DFI Community Outreach Calendar
The Department of Financial Institutions (DFI) brings information directly to consumers through outreach efforts such as presentations to community and consumer groups and distributing consumer information at community events. DFI also develops partnerships with other regulators, government agencies, financial services, community organizations and others who are working to help consumers become informed and proactive.
To invite DFI to participate in a community event, please contact Alana Golden, Public Information Officer, at agolden@dfi.ca.gov or 916-323-7012.
May 2012
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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: 818-901-5588Saturday, February 11, 2012
Chicana Action Service Center
3601 East 1st Street
Los Angeles, CA 90063
9:00am – 5:00pm
For appointment call: 213-833-6010Saturday, 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 319Saturday 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
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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:
Click here to register online
Chicana Action Service Center
3601 East 1st Street
Los Angeles, CA 90063
(free parking behind building)
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
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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
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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
For a faster refund, bring a voided check for direct deposit. (Don’t have a bank account? Click here)
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
January 2012
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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)