Financial Planning for People Who Hate Financial Planning

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Join us for a free 45 minute workshop with Benjamin Packard, a registered financial advisor, who will give you a quick crash course in the basics of financial planning.  By using simple to understand concepts he will teach you how to start planning for retirement.

Topics Will Include: How to save when you’re broke.  How much you should be saving. Becoming a millionaire on $20 a day. Debt consolidation. Robo-advisors Stocks & Bonds. What’s a 401(k) and 403(b)? What’s an IRA and Roth IRA? Mutual Funds vs. Index Funds vs. ETFs.


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Lakeview Branch

550 El Embarcadero
Oakland, CA 94610
Phone: (510) 238-7344