Posts Tagged ‘Money Smart Week’


Created by the Federal Reserve Bank of Chicago in 2002, Money Smart Week® is a public awareness campaign designed to help consumers better manage their personal finances. This is achieved through the collaboration and coordinated effort of thousands of organizations across the country including businesses, financial institutions, schools, libraries, not-for-profits, government agencies and the media. Money Smart programs at the Fremont Main Library this month:

Financial Elder Abuse    Wednesday, April 18   2:30-3:30 p.m.

 Prescott Cole, Senior Staff Attorney for California Advocates for Nursing Home Reform, will discuss how to protect retirement savings and home equity and how to recognize scams and techniques professional predators use.

Credit Reports & Credit Scores   Wednesday, April 25   3:30-4:30 p.m.

Learn from Alessandra Pio di Savoia, Housing Counselor from Habitat for Humanity East Bay/Silicon Valley: How to read a credit report, what     impacts your score and how to dispute items on your report.

Fighting Fraud – ID Theft and Scams   Wednesday, April 25   4:30-5:30 p.m.

Habitat for Humanity East Bay/Silicon Valley’s Alessandra Pio di Savoia shares what you need to do if you are a victim of ID theft, how to place fraud alerts and credit freezes and what you can do to protect yourself.

Estate and Trust Planning    Thursday, April 26   2:30-4:00 p.m.                               Monday, April 30   7:00-8:30 p.m.

James J. Phillips, a Certified Specialist in estate planning, probate, and trust law with over 30 years of experience, will speak on estate planning, trusts, probate, and related tax matters.  James J. Phillips, J.D. from Hastings College, has a “highest rating of professional  excellence” for legal ability and ethical standards by Martindale-Hubbell.

The Fremont Main Library, a branch of the Alameda County Library system, is located at 2400 Stevenson Boulevard and is wheelchair accessible. The Library will provide an ASL interpreter, for any event, with at least seven working days’ notice.  Please call             510-745-1401 or TTY 888-663-0660.

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msw2 logoMoney Smart Week is a national initiative in its seventh year between the American Library Association and the Federal Reserve Bank (Chicago) to provide financial literacy programming to help community members better manage their personal finances. Money Smart Week will be from April 22-29, 2017.  Money smart programs at the Fremont Main Library this month include:

Tuesday, April 4, 7:00 p.m. – 8:30 p.m.

Financial Advisor Chunchi Ma of investment firm Waddell & Reed, will share insights into various college funding options available to parents, from the well-known 529 plan, to the less popular Coverdell Plans, their pros and cons, and other less traditional methods.

Tuesday, April 11, 7:00 p.m. – 8:30 p.m.

The Bankruptcy Court is where you go when you need protection from your creditors and a fresh start. Attorney Eric Boeing has represented people in bankruptcy cases since 2009. At this event, Attorney Boeing will discuss and answer your questions about: using income, assets, expenses, and debts to predict your case’s outcome; the differences between Chapter 7 and Chapter 13; what can disqualify you from filing a case; what the Court’s protection covers; what assets you can keep (Spoiler: most of them); when not to file (or wait).

Tuesday, April 25, 7:00 p.m. – 8:30 p.m.

Many business owners don’t think about tax planning until it’s time to meet their CPA. Brian Chong, CPA, CFP® will teach strategies to reduce business owners’ taxes. Brian, whose clients are mostly engineers, real estate investors, and business owners, has been doing taxes since 2001. He is a UC Berkeley economics graduate and holds a Master’s degree in taxation from San Jose State. Brian is a licensed CPA and Enrolled Agent.

The Fremont Main Library, a branch of the Alameda County Library system, is located at 2400 Stevenson Boulevard and is wheelchair accessible. The library will provide an ASL interpreter for any event with at least seven working days’ notice. Please call 510-745-1401 or TTY 888-663-0660 for more information.

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The American Library Association and the Federal Reserve Bank of Chicago observe Money Smart Week® (MSW) April 21-28.  MSW is a series of free classes and activities designed to help consumers better manage their personal finances.  This year, as a partner, the Fremont Main Library at 2400 Stevenson Blvd. will host the following programs.

Annuities and Annuity Fraud    Tuesday, April 24, 7 – 8:30 p.m.

Join Alyce Sandbach, Prosecutor with the Alameda County District Attorney’s Office, and Neil Granger, Insurance and Annuity Consultant, to learn about different annuities and what you must know to protect yourself from fraud.  Sandbach will present on specific prosecutions, classic red flags that signal fraud, and laws that govern the conduct of salespeople and protect buyers.  Granger, who consults for government agencies and non-profits, will speak on the different types of annuities now on the market.

 The ABC’s of Long Term Care    Wednesday, April 25, 1:30 – 3 p.m.

Amanda Baldwin, MSW, Legal Assistance for Seniors, will talk about the pros and cons of Long Term Care (LTC) Insurance and:

 describe the differences between Medicare coverage and long term care

 explain ways of getting long-term care and options for financing it

 focus on the features as well as the pros and cons of LTC insurance

 offer guidelines for purchasing long-term care insurance

 Saving Money on Your Home    Thursday, April 26, 1:30 – 3 p.m.

George Duarte, President of Horizon Financial and Certified Green Real Estate Professional, will speak about energy upgrade programs and rebates for performance audits that are available; as well as different financing alternatives. Find out how this can be done when purchasing a home, or when energy retrofitting a home someone already lives in

 Using Your iPhone and iPad    Friday, April 27, 1:30 – 3 p.m.

Use your iPhone to advance your career and keep up with friends and business; or use your iPad to relax and enjoy leisure time.  Cyndi Kwong of Global Internet Group Use will talk about the different strategies and various apps that serve the needs of smartphone and tablet users.  Learn how to use your gadget to help solve your on-the-go problems and keep up with the latest news, track your job search, your banking or your business.

All programs are free and no registration is required. These programs are sponsored by the Fremont Chamber of Commerce and the Alameda County Library.   The Library is wheelchair accessible.  An ASL interpreter will be provided if requested at least seven working days in advance of the presentation.  Contact voice 510-745-1421 / TTY 888-663-0660.

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