Budgeting Workshops San Francisco

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)**

"Thriller" Dance All Levels Workshop

This Halloween join us for this exciting and come learn the iconic choreography to Michael Jackson’s classic hit! You’ll learn the iconic choreography to Michael Jackson’s classic hit, led by hip-hop amazing instructor Max! **This fun, spooky workshop is open to all skill levels. Zombie costumes are encouraged but not required!** **OPTIONAL MINI-SHOWCASE** Want to perform at the end? We’ll open the floor for those who want to share the combo all together or in small groups—cheered on by a supportive room. **WHEN: Saturday\, October 25th \| 5:00 PM – 7:30 PM** **LOCATION: Motion Arts Center, 217 S Claremont St, San Mateo, CA** **TICKETS:** **$70 Early Bird Discount (Until 10/16/2025)** $80 General Admission **\*Workshop is for teens ages 12+ and adults.** **Sign up is required to attend. (Limited Spaces Available).** Don’t miss out on this exciting workshop! Spaces are limited. Sign up today online and reserve your spot today! For more info visit us at: [https://motionartscenter.com/thriller-dance-workshop/](https://motionartscenter.com/thriller-dance-workshop/)

IBD San Francisco Bay Area Joint Meetup

FREE Workshop Care Night @ Ace Makerspace

The Ace Workshop is a community space which means that we all have a role to play beyond simply working on our projects and cleaning up after ourselves. This social evening is all about working together to care for our tools, make repairs, and practice concepts covered in our Shop Basics class like logging assets and finding information on the wiki. **Class Type:** Exposure **Level:** Beginner **Timing:** 2 hours **Location:** Suite #214 Workshop **Prerequisite:** Shop Basics **Certifications:** None **Age:** 18+ Our expert host, Howard Cohen, will help guide the group through a variety of repairs as we work in teams of two to tackle a checklist of current workshop maintenance and repair needs. This beginner-accessible volunteer event is a great entry point into both Ace shop culture and tool repair concepts + an easy way to make your monthly contribution of effort. Each event is unique! One month we may align the Table Saw blade, repair a vacuum duct and re-home new tools; the next we may wax the tool tabletops and replace the cyclone filter. **Bonus:** Try signing up with a friend or a date! At Ace we use the buddy system for all repairs. **What to bring:** A notebook or well-charged phone for accessing slack and the wiki. **What to wear:** Closed-toe shoes, short sleeves, and work clothes. Long hair must be tied back. **Safety Gear:** Eye protection, ear protection, and hand sanitizer will be provided. You can also bring your own. New Guests must [sign up for a FREE Guest Account and sign their liability waiver](https://www.acemakerspace.org/product/guest-account/) before this event starts. Add the FREE account on check out or sign up here → [FREE Guest Account](https://www.acemakerspace.org/product/guest-account/). Ace Makerspace is a 501(c)(3) nonprofit member-supported organization. All proceeds support Ace Makerspace and help us serve over 1200 people a year with innovative programs, equitable access to makerspace resources, and more creative, self-reliant communities in Oakland. YOU MUST RSVP/PURCHASE TICKETS THROUGH THE ACE MAKERSPACE WEBSITE: [www.acemakerspace.org/calendar](https://www.acemakerspace.org/calendar/)

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.)

IBD San Francisco Bay Area Joint Meetup, Zoom version

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.

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!

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