Financial Literacy Workshop

Executive Inn & Suites 1755 Embarcadero, Oakland, CA 94606
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Dear Presenters:

 
Thank you for agreeing to participate in this year's Financial Literacy Workshop! I have divided the workshop into 3 sections.  I am not worried about you presenting everything listed in a linear fashion.  How you touch on these components of financial literacy is up to you as long as we touch on them.  Each presenter will have 40-45 minutes to present and there will be a Q & A session after. We will take a 15-20 minute break at about 11 am.   Additionally, attached please find the event flyer for distribution to your networks.
 
Ghizal's focus:
- Basics of Banking (checking/savings, emergency funds, account usage)
- Access to Banking / Financial Inclusion
- Community resources and pathways to financial stability
- (Optional) Fraud awareness and protection
 
Christian's Focus:

 - Credit & Its Components (scores, reporting, building/improving credit)
- Managing Debt (repayment strategies, good vs. bad debt, minimum payment risks)
- Credit Cards: Benefits and Pitfalls (interest, fees, responsible usage)
- Budgeting and Cash Flow (practical day-to-day money management)

- Loans and Mortgages (foundational understanding and access)
 
Jason's focus:
- Investing Basics 
- Financial Planning and Retirement Strategies
- Importance of Tax Planning
- Building Wealth Over Time and the Importance of Compound Interest
 
Thank you again for your participation!
 
Shelly Watson, M.S. Comm
 
Board of Directors
National Coalition of 100 Black Women, Inc. - Oakland Bay Area Chapter
(510) 517-6532