Financial Planning for People Who Hate Financial Planning

Money "sprouting" up from the ground

Benjamin Packard, of Lula Financial, presents a free 60 minute workshop that gives you a quick crash course in the basics of financial planning. Using stories and simple to understand concepts, he will teach you how to start planning for retirement. 

Topics 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


This event has already occurred. Visit our events calendar for future events.


Piedmont Avenue Branch

80 Echo Ave.
Oakland, CA 94611
Phone: (510) 597-5011