Financial Workshop
Class/Workshop
S.B. Central Library
Contact Details:
Phone: (805) 962-7653
Email: librarypr@santabarbaraca.gov
Website: View Website
Social Media:
**Events may have been canceled or postponed. Please contact the venue to confirm the event.
Date & Time
Thu, Feb 27 5:30 PM - 6:30 PM
Wed, Mar 18 5:30 PM - 6:30 PM
Thu, Apr 23 5:30 PM - 6:30 PM
Wed, May 20 5:30 PM - 6:30 PM
Thu, Jun 25 5:30 PM - 6:30 PM
Address (map)
40 E Anapamu St, Santa Barbara, CA 93101
Venue (website)
S.B. Central Library
Encourages developing a budget, identifying financial goals, understanding the balance between spending, saving and borrowing and having a strategy.
February 27- Simplify your Spending and Saving Strategies. Encourages developing a budget, identifying financial goals, understanding the balance between spending, saving and borrowing and having a strategy.
March 18- Foundations of Investing. Rules for investing – develop a strategy, choose quality investments, diversify portfolio, invest for the long term and focus on what you can control.
April 23- College, Getting There from Here. Discusses establishing a college savings goal, strategies to help achieve the goal and the features and benefits of 529 savings plans.
May 20- The Entrepreneurial Equation. Gives ideas for putting banking, retirement and insurance tools to work to build and protect attendees’ businesses.
June 25- Retirement, Making your Money Last. Considerations/tradeoffs when developing a withdrawal strategy — working longer, spending less and delaying social security. Ways to plan for expected and unexpected expenses with insurance.
Space is limited, please register.