Family Financial Literacy Workshops

North San Mateo County's Project Read and National Financial Literacy Campaign is hosting a complimentary Financial Literacy Workshop series. Join us in person for some fun and easy-to-understand sessions all about managing money as a family! These workshops are perfect for everyone who wants to get smarter about saving, budgeting, and planning for the future. Bring your questions, learn hands-on tips, and connect with others looking to boost their financial know-how. Don’t miss out on this great chance to empower your whole family! Register today and receive a leather-bound budget notebook and a chance to win a $100 gift card.

Join Us to WIN! 🏆Attend and receive a leather-bound budget notebook — plus a chance to win a $100 gift card!

Complimentary workshops for the whole family. Seats are limited — reach out now to save your spot at Westlake Library!

Info: Learn how to track where your money goes and build a spending plan that actually works. No complicated apps — just smart habits.

Info: Understand how compounding interest work, what the difference is between stocks, bonds, ETFs, and index funds — and why low-cost, diversified investing beats most "hot tips." No specific brokerage will be pushed.

You'll understand risk tolerance, time horizons, and how to evaluate any investment claim you ever hear again.

Info: Demystify 401(k)s, IRAs, Roth accounts, and Social Security timing. Learn how to estimate what you actually need — and how California-specific rules may affect your plan.

No annuity sales. No whole life insurance pitches. Just the math and the options.

Info: Understand marginal vs. effective tax rates, how investment income is taxed differently, and strategies to legally reduce your tax burden. California has unique rules — you'll learn both federal and state basics.

This is literacy, not tax preparation. You'll know the right questions to ask a CPA.

Info: Learn which types of insurance you actually need vs. which are oversold — including life, disability, health, and liability coverage. Understand how to evaluate policies without being swayed by a commissioned agent.

You'll learn what questions to ask, what to avoid, and how to shop on your own terms.

Event Venue & Nearby Stays

WESTLAKE LIBRARY, 275 Southgate Avenue, Daly City, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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