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Upcoming Dates

Event

How to Choose Financial Professionals

Course Information

Location: 455 County Center, Room 101 – Redwood City, CA

Instructor Bio:

Andrea Roland, CFP® has been in the financial services industry for nearly 20 years. Originally from New Zealand, her world experiences and zest for life make for an engaging and entertaining class experience.

How to Register:

Event

February Retiree Payday

Event

Successful Retirement Living

Course Information

Location: 455 County Center, Room 101 – Redwood City, CA

Instructor Bio:

Keith Dorney, CFP® has been an instructor with Financial Knowledge since the year 2000. Conducting personal finance seminars is a natural extension of his previous career helping NFL players with financial planning. His years of experience and engaging smile make his classes truly enjoyable.  

How to Register:

Board Meeting

2020 March Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

Event

Money Management (Online)

Course Information

Location: Online Webinar

Participants will learn how to make better spending decisions, get out of debt, build and maintain a good credit record and stay on track with their financial goals.

Highlights:

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