Events & Workshops
First-Time Homebuyer's Workshop (2 part)
Saturday, August 14th | 8:45 AMPART 1:
DATE Saturday, August 14, 2021
TIME 8:45AM – 12:00PM
REGISTER: https://bit.ly/FTHBpartoneAUG2021
PART 2:
DATE Saturday, August 21, 2021
TIME 8:45AM – 12:00PM
REGISTER: Registration link for Part 2 will be issued during Part 1.
This workshop satisfies the 6 hour education requirement for obtaining the Homebuyer Education Certificate for the San Francisco Mayor’s Office of Housing and Community Development’s down payment assistance programs and below market rate (BMR) ownership opportunities. Learn how to set financial goals, create a budget, downsize your debt, and understand your credit report and score. We’ll explain how to best prepare yourself for homeownership, what to expect in the mortgage loan process along with learning the different types of loans available. Learn about the steps in the homebuying process including shopping for a home, making an offer, the closing period, home buying professionals that will assist you along the way and local programs that may be available.
It's Never Too Soon to Start Planning for College!
Thursday, August 19th | 12:00 PM to 1:00 PMJoin this FREE webinar on Thursday, August 19, 2021 from Noon to 1PM.
SPEAKER: Tony Delumen, CLTC, Financial Services Professional MassMutual Northern CA True North Financial Group License OD47382
Webinar discussion topics:
How the cash value of life insurance, when used properly, not only provides a death benefit, it also offers flexibility to help mitigate risks in ways that complement savings techniques.
Different methods available to fund college educations:
- 529 plans
- Coverdell accounts
- Formal assistance programs
- Scholarships & loans
NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION * NOT FDIC OR NCUA-INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT GUARANTEED BY ANY BANK OR CREDIT UNION MAY GO DOWN IN VALUE
Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. SOC7695_Delumen 220 License OD47382 CRN202301-277429
Shred Day!
Saturday, September 25th | 10:00 AM to 1:00 PMWHAT: Shred your old, unwanted documents
WHEN: Saturday, September 25
TIME: 10AM - 1PM
WHERE: Main Branch, 770 Golden Gate Avenue
