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Budgeting Workshops San Francisco

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Financial Planning Day: Financial Workshops and More

Financial Planning Day: Financial Workshops and More

Sat, Oct 24, 5:00 PM
From NorCal World Schoolers. Be a student of life & living !!
4.6

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** \|

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9 attendees

IBD San Francisco Bay Area Joint Meetup

Sat, Oct 3, 3:00 PM
From Growth Stock Investors of San Francisco
4.7
83 attendees
SF FREE Film Industry Pitch Fest- INVESTORS, FILMMAKERS, PRODUCERS, ACTORS etc

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

Sat, Oct 3, 8:45 PM
From MMTB- Movie Making Throughout the Bay! Inc.
4.9

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)

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

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

Tue, Oct 6, 5:00 PM
From NorCal World Schoolers. Be a student of life & living !!
4.6

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)**

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8 attendees
FREE Workshop Care Night @ Ace Makerspace

FREE Workshop Care Night @ Ace Makerspace

Fri, Oct 23, 2:00 AM
From Ace Makerspace
4.8

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/)

1 attendee

IBD San Francisco Bay Area Joint Meetup, Zoom version

Sat, Oct 3, 3:00 PM
From Growth Stock Investors of San Francisco
4.7
73 attendees
430kMonthly events
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60mMembers
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4.5App store rating
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200kGroups
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Frequently asked questions

Meetup is a platform that helps you discover local groups and events based on your interests. Whether you want to join financial workshops, attend social gatherings, or learn new skills, Meetup connects you with the right community.

You can find budgeting workshops in San Francisco by searching upcoming events in the area on Meetup. Simply use the search feature to filter by interest and location, then browse the options that fit your schedule and needs.

Budgeting workshops can help you learn important financial management skills, connect with financial experts, and meet others interested in improving their financial health, which can be very beneficial for developing sound money habits.

Yes, you can join multiple budgeting workshops to broaden your knowledge and experience. Each workshop might offer unique insights and tools, enhancing your financial skills diversely.

Meetup offers free access to browse groups and events, but certain workshops or activities might have a fee set by the event organizer. Always check the event details for specific information.

You can choose which workshops to attend based on your interest and availability. There's no obligation to attend all sessions; you can RSVP for the ones that best fit your schedule.

Budgeting workshops can be either online or in-person depending on the organizer. It's best to check each event's details on Meetup for location information to plan accordingly.

Expect to engage in discussions about budgeting techniques, financial goals, and money management strategies. Workshops are typically designed to be interactive and informative, often led by experts.

Yes, many budgeting workshops cater to beginners, offering basic skills and actionable steps to get started. Look for sessions specifically labeled as introductory or suitable for newcomers.

Once you've found a budgeting workshop you want to attend on Meetup, simply RSVP by clicking the attend button on the event page. This helps organizers manage the event and send you updates.

Availability of workshops depends on local organizers and demand. If you don't find something immediately, check back regularly or set alerts for new events that match your interests.

No, workshops are organized by independent groups or users. Meetup serves as a platform to connect people and event organizers.

No, Meetup primarily facilitates group activities. While you'll meet many individuals interested in financial planning, the focus is on sharing knowledge in a community setting.

Yes, if you're interested in sharing your financial expertise, you can create a group and host your own workshops through Meetup. This way, you contribute to the community's growth.

Not all workshops are free. Some may have a cost associated with materials or expert instruction. Always check individual event details for pricing information.