What we're about

Each Tuesday we have presentations by a financial professional to learn to money work for us. Each presentation is followed by pizza, open discussion, and networking.

• Network with like-minded individuals.
• Learn to become your own money manager!
• Secure your future and realize your dreams!

Typical Topics:
• Increase cash flow - Find and save more money by evaluating expenses.
• Manage your debt - Finally take control of your money.
• Build an emergency fund - Don't get blindsided by the unexpected.
• Proper protection - Protect and preserve your money.
• Multiple streams of Income - Understand strategies and accumulate cash.
• Tax efficiency - Keep more of your money and build wealth faster.
• Prepare for retirement - Navigate the maze around pensions, social security, and medicare.
• Estate planning - Learn about wills, trusts, power of attorney, and medical directives

Meeting Time and Location:
• Oakland Financial Office, 7901 Oakport Street, Suite 2800, Oakland CA 94621
• Every Tuesday at 7:00 PM
- Free parking available in our safe and secure office parking lot
- If the front door is locked, please call Richard Niver at (510) 861-4349 to open it for you.

Agenda:
• 6:45-7:00 PM Check-in, networking, and introduction
• 7:00-8:30 PM Finance workshops presented by financial professionals
• 8:30-9:00 PM Dinner - Free pizza. networking, and discussion.

Our Campaign:
Don't you find it ironic that we live in one of the wealthiest countries in the world, but we always have money problems? We can work hard to make money all our lives but still retire broke. Maybe we don’t have much because we don’t know much. Money is seldom taught at home or at school. Is it any wonder that people avoid the topic of money and don't like to think about it? We think financial education can change lives and we’re doing something about it.

Come join us in our campaign for financial literacy. We have more than 15 unique workshops about budgeting, saving, reducing debt, investing, building a business, and achieving financial freedom. Our 1-hour workshops are free and solely for educational purposes, so there are no advertisements, sales, or product placements.

Our mission is to help people move from financial insecurity to financial independence. We want to educate, inspire, and promote action, so you too can educate others and bring awareness to financial literacy.

Upcoming events (5+)

Financial Literacy Workshop

WSB Oakland Financial Office

Bring your questions, your insights, and a notebook. Pizza will be provided before the presentation.

Financial Literacy Workshop

WSB Oakland Financial Office

Bring your questions, your insights, and a notebook. Pizza will be provided before the presentation.

Financial Literacy Workshop

WSB Oakland Financial Office

Bring your questions, your insights, and a notebook. Pizza will be provided before the presentation.

Financial Literacy Workshop

WSB Oakland Financial Office

Bring your questions, your insights, and a notebook. Pizza will be provided before the presentation.

Past events (16)

Financial Literacy Workshop

WSB Oakland Financial Office

Photos (11)