Financial Planning for People Who Hate Financial Planning

Money "sprouting" up from the ground

Benjamin Packard, of Lula Financial, presents a free 60 minute workshop that gives you a quick crash course in the basics of financial planning. Using stories and simple to understand concepts, he will teach you how to start planning for retirement. 
 

Topics include:

  • How to save when you're broke

  • How much you should be saving

  • Becoming a millionaire on $20 a day

  • Debt consolidation

  • Robo-advisors​

  • Stocks & Bonds

  • What's a 401(k) and 403(b)?

  • What's an IRA and Roth IRA?

  • Mutual Funds vs. Index Funds vs. ETFs

When

This event has already occurred. Visit our events calendar for future events.

Where

Piedmont Avenue Branch

80 Echo Ave.
Oakland, CA 94611
Phone: (510) 597-5011
See map: Google Maps