Upcoming Events

Getting Started: Budgeting Basics
21 October 2017
Free talk

This free talk is part of Financial Planning Day in Sacramento, CA.  Join us for some free help with your finances!  There will be workshops throughout the day, as well as an opportunity for a private consultation with a financial planner.  Bring your questions, get some insight!

When: 9:30 and 11:30 a.m. on 21 October 2017
Where: West Sacramento City Hall,  1110 W. Capitol Avenue
Website: http://financialplanningdays.org/event/greater-sacramento-financial-planning-day

If you are outside the Sacramento area, find an event in your area here.


UC Davis Work Life and Wellness Brown Bag Series
12 April 2018
Free talk

“Money Mindfulness – How to Get Started” is a free talk at the UCD Brown Bag lunch.  Join me for a discussion on how to get started on taking care of your personal finances and, by extension, yourself.  Studies have shown that 30% of Americans are losing sleep because of their finances, and that the average employee spends 13 hours of work time per month worrying about money.  We will discuss what to do in order to take care of your own finances, whether that be dealing with debt, living within your income, saving for the future or planning for retirement.

When: Thursday, 12 April 2018, 12:00 – 1:00 p.m.
Where: UCD Student Community Centre, Multipurpose Room
Website:  http://sdps.ucdavis.edu/brown_bag/worklife_wellness.html
Registration: None needed – bring your lunch and have some fun!


Your Custom Class
Multi-session Local or On-line Personal Finance Class

I also offer custom classes, designed according to your needs.  Gather a group of 5 or more (including yourself) friends, colleagues, classmates or children, and let me know what you would like to cover.  Past classes have included Money 101 for Artists and Money 101 for Teenagers.  Classes can be on-line or local.  Organizer receives a 50% discount.  Contact me to let me know your needs!