Money Matters

Learn from experts on how to plan for retirement and leave a lasting legacy.

Join Friends of the Sacramento Public Library for Money Matters. During this series of virtual workshops on Zoom, we'll dive into topics such as retirement planning, investment trends, fraud prevention, and leaving a legacy.

Money Matters
This series is presented by the Friends of Sacramento Public Library.

Money Matters: The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire
October 7 at Noon | Register for this event
Are you as prepared for retirement as you’d like to be?
With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan. Join our presentation from SAFE Credit Union to learn more about: 

  • Timing your retirement and determining how much savings you might need
  • Maximizing your retirement savings strategy now and what to do as you approach retirement
  • What to expect from Social Security and how to build a retirement income stream
  • Factors, other than money, that can have a considerable effect on your retirement
Money Matters: Investment Trends
October 14 at Noon Register for this event
What’s going on in the world of investing? Join us to learn the purpose of various asset classes (stocks, real estate, commodities, etc.), in an investment portfolio and our current outlook on each. Presented by ​Chuck Else, a Principal at Osborne Partners Capital Management, LLC with over 25 years of wealth management experience. 

Money Matters: Protect Your Dollars, Avoid Financial Fraud: Preventing Scams during the time of COVID
October 21 at Noon Register for this event
The California Department of Financial Protection and Innovation (DFPI) protects consumers and fosters trust by regulating companies and individuals offering financial products and services. Join us to learn about:

  • DFPI Services
  • Financial Fraud Prevention
    • What scams to watch out for and how to avoid them
    • How scammers manipulate our emotions to profit
    • How to protect your family’s financial health
  • Resources, information and where to get help
  • How to file a complaint

Money Matters: Building a Lasting Legacy: How Do You Want to be Remembered?
October 28 at NoonRegister for this event
This session focuses on the components of your legacy, primarily how to construct your financial estate plan and how you may want to be remembered through an ethical will. Presented by Anne Rosenthal, a Certified Specialist whose practice emphasizes estate planning, trust and probate administration and Rivkah Sass, the Director of Sacramento Public Library.

This program is presented by

Friends of Sacramento Public Library