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Consumer Events - 2012

November 2012
  • The Art of Financial Well-Being Resource Fair in San Francisco - Take Control of Your Finances & Secure Your Future. Thursday, November 29, 2012, 9:30 am – 2:00 pm. Stay for the day or attend select sessions! Jewish Community Center of San Francisco, 3200 CALIFORNIA STREET, SAN FRANCISCO, CA 94118. Achieve well-being – the state of being prosperous, healthy and happy. Take advantage of valuable resources to help you save money at any age. Learn financial responsibility through engagement with local businesses and organizations. Presented in partnership with a wide range of businesses and nonprofit organizations, this year's Resource Fair, 10:00 am – 2:00 pm, features experts on investment, insurance, money management, Medicare and much more. Advance registration requested, call 415.292.1200. For more information, please contact Shiva Schulz, JCCSF Adult Programs Manager, at 415.292.1260 or sschulz@jccsf.org. For more information, visit the Jewish Community Center of San Francisco Website: https://www.jccsf.org/programs/adult-prog-con/the-art-of-financial-well-being-resource-fair.
October 2012
  • San Francisco Financial Planning Day - Saturday, October 20, 2012 from 9:00 am to 4:00 pm, UC Hastings College of the Law, Snodgrass Hall, 198 McAllister, San Francisco, CA 94102. No Strings Attached. Expert Advice. In today's uncertain economy, making smart decisions about money is more important than ever. But how do you know which choices are best for you and your family? The City and County of San Francisco invites you to our third annual Financial Planning Day. Register now for a FREE, no strings attached private consultation with a highly qualified CERTIFIED FINANCIAL PLANNER™ or a certified credit counselor.  To reserve your spot, register at www.financialplanningdays.org/sanfrancisco.
October 2012
  • Small Business Expo and Matchmaking Fair - Thursday, October 18, 2012, 7:30 am - 1:00 pm, Computer History Museum 1401 N. Shoreline Blvd. Mountain View, CA 94043. Co-sponsored by the CPUC and California Water Association. The event includes:  Workshop on “Doing Business with California State Agencies and Utilities”.  Matchmaking forum to learn of contracting opportunities firsthand.  One-on-one meetings with procurement specialist from major utilities, local government, and state agencies.  Vendor Fair.  Workshops on social media marketing, access to capital,  and small business going green. Complimentary (FREE) Parking is available on site at the museum.

    Small Business Expo and Matchmaking Fair Flyer (PDF)
    Hotels Near Computer History Museum (PDF)
    Small Business Expo Agenda (PDF)
October 2012
  • Greater Sacramento Financial Planning Day - Saturday, October 13, 2012, 9:00 am - 3:00 pm, West Sacramento City Hall. City of West Sacramento and the Financial Planning Association of Northern California invite you to attend Greater Sacramento Financial Planning Day on Saturday, October 13, 2012 from 9:00 am to 3:00 pm at the West Sacramento City Hall, where you'll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests. Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached - volunteering financial planners will not pass out business cards, marketing materials or sell products or services. You'll be able to seek information and advice on a wide range of topics. For more information, visit the Sacramento Financial Planning Day Website.
October 2012
  • 2012 Celebrando Nuestra Salud (Celebrating Our Health) Fair in Sacramento - Celebrando Nuestra Salud will take place on Sunday, October 14, 2012, 10:00 am – 4:00 pm at Southside Park, 2115 6th Street, Sacramento. This family event is free. Community resources, free health screening, music, entertainment and children’s activities. DFI will provide financial education information, including the Bank on California program in English and Spanish. For additional information, contact Arturo Vargas, 916-420-8994 or email celebrandonuestrasalud@gmail.com. See event flyer.
October 2012
  • Fraud Awareness Fair for Sacramento/Yolo - 5th Annual Fraud Awareness Fair 2012, October 10, 2012, 10:00 am — 3 pm, 110 West Capitol Avenue, City Hall – Galleria, West Sacramento, CA. Join us for fraud prevention information and training from federal, state and local law enforcement agencies along with insurance and banking institutions and regulators. Event is free and RSVP is not required. DFI will provide information on the Department, licensees, fraud and scam prevention and financial education information and materials.
September 2012
  • Silicon Valley Business and Career Development Expo - Friday, September 28, 1-4 pm, Campbell Community Center - Orchard City Hall, 1 West Campbell Avenue, Campbell, CA 95008. Please Join Assemblymember Paul Fong, Chair of the Assembly Select Committee on High Technology, and the City of Campbell at a free Business and Career Development Expo. At the Business Expo, federal, state, and local agencies will explain: government contracts for agencies and utilities; environmentally sustainable purchasing contracts; cooperative purchasing programs/networks; new laws affecting small businesses, and other information and resources for small businesses and their employees. For more information, visit Assemblymember Fong’s Website. To RSVP, call 408-277-2003 or register online.
September 2012
  • Small Business Certification Workshop in Sacramento -Small Business Certification Workshop, 8:00 a.m. to 12:00 noon, September 7, 2012, Department of General Services, Ziggurat Building, 707 3rd Street, West Sacramento. The Department of General Services (DGS), Department of Corrections and Rehabilitation (CDCR) and State Senator Lois Wolk, Assemblymember Mariko Yamada and local agencies have partnered to develop a series of workshops throughout California to help Small Businesses (SB), Disabled Veteran Business Enterprises (DVBE), and non-profit agencies learn about local government contracting opportunities. By attending this workshop, SB/DVBE businesses will receive resources for state licensing and certification, receive information about how to compete for state and other local county purchases or contracts, participate in a panel session to ask questions about economic development, learn how to compete for future business opportunities. The event will include networking opportunities with local government and public agencies. Businesses in the northern California region are invited to attend the Small Business Certification Workshop. To learn more about this and future workshops, or to register for any of the events, please visit our website at http://www.cdcr.ca.gov/sbcw/index.html
August 2012
  • California State Employees Charitable Campaign Statewide Kick-Off Event- United Way California Capital Region will host a CSECC kick-off event on August 22 on the West Steps of the State Capitol, from 11:00 am - 1:00 pm. Join guests from the public sector, nonprofit sector and the general public as we come together on the West Steps of the State Capitol to rally for the upcoming California State Employees Charitable Campaign (CSECC) with a nonprofit agency fair featuring over 100 booths. The event is free to attend as a guest and there is no registration required. DFI will provide information and materials on the Bank on California initiative. We hope to see you there! For more information, see http://www.yourlocalunitedway.org/csecc-statewide-kick.
August 2012
  • Senior Citizen Financial Security Workshop in Yuba City - Monday, August 6, 5:30 pm - 7:00 pm, Sutter Community Bank, 700 Plumas Street, Yuba City. Hear Important Tips from bank staff and local law enforcement:

    Learn how to detect and avoid mail and phone fraud; learn the most common email scams; learn about identity theft and how to protect yourself; who to contact if you or a loved one is a victim of these crimes. There will have stations set-up and help you enroll in the: Do Not Call List, Do Not Mail List, and Do Not Solicit List. No Cost. RSVP (530) 674-8900.

August 2012
  • California State Controller’s Office - Creating Stronger Organizations: Financial and Tax Best Practices for Faith-based Groups and Nonprofits - Tuesday, August 14, 2012, Registration 8:30 a.m. Program 9:00 a.m. – 12:00 p.m. Salvatori Computer Science Bldg., Room 101, University of Southern California Los Angeles, CA 90089. $8 self-pay at Parking Structure A – Enter at the Vermont Avenue Entrance at 36th Place, Entrance 6. Coined meters available for street parking on Vermont Ave. The event is free. Click here to RSVP. Topics Include: Successful financial management of a Nonprofit; Accounting issues for Nonprofit organizations; Avoiding activities that could jeopardize your organization’s tax exemption status; Federal reporting, governance and management policies from the IRS; Welfare and property tax exemption, sales and use tax.
August 2012
  • Veterans Resource Fair in Bay Area - Senator Ellen Corbett will host a Veterans Resource Fair on Saturday, August 18, 2012, 10:00 am – 12:30 pm, Hayward Veterans Memorial Building, 22737 Main Street, Hayward CA. Join us to explore the Bay Area’s regional network of services for Veterans. You Served. We Honor. For additional information please call Jack Bastida at 510.577.2310 or email jack.bastida@sen.ca.gov. DFI will provide information on the Department, licensees, services and financial education programs. More information: http://senweb03.senate.ca.gov/focus/outreach/sd10/sd10-20120810-update.asp.
August 2012
  • California State Controller’s Office - Creating Stronger Organizations: Financial and Tax Best Practices for Faith-based Groups and Nonprofits - Tuesday, August 14, 2012, Registration 8:30 a.m. Program 9:00 a.m. – 12:00 p.m. Salvatori Computer Science Bldg., Room 101, University of Southern California Los Angeles, CA 90089. $8 self-pay at Parking Structure A – Enter at the Vermont Avenue Entrance at 36th Place, Entrance 6. Coined meters available for street parking on Vermont Ave. The event is free. Click here to RSVP. Topics Include: Successful financial management of a Nonprofit; Accounting issues for Nonprofit organizations; Avoiding activities that could jeopardize your organization’s tax exemption status; Federal reporting, governance and management policies from the IRS; Welfare and property tax exemption, sales and use tax.
July 2012
  • WE Connect Health Care Enrollment & Resource Fair in San Diego - Saturday, July 14, 2012, 9:00 am to 2:00 pm. Sweetwater High School 2900 Highland Avenue, National City, CA 91950. Join WE Connect and DFI for a Health Care Enrollment Event & Resource Fair! Healthcare application assistance, free tax preparation, healthy food giveaway, flu shots and other money-saving programs and services. DFI will provide information and materials on banking and saving, and other financial education and consumer protection topics.
June 2012
  • Convening on Youth Financial Education in the Bay Area – Building Healthy Financial Futures for Today’s Youth -  Thursday, June 7, 2012, 12 – 4:30pm, The Federal Reserve Bank of San Francisco, 101 Market Street, San Francisco, CA.  What is the state of youth financial education in the Bay Area? This convening brings together policy makers, community-based organizations, financial institutions, service providers, school officials, teachers, and parents to discuss and learn about the impact of financial education among youth and young adults. We will share, collaborate, and strategize about how to better equip more youth to build healthy financial futures.  RSVP by May 31.  For more information, contact Tina Eng at moneysavvyyouth@ebaldc.org.
May 2012
  • WE Connect Health Care Enrollment & Resource Fair in Oakland – Saturday, May 19, 2012, 10:00 am until 3:00 pm, Laney College Gymnasium, 900 Fallon Street, Oakland, CA 94607. Join WE Connect for a Health Care Enrollment Event & Resource Fair! Healthcare application assistance, free tax preparation, healthy food giveaway, flu shots and other money-saving programs and services. DFI will provide information and materials on banking, saving, investing and other financial education and consumer protection topics.
May 2012
  • Call to Action - Elder Financial Protection Network – 9th Annual National Summit Conference, Banquet and Awards Ceremony, San Francisco, Thursday May 24, 2012, The Holiday Inn Golden Gateway, 1500 Van Ness Avenue.
    Opening remarks by George Gascon, District Attorney, San Francisco County. Call to Action brings together hundreds of professionals representing financial institutions, law enforcement, social services, elder justice advocates and the legal community to share best practices and express our collective determination to prevent elder financial abuse. Call to Action is EFPN's signature annual event and offers innovative, cutting-edge conference sessions and an awards ceremony honoring leaders in the fight against elder financial abuse. Registration information will be available soon. Contact EFPN at 415.956.5556 | www.bewiseonline.org| info@bewiseonline.org.

April 2012
  • Be Aware, Protect Your Identity Seminar - Thursday, April 26, 2012, The Gathering Hall, Mills College, 5000 MacArthur Blvd., Oakland, CA 94613, 8:00 am – 10:30 am. Hosted by Operation HOPE and Bank of the West. Registration, breakfast, seminar, free document shredding, identity theft and resource exhibit.  RSVP by Monday, April 16, to Operation HOPE: 510-535-6700.

April 2012
  • California Financial Literacy Month (CAFLM) Day at the State Capitol – DFI will host a financial literacy information fair at the State Capitol, South Steps, on Tuesday, April 24, 2012 from 11 -1 pm. CAFLM partners will provide information and materials on personal finance topics including saving, managing a checking account, investing, credit and debt management, homeownership, consumer protection and much more. For additional information, please contact Alana Golden, 916-323-7012 or see the CAFLM Blog, http://caflm.blogs.ca.gov

April 2012
  • 5 Tips to Help You Avoid Investment Fraud and Protect Your Finances - Join experts from AARP and the FINRA (Financial Industry Regulatory Authority) Investor Education Foundation for a conversation on how you can protect your hard earned money and ensure that you have a secure financial future. Speakers will provide 5 simple tips to help anyone avoid investment fraud and answer viewer questions on Tuesday, April 24, at 2:00 p.m., ET. http://www.aarp.org/work/work-webinars/The AARP Foundation invites you to share this webinar information with investors through your investor education programs and asks that you participate as well. For more information, contact Rosa A. Maymi of AARP at RMaymi@aarp.org

April 2012
  • 2012 California Financial Literacy Conference For Educators - Saturday, April 14, 2012, 8:00 AM - 5:00 PM, South San Francisco Convention Center. For grade 4-12 educators, California community colleges, nonprofits, businesses, community groups, financial professionals, government agencies and others to empower California's educators to fight financial illiteracy by educating a new generation of Californians to manage their finances better than the generations that have gone before. The conference will deliver the tools educators need to integrate personal finance education into their classrooms.. Most programs featured at the conference will result in no fiscal expenses for educators or school districts. Plus, educators will learn the skills to deliver personal finance education themselves or make connections with trained volunteers who can bring personal finance education to their classrooms. The $25 fee includes parking, continental breakfast, lunch and a snack at the event. REGISTER.

April 2012
  • Free Tax Events in Sacramento – Dial 2-1-1 It’s not too late! FREE Tax Return Preparation in Sacramento!** Dial 2-1-1 for an appointment. April 7, 2012
    City of Rancho Cordova
    2729 Prospect Park Drive
    Rancho Cordova, CA 95670
    9am to 1pm
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    La Familia Counseling Center
    5523 34th Street
    Sacramento, CA 95824
    9am to 12pm
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    Mutual Assistance Network
    810 Grand Ave
    Sacramento, CA 95838
    10 am to 1pm
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    SAFE Credit Union
    12519 Folsom Blvd
    Rancho Cordova, CA 95742
    9am to 1pm

    April 14th 2012
    City of Rancho Cordova
    2729 Prospect Park Drive
    Rancho Cordova, CA 95670
    9am to 1pm
    ————
    Goodwill Industrie
    4207 Norwood Dr.
    Sacramento, CA 95838
    9am to 3pm
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    Mutual Assistance Network
    810 Grand Ave
    Sacramento, CA 95838
    10 am to 1pm

    April 15, 2012
    Robbie Waters Library (Pocket)
    7335 Gloria Drive
    Sacramento, CA 95831
    10 am to 4pm

    **$50,000 household income limit

March 2012
  • WE Connect Health Care Enrollment & Resource Fair in Fresno – Saturday, March 24, 2012, 10:00 am until 4:00 pm, Fresno Fairgrounds, Commerce Building 1121 S. Chance Ave., Fresno, CA 93702. Join WE Connect for a Health Care Enrollment Event & Resource Fair! Healthcare application assistance, free tax preparation, healthy food giveaway, flu shots and other money-saving programs and services. DFI will provide information and materials on banking, saving, investing and other financial education topics.

March 2012
  • Help for Homeowners - Avoid Foreclosure Event in Sacramento - Tuesday, March 20, 2012, 1:00 p.m. – 8:00 p.m., Sacramento Convention Center, 1400 J Street, Hall D, Sacramento, CA 95814. Sponsored by the U.S. Department of the Treasury, HUD, Making Home Affordable, and NeighborWorks.  For a list of items to bring, see event flyer. For more information, visit MakingHomeAffordable.gov.

March 2012
  • Help for Homeowners - Avoid Foreclosure Event in Los Angeles - Thursday, March 22, 2012, 1:00 p.m. – 8:00 p.m., Los Angeles Convention Center, 1201 South Figueroa Street (Entrance on Pico Blvd. and Figueroa St.), Los Angeles, CA 90015. Sponsored by the U.S. Department of the Treasury, HUD, Making Home Affordable, and NeighborWorks.  For a list of items to bring, see event flyer. For more information, visit MakingHomeAffordable.gov.

March 2012
  • WE Connect Health Care Enrollment & Resource Fair in San Bernardino – Saturday, March 10, 2012, 9:00 am until 3:00 pm, San Bernardino High School, 1850 N. E St., San Bernardino, CA 92405. Join WE Connect for a Health Care Enrollment Event & Resource Fair! Healthcare application assistance, free tax preparation, healthy food giveaway, flu shots and other money-saving programs and services. DFI will provide information and materials on banking, saving, investing and other financial education topics.

February - April 2012
  • Statewide Sites - Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Get free tax preparation assistance. Find a site.

    The VITA and TCE volunteer programs provide free assistance to individuals with limited income and/or over the age of 60 who need help in completing simple federal and state income tax returns. Assistance is limited to full-year residents because nonresident and part-year resident returns can be complex. Assistance is generally available from February 1 through April 15th. The VITA program specializes in assisting disabled taxpayers, those with low to limited income, and non-English speaking taxpayers. The TCE program provides free income tax assistance for middle- or low-income taxpayers, giving special attention to those aged 60 and older.

    Be a VITA/TEC Volunteer - For additional information on becoming a partner, site coordinator or volunteer, see Volunteers wanted or contact the Franchise Tax Board at volunteercoordinator@ftb.ca.gov

February - March 2012
  • Free Tax Preparation Sites in the Los Angeles - Office of State Controller John Chiang. Appointment Required. Please call to RSVP an appointment to receive free tax preparation services through the Volunteer Income Tax Assistance (VITA) Program. For taxpayers with annual incomes of $50,000 or less.

    Saturday, February 4, 2012
    North Valley Occupational School
    11450 Sharp Avenue
    Mission Hills, CA 91345
    9:00am – 5:00pm
    For appointment call: 818-901-5588

    Saturday, February 11, 2012
    Chicana Action Service Center
    3601 East 1st Street
    Los Angeles, CA 90063
    9:00am – 5:00pm
    For appointment call: 213-833-6010

    Saturday, February 18, 2012
    Firebaugh High School 5246
    Martin Luther King Jr. Blvd.
    Lynwood, CA 90262
    9:00am – 5:00pm
    For appointment call: 310-603-0220 extension 319

    Saturday March 3, 2012
    Santee High School 1921
    South Maple Ave
    Los Angeles, CA 91766
    9:00am – 5:00pm
    For appointment call: 213-620-464

February - March 2012
  • FREE Seminars for Small Businesses in the community of East Los Angeles – Hosted by California State Controller John Chiang.

    Is your Business in Order? Keeping your Business in Government Compliance and Financial Order - Tuesday, February 7, 2012. Registration 7:30 a.m.. Program 8:00 a.m. – 10:00 a.m.

    Keep Your Business Thriving! Identifying New Financial Opportunities - Wednesday, March 7, 2012, Registration 7:30 a.m., Program 8:00 a.m. – 10:00 a.m.

    The Social Media Craze How to Market Your Business - Saturday, March 24, 2012, Registration 7:30 a.m., 8:00am – 1:00 p.m.

    LOCATION:
    Chicana Action Service Center
    3601 East 1st Street
    Los Angeles, CA 90063
    (free parking behind building)

    Click here to register online

February 2012
  • WE Connect Health Care Enrollment & Resource Fair in San Francisco - Sunday, February 26, 2012, 10:00 am until 4:00 pm, John O’ Connell  High School
    2355 Folsom Street, San Francisco.  Close to public transportation (MUNI and BART). See flyer on Facebook. Join WE Connect for a Health Care Enrollment Event & Resource Fair! Healthcare application assistance,  free tax preparation, healthy food giveaway, flu shots and other money-saving programs and services. DFI will provide information and materials on banking, saving, investing and other financial education topics. Please bring these documents to enroll in health care services:

    FOR HEALTHCARE COVERAGE PROGRAM
    1. Proof of ID (California ID, driver's license, etc.)
    2. Proof of Caliornia Residency (i.e. utility bill)
    3. Proof of Income (recent paycheck stub, 2010 tax forms, employer letter, affidavit, etc.)
    4. Proof of Childcare or Child Supprt Expenses
    5. Proof of Citizenship or immigration status. not required for some programs (Birth certificate, passport, permanent residence card, etc.)
    6. Proof of Assets required for adults applying (Bank statements within last 45 days, recent stocks/mutual fund statements, etc.

    FOR TAX PREPARATION ASSISTANCE
    1. 2010 tax return (if applicable)
    2. Proof of ID (Social Security Number or Individual Taxpayer Identification Number)
    3. Proof of Income (including w-2's and 1099 forms)
    4. Documentation of deductable expenses
    5. Account and routing numbers of checking and saving accounts for direct deposit and a faster refund

February 2012
  • Homebuyer Event - Neighborhood LIFT Los Angeles - Neighborhood Housing Services of Los Angeles County, lanhsinfo@lanhs.org, February 3rd and 4th,  10:00 am to 7:00 pm,  Los Angeles Convention Center, West Hall B,  1201 S Figueroa St.,  Los Angeles, CA 90015 . Learn more and register for the event.

January - April 2012
  • Earned Income Tax Credit (EITC) Volunteer Income Tax Assistance (VITA) Tax Preparation Super Events. The Sacramento Coalition for Working Families schedules a series of Super Events where a team of tax preparers is available to assist tax filers in completing and submitting their tax returns. Assistance is available by Appointment Only. In Sacramento, Dial 2-1-1 starting on January 17, 2012 to make an appointment.

    January 28th, February 11th
    (North Area)
    Grant Union High School
    1400 Grand Ave
    Sacramento, CA 95838
    9:00 a.m. – 3:00 p.m.

    February 4th
    (South Area)
    George Sim Community Center
    6207 Logan Street
    Sacramento, CA 95824
    9:00 a.m. – 3:00 p.m.

    March 10th
    (Central Area)
    Sacramento Food Bank & Family Services
    3333 Third Avenue
    Sacramento, CA 95817-2808
    9:00 a.m. – 3:00 p.m.

    Please bring
    Photo identification (for you and your spouse, if filing jointly)
    Social Security Card or ITIN for each family member
    W-2 forms for all jobs held in 2011 and all 1099 or 1098 forms
    Child care provider information
    Landlord’s Name, Address and Phone number for the CA renter’s credit

    For a faster refund, bring a voided check for direct deposit. (Don’t have a bank account? Click here)

January 2012
  • WE Connect Health Care Enrollment & Resource Fair in San Jose - Saturday, January 21, 2012, 9:00 am until 3:00 pm, San Antonio Elementary School, 1855 East San Antonio Street, San Jose. Join WE Connect for a Health Care Enrollment Event & Resource Fair! Enrollment Assistors will be on-site to help you enroll in health care and other important services, including CalFresh and discounted utility services. Dental screenings for children and a KidZone with children's activities will also be available! Come early for a FREE healthy food giveaway to the first 500 families! DFI will provide information and materials on banking, saving, investing and other financial education topics. Please bring these documents to enroll in health care services:

    1. Proof of income (recent paycheck stub, 2010 tax forms, employer letter, affidavit, etc.)
    2. Proof of residency (i.e. utility bill)
    3. Child’s birth certificate, social security card or immigration documents (if applicable)