Posts Tagged ‘investment’

Third Annual Financial Planning Day

Wednesday, September 8th, 2010

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In these tough economic times, our local communities are facing tremendous financial challenges. Middle to low-income families have been disproportionately devastated by the unprecedented financial crisis facing our state.

To help you and your family better understand and better plan for your financial futures, we are offering our Third Annual Financial Planning Day, which will include free and private financial consultations with certified financial planning professionals. Whether you need guidance with basic financial planning or more specialized advice on retirement planning, investment strategies, estate planning, tax issues, insurance, employee benefits or other special circumstances, highly competent financial planners and experts will be available to assist you.

Participants can receive as many private consultations or attend as many of the free educational workshops as they like.

Planning for your financial future is more important than ever and by bringing together local communities and certified financial planners, we are offering individuals the opportunity to take control of their finances. The valuable services provided at this highly anticipated event are free, confidential, and unlimited! Please come and attend all of the workshops and receive several private consultations on your financial issues.

The Financial Planning Day is sponsored by The Financial Planners Association-East Bay Chapter In Collaboration with Assembly Memember Sandre R. Swanson, Senator Loni Hancock, Assembly Memeber Nancy Skinner, Oaklnad Mayor Ronald V. Dellums and The City of Oakland

Mark your calendars and look out for the flyer with additonal information soon!

A day of free Financial Planning

Saturday, October 2, 2010
10:00am to 4:00pm
Oakland City Hall | 1 Frank H. Ogawa Plaza | Oakland, CA 94612

For more information, please contact the District Office at (510) 286-1670.

Click Here for More Information

Summer Internship Reflections

Monday, August 3rd, 2009

This year we held the first Summer Internship Program at OneCalifornia Foundation, of which I was lucky enough to be a part. I came to the Foundation last March as an intern to assist with the marketing of our Oakland Unwrapped! Online Marketplace. I graduated from UC Berkeley in May and decided to stick around for the summer to assist with the internship program, and participate as an intern as well.

I haven’t got enough space here to go address everything that I’ve taken away from the program. The most unique part of this internship was the focus on the enrichment of the interns, specifically the inclusion of a curriculum on banking and socially responsible business. Over the course of six weeks we heard lectures on everything from retail banking to investing to B corporations. We pulled presenters from OneCalifornia Bank and other socially responsible organizations like RSF Social Finance, Give Something Back, Renewable Funding, Green Retirement Plans, and more. With each of the interns in the program working on separate projects, the courses on banking were a great way to acquaint everyone with how a bank is run and the different jobs that need to be done. The socially responsible business component was what really struck me, as there was no class I took as an undergrad to show me that I could, and more importantly, that I should look for a career where I can do good just by showing up to work every day. The bottom line—the business world is changing; there will be more and more companies with socially responsible missions that give more back to the environment and the community. You don’t need to volunteer or work at a non-profit to make a difference, and you can still make a living doing it.

We were lucky enough to have six awesome interns, all Economics majors, from UC Berkeley, Stanford, and Northwestern, and while I could wax on about what made this internship so great, I think I will leave some room for you to hear from everyone else… (more…)