Your Path to Financial Success Starts Now
Take charge of your financial future! April is National Financial Capability Month. Throughout the month, the Main Library’s Business, Science and Technology Center, in partnership with our experts, provides presentations on a wide menu of topics, ranging from the basics of financial planning and managing debt to investing, insurance, property taxes, retirement and estate planning. We’ll even cover how family arrangements can affect your finances and how to protect yourself from scams and fraud.
Plan Today, Thrive Tomorrow!
Virtual Program Schedule
For more information and links to register, click on program titles.
| Date | Program | Time | Presenter |
| Tuesday, April 1 | Setting Financial Goals | 10-11 | SF LGBT Center |
| Wednesday, April 2 | Demystifying the Financial Planning Process | 12-1 | Rachna Bijlani |
| Thursday, April 3 | Ask an Estate Planning Attorney | 11-12 | Marlyn Schulz |
| Tuesday, April 8 | Why Invest in Stocks? | 2-3 | Craig Braemer |
| Thursday, April 10 | Avoiding Scams, Fraud, and Identity Theft | 4-5 | Oak Dowling and Beth Fernbacher |
| Friday, April 11 | Prop 19: Intergenerational Property Transfers | 1-2 | Office of the Assessor-Recorder |
| Wednesday, April 16 | What Women Should Know About Their Retirement Plan | 4-5 | Moana Fogg |
| Thursday, April 17 | Introduction to Smart Investing | 3-4 | Gretchen Hollstein and Chris Remedios |
| Tuesday, April 22 | Insurance: Know Your Sub-Limits | 4-5 | Brian K Trouette |
| Thursday, April 24 | Marriage and Financial Planning | 2-3 | Heather Liston |
| Friday, April 25 | Balancing Debt and Dreams: Mastering Student Loan Repayment While Pursuing Your Goals | 1-2:30 | Rosario Chacón |
| Wednesday, April 30 | Finances for the Sandwich Generation | 11-12 | Balance |
In-Person Program Schedule
| Date | Program | Time | Presenter | Location |
| Wednesday, April 2 | Organizing Critical Information and Documents | 2-3 | Susan Pollack | Glen Park Branch |
| Wednesday, April 9 | The Seven Pillars to a Successful Retirement Plan | 2-3 | Lee Michael Murphy | Latino/Hispanic Meeting Room, Main Library |
| Thursday, April 10 | Scam and Fraud Prevention | 11:30-12:30 | California Department of Financial Protection and Innovation | Excelsior Branch |
| Thursday, April 10 | Prevención del fraude y la estafa | 1:30-2:30 | California Department of Financial Protection and Innovation | Excelsior Branch |
| Saturday, April 12 | Money Matters | 11-1 | Greg Pennington | Ingleside Branch |
| Saturday, April 19 | How Money Works: Saving, Budgeting and Investing Basics | 2:30-3:30 | Carly Matthews | Anza Branch |
| Saturday, April 26 | Investing 101: How to Invest in Stocks | 2:30-3:30 | Carly Matthews | Anza Branch |
Ongoing Personal Finance Programs
- One-on-one financial counseling with San Francisco Financial Counseling
- Meet One-on-One with a Certified Financial Planner™ to create financial plan with Advisers Give Back
- Check out our Personal Finance Events Calendar for programs in April and beyond
- See past programs on our Personal Finance, Small Business, and Jobs & Careers YouTube playlist
Subscribe to the Business, Science & Technology Center's e-newsletter to stay informed about our events and resources.