2022 Financial Capability Resource Fair
Welcome and thank you for visiting the DFPI’s 2022 Financial Literacy Resource Fair web page! Our goal is to share resources and raise awareness about the importance of financial education and resources, especially now with the many economic uncertainties caused by COVID-19, inflation, and global instability. We want Californians to remain healthy – both physically and financially during these uncertain times.
This year, we are hosting our annual resource fair virtually, on Tuesday, April 12, 2022, which includes a roundtable discussion regarding avoiding financial fraud and scams, while highlighting a few of the many vendors that promote financial empowerment and security. Please check out all of our resources and community partners!
Financial Capability Month Resource Fair Webinar Agenda:
April 12, 2022, 10:00 am
- Welcome
- Exhibitor Highlights
- Federal Deposit Insurance Corporation (FDIC) – Spike Keil, Community Affairs Specialist
- Social Security Administration – Michael Teixeria, Public Affairs Specialist
- California State Controller’s Office – Unclaimed Property – Nicole Jones, Senior Special Assistant
- California State Treasurer’s Office – CalSavers – Carolina Hernandez, Outreach Specialist
- Cyber Fraud Roundtable Discussion, moderated by Christina Tetreault, DFPI Deputy Commissioner, Office of Financial Technology Innovation, with special guests:
- Supervisory Special Agent Michael Sohn, Liaison, National Cyber Forensics and Training Alliance, Federal Bureau of Investigations (FBI)
- Nelson Santiago, Community Outreach Manager, Consumer Action
- Kathy Stokes, Director, Fraud Prevention Programs, AARP
Don’t forget to visit our financial literacy partners and exhibitors with their information below!
- If you are interested in becoming an exhibitor, please email outreach@dfpi.ca.gov.
DFPI 2022 Financial Literacy Resource Partners and Exhibitors
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Department of Financial Protection and Innovation The Department of Financial Protection and Innovation (DFPI) provides a variety of information and resources with a goal providing consumers, like you, with tools essential to make smart financial decisions. Access our free resources and learn more: www.DFPI.ca.gov/outreach |
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California State Controller’s Office – Unclaimed Property California’s Unclaimed Property Law requires banks, insurance companies, corporations, and certain other entities to report and submit their customers’ property to the State Controller’s Office when there has been no activity for a period of time (generally three years). Find out if the Controller is protecting property in your name!
Contact information:
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CalSavers CalSavers is California’s retirement savings program designed for the millions of Californians who don’t have a way to save for retirement at their job. State law now requires all businesses with five or more employees to facilitate CalSavers if they do not sponsor a retirement plan. Deadlines for employers to comply vary based on the size of the business. The registration deadlines for eligible employers with more than 50 employees have passed. The next deadline, for employers with five or more employees, is June 30, 2022. For savers, CalSavers is a completely voluntary workplace IRA program designed to be simple and portable from job to job. Operating at no taxpayer expense, CalSavers is professionally managed by private sector financial firms with oversight from a transparent public board chaired by the State Treasurer. CalSavers enables employers to provide their employees with access to a payroll deduction Individual Retirement Account (IRA) with no employer fees or fiduciary responsibility. For more information visit CalSavers.com. The CalSavers team hosts free public webinars for employers and savers in English, Spanish, Cantonese, and Mandarin. To see the webinar schedule visit CalSavers.com/events. |
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California Department of Human Resources (CalHR) – Savings Plus retirement program Savings Plus is a voluntary retirement program that allows eligible employees or officers on the payroll of the CA state to supplement their retirement benefits through tax-deferred and Roth payroll contributions. Savings Plus offers a 401(k) Plan and a 457(b) Plan. Learn more about Savings Plus: https://www.savingsplusnow.com |
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California State Treasurer’s Office – ScholarShare 529 college savings plan With ScholarShare 529, you get tax-free growth, low fees, and smart investments from a flexible college savings plan. Getting started is easy: learn about the plan, research investments, and open an account. Learn more about ScholarShare: https://www.scholarshare529.com/ Contact:
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The California Department of Insurance The California Department of Insurance (CDI) is the consumer protection agency for the nation’s largest insurance marketplace, overseeing more than 1,400 insurance companies, and licensing more than 450,000 agents, brokers, adjusters, and business entities. CDI also conducts market conduct reviews, resolves consumer complaints, and investigates and prosecutes insurance fraud. For more information, visit http://www.insurance.ca.gov or call 1-800-927-4357 CDI also administers the California Low Cost Auto Insurance Program (CLCA), a state-sponsored program that provides affordable liability insurance to low-to-moderate-income California drivers regardless of immigration status. For more information and to see if you qualify, visit www.mylowcostauto.com or call 866-602-8861. |
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Senior Gateway Empowering California Seniors with Information and Resources. Senior Gateway is a one-stop website intended to provide seniors, their families, and caregivers with the information they need to connect to helpful services and resources, to find answers, and solve problems. This includes information on topics such as: Avoiding and Reporting Abuse & Neglect, Preventing Fraud, Financial Abuse & Common Scams, Health Care Information, and Your Rights Senior Gateway is sponsored by the Elder Financial Abuse Interagency Roundtable (E-FAIR), a working group with representatives from many California State agencies, and is hosted by the California Department of Insurance. Senor Gateway: https://seniors.insurance.ca.gov/ |
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U.S. Securities and Exchange Commission The mission of the U.S. Securities and Exchange Commission (SEC) is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation. The SEC strives to promote a market environment that is worthy of the public’s trust. As part of that mission, the SEC provides free investor education in a number of forums, including by providing in-person (when permitted) and virtual presentations on investing wisely and avoiding fraud. Please see the SEC’s investor-friendly website, http://www.investor.gov, which features investor alerts and bulletins and a wealth of financial tools and resources. For more information, contact Joanne Morris, losangeles@sec.gov or visit www.sec.gov |
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U.S. Small Business Administration (SBA) The U.S. Small Business Administration’s Fresno District Office is responsible for the delivery of SBA’s many programs and services for the counties of Alpine, Fresno, Inyo, Kern, Kings, Madera, Mariposa, Merced, Mono, Monterey, San Benito, San Luis Obispo, Stanislaus, Tulare and Tuolumne in Central California. The SBA empowers small businesses to:
SBA Fresno District Office |
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Social Security Administration The Social Security Administration (SSA) is part of the retirement plan for almost every American worker. It provides replacement income for qualified retirees and their families. We are constantly expanding our online service offerings to give you freedom and control in how you wish to conduct business with Social Security. Today, you can apply for benefits, check the status of your claim or appeal, request a replacement Social Security card (in many areas), get an instant benefit verification letter, and much more. View our full list of online services.
Contact: Public Affairs Specialist Michael Teixeria at Michael.teixeira@ssa.gov |
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AARP AARP is a national nonprofit, nonpartisan organization that empowers people to choose how they live as they age. For more information about resources in Sacramento, visit https://local.aarp.org/sacramento-ca/. For more about AARP and find an office near you, visit https://www.aarp.org/ For questions, contact Kris Ritualo at Kritualo@aarp.org |
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California Senior Medicare Patrol Combat healthcare fraud and scams with the Senior Medicare Patrol (SMP). The California Senior Medicare Patrol offers free resource materials pertaining to Medicare fraud (flyers, brochures, give-a-ways). Many materials are offered in several languages.
For questions, please contact:
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SAFE Credit Union SAFE Credit Union is a not-for-profit, state-chartered credit union serving the Greater Sacramento region that has made members an integral part of its community vision since 1940. Through SAFE’s Workplace Financial Wellness (WFW) program, SAFE financial education experts have supported employee productivity, retention, and satisfaction for many Sacramento employers, including some of the Sacramento region’s largest, with services tailored for their employees’ unique needs. Insured by NCUA. To learn how your workplace can benefit from SAFE’s no-cost Workplace Financial Wellness program, visit www.safecu.org/employers. To access SAFE’s Employee Money Management Toolkit with a myriad of financial literacy tools, such as financial calculators, entertaining blogs, budgeting worksheets, special offers and on-demand learning, visit https://www.safecu.org/community/financial-education. To learn more about SAFE, visit safecu.org. For questions on how to take advantage of SAFE’s no-cost Workplace Financial Wellness benefit, contact Karen Shahhosseini at karen.shahhosseini@safecu.org |
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Travis Credit Union At Travis Credit Union, we are committed to helping people take control of their financial lives. Celebrating 70 years of ‘People Helping People’ in 2021, Travis Credit Union’s Awesome Cause was created to change lives and lift communities through financial wellness. For free financial education resources, live and on-demand webinars, and financial coaching through Greenpath, please visit traviscu.org/awesomecause. Contact: Galen Dobbins, Government Affairs Officer, gdobbins@traviscu.org. |
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The Sacramento Municipal Utility District The Sacramento Municipal Utility District (SMUD) is a not-for profit public utility that has been providing our customers with reliable power for more than 70 years. SMUD offers low-income and residential assistance programs and additional help during the COVID-19 pandemic including:
Helpful Links:
Contact SMUD for more information: Address: |
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Anita Johnson & Associates Anita Renee’ Johnson is the founder of ARJ & Associate, a company she formed in 1996 with the mission to equip women business owners with sound financial advice allowing them to make sound financial decisions. Money Wisdom for Women (MWFW), founded by Ms. Johnson in 2009, is a spin-off company of ARJ & Associates, whose mission is to equip women with wealth building skills, allowing them to leave a legacy for their children. Let Anita help you enhance your healthy financial habits taking away fear, anxiety, uneasiness, guilt and so many other unhealthy feelings. Contact: Anita R Johnson & Associates Inc. |
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Operation Hope Our focus is financial dignity and inclusion. We equip young people and adults with the financial tools and education to secure a better future—coaching them through their personal aspirations and life’s challenges, and facilitating their journey to financial independence. For more information, visit https://operationhope.org/ Contact Yolanda Butler 925-567-4906 or yolanda.butler@operationhope.org |
The DFPI does not endorse any financial companies/organizations, products or professionals listed here. Exhibitors are only listed as educational resources and participants of the DFPI’s 2022 Financial Literacy Resource Fair.
About the DFPI
The DFPI protect consumers against companies or individuals offering financial products and services. The DFPI’s mission is to protect California consumers from unfair, deceptive, and abusive practices as well as financial fraud and scams. To learn more about the DFPI, file a complaint or verify a license, visit our website at: www.dfpi.ca.gov or call toll free 1-866-275-2677.
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