SATURDAY, OCTOBER 2, 2010
A DAY OF FREE FINANCIAL PLANNING

10:00AM TO 4:00PM
OAKLAND CITY HALL | 1 FRANK H. OGAWA PLAZA | OAKLAND, CA 94612

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.

Do not miss this important day!!

THE FINANCIAL PLANNING DAY IS SPONSORED BY THE FINANCIAL PLANNERS ASSOCIATION-EAST BAY CHAPTER IN COLLABORATION WITH

ASSEMBLYMEMBER SANDRÉ R. SWANSON, SENATOR LONI HANCOCK, ASSEMBLYMEMBER NANCY SKINNER,
OAKLAND MAYOR RONALD V. DELLUMS AND THE CITY OF OAKLAND

MARK YOUR CALENDARS AND LOOK OUT FOR THE FLYER WITH ADDITIONAL INFORMATION SOON!!
THERE WILL BE SPECIAL GUEST SPEAKERS

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

Date: Saturday, November 6, 2010

Time: 9 AM to 4:30 PM

Place: Marriott Oakland City Center,

 1001 Broadway, Oakland 94607

MORE INFO and TO REGISTER:

YWCA Young Women and Money Website

Conference sold out last two years, sign up now!
YWCA Young Women and Money Website

Controlling your money, rather than having your money control you is key to every woman’s quality of life. The YWCA Berkeley/Oakland’s Young Women and Money Conference will help you gain financial independence and success.

YWCA Berkeley/Oakland

2600 Bancroft Way, Berkeley, CA 94704

510-848-6370 |info@ywca-berkeley.org
www.ywca-berkeley.org
conference corporate sponsor:

 In the first nine months of the fiscal year 2010, out of the 80 banks in the San Francisco SBA District Office, OneCalifornia Bank was 6th in terms of number of loans and 10th in number of dollars lent for the nine month period between October 1, 2009 and June 30, 2010*. We generated a total of $5.75 million in loans during this time. In fact, we lent more dollars than Citibank, Bank of America, Bank of the West, and JPMorgan Chase in this district.  Pretty impressive considering we’ve only been around for 3 years and their assets are on substantially larger than ours!  We look forward to having them join us in increasing the amount of loans being made to our local small businesses.

We are proud to be able to help many businesses in stay in operation (and grow!) during hard times, and in turn help retain and create jobs in our local community.  This is what our work is all about - strengthening our local economy to benefit community members of all income levels, races and walks of life.  You support our clients every day without knowing it, from a Hispanic bakery in San Pablo to a recycling retail business in Oakland, to a restaurant in San Francisco.  Thank you for supporting us in this work!

For enlightening facts about how small banks across the country are helping our communities, see this article in last month’s newsletter.

*for 7a loans

The coalition’s first event, the Health-Wealth Symposium, was its first step in realizing its objectives.  The symposium brought together individuals from health, social service, and financial asset building organizations; public and elected officials; businesses; financial institutions; and the coalition’s funders.  Guests listened to panel presentations on cutting-edge research about health-wealth efforts and outcomes and participated in small group discussions about the topics presented by the guest speakers.  In the morning, participants discussed the issues their organizations faced when promoting health and wealth so that they could learn from each other about ways to better present this information.  In the afternoon, participants brainstormed actions to begin to make positive changes.  Participants noted the commitment they all had to their work in either the health or wealth industries but that all were very eager to engage and learn from those working in other fields.

The symposium focused on cross-organizational learning and sharing as well as collective brainstorming and ended on a positive, forward-looking note.  Participants left energized to apply new strategies and ideas to their own work and to continue the conversation of the health-wealth disparity in our nation.

For more information on the Health Wealth Connection Collaborative and information from the symposium, visit the collaborative’s website.

Oakland Museum of CA: Best Face Lift

Oaklandish: Best Locally Made Kids’ Products; Reader’s Poll: Best Locally Made Products; Reader’s Poll: Best Men’s Clothing; Reader’s Poll: Best T-Shirts

Pendragon Books: Reader’s Poll: Best Book Store

Pro Arts Gallery: Reader’s Poll: Best Arts Organization

Yoshi’s Jazz Club: Most Balanced Kid’s Meal

Check out these and other winners at the Best of the East Bay Party on August 6th in Jack London Square!