Budgeting Workshops San Francisco

IBD San Francisco Bay Area Joint Meetup

Financial Planning Day: Financial Workshops and More

A full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER**®** professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom. **This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.** Topics this year include investing, income tax updates, property tax and intergenerational transfers, resources to strengthen your financial skills and an empowering approach to budgeting. Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER® using the blue "Register" button or [by clicking here!](https://www.eventbrite.com/e/annual-bay-area-financial-planning-day-tickets-1987709133526) Registration for one-on-one counseling closes at midnight on Thursday, October 22. Walk-ins are welcome, but we cannot guarantee that you will receive a slot. **One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.** Workshop Schedule: \| **Diving Into Investments** 10:15–11:45 a.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_O07HUlOKS7OqPhXekU_BIQ) Learn about asset allocation, the behavioral habits that make or break returns, stocks vs. bonds, and where alternatives like REITs, commodities, and crypto fit — if at all — in a well-built plan. Whether you're building your first portfolio or fine-tuning a lifetime of investments, hear three Certified Financial Planners have a candid conversation on what actually works. | Panelists: **Jenny Coffey Smith, MSAPF, CFP®, Cynthia Flannigan, CFP®, Deirdre Hegarty, CFP® and Tim Connolly, CFP ® (Moderator)** | | ------------------------------------------------------------------------------------------------------------------------------ | | **Property Tax Basics and Intergenerational Transfers** | 11:55 a.m.–12:35 p.m. In person only Explore property tax topics, changes in State law, and how the Office of the Assessor-Recorder serves you, whether you're a homeowner or not. Presenter: **San Francisco Assessor-Recorder Joaquín Torres** \| \| **Tax Update** 12:45–2:15 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_bVtbx5RQS4Wr6U6fUrG4gw) Tax laws keep changing and being refined. Learn about the latest trends and topics in taxes. Presenter: **Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP** \| \| **Economic Justice Programming from the SF Treasurer’s Office** 2:25–3:05 p.m. In person only The Economic Justice Center is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming, including Kindergarten to College, SF Financial Counseling, StopScamsSF, and the Fine and Fee Discounts. Presenter: **Mandy Ngu, Community Engagement Specialist** \| \| **The Misunderstood B-word: Budgeting** 3:15–4:45 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_5xThGXpLQpaI6x9GaENRAA) Budgeting has a reputation problem. People hear that b-word and think "no more fun!" But we’re going to flip that script and make “cents” of it all. Learn the foundations for building a budget, tips on organizing your money, and see how this often misunderstood b-word can actually empower you to fund what truly matters (including those fun things!). Presenter: **Serene Lau** \|

Job Seeker Meetup: An in-person peer support space for job seekers

This is a relaxed, in-person gathering where job seekers can connect, share, and support one another through the ups and downs of the job search. Looking for work can feel isolating — but you’re not alone. This is a welcoming space to: * Talk openly about your experience * Swap advice, encouragement, or leads * Build a community of people who truly understand * Learn practical job search strategies from career coach Annie Nogg. Whether you're between jobs, changing careers, or figuring out your next step — this is a place for you. **This program takes place in the Jobs and Career Center - 4th Floor of the Main Library (100 Larkin Street)**

SF FREE Film Industry Pitch Fest- INVESTORS, FILMMAKERS, PRODUCERS, ACTORS etc

AMAZING BAY AREA & SAC PITCH FEST AND NETWORKING EXTRAVAGANZA!!!! PITCH, DO A MONOLOGUE, SCOUT, NETWORK!!! SAN JOSE, SAN FRANCISCO, &, SACRAMENTO REGISTER & More Details: -[ CLICK HERE](https://www.zeffy.com/en-US/ticketing/free-film-pitch-fest-filmmakers-producers-investors-actors-writers-etc) Bay Area & Sacramento Information and Pitch Fest for Investors, Filmmakers, Actors and All Industry individuals to connect, network and get vital information to help them grow in their careers. PITCH, LISTEN, NETWORK, INVEST, Do a MONOLOGUE!!! (FIRST COME FIST PITCH Until We Run Out of Time- COME EARLY!) AMAZING BAY AREA & SAC PITCH FEST AND NETWORKING EXTRAVAGANZA!!!! PITCH, DO A MONOLOGUE, SCOUT, NETWORK!!! SAN JOSE, SAN FRANCISCO, &, SACRAMENTO REGISTER & More Details: -[ CLICK HERE](https://www.zeffy.com/en-US/ticketing/free-film-pitch-fest-filmmakers-producers-investors-actors-writers-etc) Bay Area & Sacramento Information and Pitch Fest for Investors, Filmmakers, Actors and All Industry individuals to connect, network and get vital information to help them grow in their careers. PITCH, LISTEN, NETWORK, INVEST, Do a MONOLOGUE!!! (FIRST COME FIRST PITCH Until We Run Out of Time- COME EARLY!) LOCATIONS AND TIMES: (Receive Locations Week of Event, Must be Registered) OCT 3rd SACRAMENTO- 10:00 AM to 11:45 PM SAN FRANCISCO- 1:45 PM to 3:30 PM SAN JOSE MIXER- 4:45 PM to 6:30 PM \*\*MUST BE REGISTERED TO RECEIVE LOCATION NIGHT BEFORE EVENT\*\* REGISTER TODAY and Get in FREE!!!! For MORE DETAILS -[ CLICK HERE](https://www.zeffy.com/en-US/ticketing/free-film-pitch-fest-filmmakers-producers-investors-actors-writers-etc) To See Our Full Calendar, Visit -[ CLICK HERE ](https://events.mmtb.org) To See Our Full Calendar, Visit -[ CLICK HERE ](https://events.mmtb.org)

IBD San Francisco Bay Area Joint Meetup, Zoom version

Startup Pitch & Themed Networking San Francisco | Unlock Your Idea

Join founders, investors and tech talent at this curated **startup networking event in San Francisco.** Meet ambitious builders, exchange ideas and discover new opportunities in a dynamic community environment. **RSVP: [Use this link](https://www.eventbrite.com/e/startup-pitch-themed-networking-san-francisco-unlock-your-idea-tickets-1997947854817?aff=oddtdtcreator&keep_tld=true)** **Please note that RSVP is managed via Eventbrite to control attendee lists — don’t ignore it to avoid issues with on-site payment.** Most of us are in the same loop. You have an idea. You workshop it with ChatGPT, read another newsletter, tell three friends who don't quite get it. The idea stays in your head. Or worse — it never gets the kind of pushback that would have made it sharper. Research on creative work is clear: people who articulate their idea to like-minded peers begin to understand it deeper. Quality feedback isn't validation — it's the thing that changes how you see your own work. We mix the room on purpose. Different industries see the same process from different angles — that's where value compounds. We ask for your LinkedIn in registration so we can group you with the right people, not random tables. **How the evening runs (3 stages)** **Stage 1 — Themed Networking** You vote on the night's themes through the registration form (Fundraising, HR, GTM, Product, Pricing, Hiring — whichever wins the room). We group you by background. Each group's representative shares the conversation's main takeaway on stage. Featured contributors get a Featured Founder spotlight on ascentvalley.com — that's how the conversation scales across the ecosystem. **Stage 2 — Pitches** 5 curated startups present their idea for live feedback and investor introductions. After the event, we add them to our private founder database and route their application to the right investors inside the Ascent Valley network. **Stage 3 — Chill & Network** The structured part wraps. The bar stays open. The connections you started solidify here — most of our repeat attendees say this is where the real value lands. **Who's in the room** * Accelerator representatives — talent and dealflow scouts from San Francisco-based and EU-wide programs * Investors — angels, fund representatives, scouts from syndicates * Founders, Pre-seed to Series A — building across SaaS, AI, ClimateTech, FinTech, ConsumerTech * Operators — PMs, engineering leads, GTM leaders from scaling startups * Entrepreneurs across industries — fresh perspective is the point * Founders traveling through San Francisco — from Tel Aviv, Berlin, London, NYC, Lisbon nodes * Hiring leads from companies actively scaling teams **About Ascent Valley** Ascent Valley is a 3-layer ecosystem: Community, DealFlow, Events. Our mission is to break local boundaries and enable cross-region growth through real connection between founders, operators, and investors. **Philosophy: [IDEA → PROCESS → RESULT.](https://ascentvalley.com "https://ascentvalley.com")**

Take a FUN Improv Class (in-person) - then After Party!

Welcome to the fun!!! Here are all the details: Step 1.) You must register and pay $25 on Eventbrite ([https://thursdayimprovclass.eventbrite.com](https://thursdayimprovclass.eventbrite.com)) to secure your place in the class (not just on this Meetup). Online registration ends at 7:00 PM every Thursday for that week. $25 online registration for the class is located here: [https://thursdayimprovclass.eventbrite.com](https://thursdayimprovclass.eventbrite.com) Step 2.) Everyone meets in front of the building entrance at 450 Geary St, checks-in, and then goes upstairs to the classroom. Following the class there's often an after party at a nearby place. It's a great time, hope to see you there! This Meetup is for people who currently improvise or are interested in trying out improv. We get together and attend Leela's weekly Thursday night drop-in improv class (see below). "Come play, bring a friend, and meet new people in Leela's weekly drop-in improv class. This fun-filled improv class is a valuable opportunity for experienced actors/improvisors to sharpen their skills, and newbies to get introduced to the wonderful world of improvisation. Connect, play, grow..." Visit http://www.leela-sf.com for more information about Leela.

Made in SF: Handcrafted to High-Tech Manufacturing in Dogpatch

Celebrate Manufacturing Week with a behind-the-scenes tour of two innovative Dogpatch businesses. Visit Rickshaw Bagworks, where skilled craftspeople design and sew durable bags by hand, and Wildtype, a pioneering food company using cutting-edge technology to cultivate seafood from cells. Presented in partnership with the Dogpatch Art & Business Association, this tour explores the breadth of modern manufacturing—from time-honored craftsmanship to groundbreaking food science. **4:00 — Meet at Woods Yard Park** (915 22nd Street at the corner of 22nd and Minnesota) **4:05 — Rickshaw Bagworks** (904 22nd St.) **5:00 — Wildtype** (2525 3rd St.)

Woodworking Workshop

-please read the whole updated description!- Come to work on your own projects and get some feedback from your fellow woodchucks. We have a planer, drill presses, hand tools, a table saw, and much more! ###################### **starting June 8 we will be taking a break from the intensive power tool trainings provided in previous sessions.** For the next few weeks we want to use wood night as a time for actively working on projects and designing ideas for your projects. Happy to help with some guided use of the tools, but for now no full training will be offered. If you are new to the woodshop you are still welcome to join, just know that we will not provide a full training on the tools. If you have significant experience using a Tablesaw, mitre saw, planer etc then this should not be an issue. We do have some scrap wood available, but bringing some wood for your project, especially if it is larger or more crafty, is highly encouraged. We recommend getting your wood at Lowe’s (cheaper) Discount builders supply (closer to NB) or Beronio (higher quality and carry lots of hardwoods). Please feel free to ask questions on the discord if you are unsure about what to get for your project.

Book Club - Taking Stock

We will read Taking Stock by Jordan Grumet, MD. He is a hospice doctor. What is his advice on Financial Independence, Building Wealth, and Living a Regret-Free Life **About the book** Written by a hospice doctor with a unique front-row seat to the regrets of his dying patients, this book will remind you to take stock of life now, before it is too late. The goal of financial independence is to have the economic fuel to live a full life and avoid regret. Taking Stock is your guide to taking control of your finances and investing in yourself. Inside you'll find: The three basic archetypes of building wealth, and how to choose which is right for you Time-hacking techniques to modify your perception of time passing and fill your moments with meaning Tips to invest in education, family, and your own physical and mental health And much more! Don't wait until the last moment to live life to the fullest. I will update chapters to read at each event in the **Comment** area down below. Make sure to check it out. **How to find us** I will be at 2nd floor. Take the escalator up. I will be at your right with a green sign "Cafe Finance" when you stand at the entrance. **Agenda** 5:30 \~ 6:00 pm Sharing and Networking ( You can buy or bring food to eat while we are discussing the book) 6:00 \~ 7:30 pm Book Discussion 7:30 \~ 8:00 pm Conclusion & Final thought

Class: Path Building 101 @ Berkeley

Come see what it takes to build a new path! BPWA’s veteran path builders will provide an overview of how wooden treads are installed and maintained. No experience necessary. Prior registration is required by email to: path.building@berkeleypaths.org. Event Website Link: https://berkeleypaths.org/upcoming-events/2026/10/10/class-path-building-101

Cheaper Than Therapy, Stand-up Comedy, Shelton Theater, Union Square, SF

**Let’s spend an hour laughing together at a stand-up comedy show in San Francisco! 😂** The name already says it all — **[Cheaper Than Therapy!](https://cttcomedy.com)** The show takes place at the historic **Shelton Theater**, right in the heart of Union Square in San Francisco. It’s easy to get to, with plenty of parking options nearby. The lineup changes every time: usually **2–3 new comedians**, a couple of familiar faces, and the show always closes with its producer, **Scott Simpson — and he is always hilarious!** I suggest we meet **15 minutes before the show at the bar**, grab a drink, and get to know each other before it starts. 🎟️ It’s better to buy your ticket in advance, but you can usually get one at the door as well. I’m making this a **regular Meetup event**, although I won’t always be able to attend myself. When you arrive, just tell them you’re with the **Meetup group**, and they’ll seat you together. See you there — and let’s laugh! 😄 The show ends by 9:30pm. . Please check the FAQ [here](https://cttcomedy.com/) and to buy tickets go https://tickets.cttcomedy.com/events/?_gl=1\*16aiq5e\*_gcl_au\*MjAzMjE0NzI5NC4xNzg5MDczNDc2\*_ga\*MTE4MDMzOTY4NS4xNzg5MDczNDc2\*_ga_DDS6TRE8CK\*czE3OTA0NjUyNzEkbzMkZzAkdDE3OTA0NjUyNzEkajYwJGwwJGgw Hope see you there!