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!

DFPI 2022 Financial Literacy Resource Partners and Exhibitors

DFPI logo

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

Seal of state of California

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:



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.

CalHr Savings Plus logo

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

ScholarShare logo

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/


CA Department of Insurance logo

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.

CA Department of Insurance Senior Gateway

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/

SEC logo

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

SEC logo

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:

  • Connect with advocates and mentors via our network of resource partners, including SCORE mentors, Small Business Development Centers, Women’s Business Centers, and the Veterans Business Outreach Center, all powered by the SBA.
  • Access capital with SBA-guaranteed loans from local lenders to create or retain jobs, buy equipment, and build or renovate commercial real estate.
  • Rebuild and recover with SBA disaster assistance programs.
  • Obtain federal contracting awards using the SBA 8a, HUBZone, and woman-owned small business certification programs.

SBA Fresno District Office
Email:  fresno@sba.gov
Phone:  559-487-5791

SSA logo

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

AARP logo


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

SMP logo

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.

  • Provide Medicare fraud prevention education via health fairs, presentations, etc.
  • Address complaints reported via our SMP State-wide fraud hotline 1-855-613-7080.
  • Refer potential Medicare fraud cases to appropriate investigative entities.

For questions, please contact:

SAFE Credit Union logo

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

Travis Credit Union logo

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.

SMUD logo

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:

  • Pay your SMUD bill if you can afford to do so. If you cannot pay the total, then pay what you can, but know this, SMUD will not shut-off your electricity due to payment through June 30, 2021.
  • We are asking customers who are struggling to pay their bills to contact us to make payment arrangements that best works for them at SMUD customer support 1-888-742-7683.
  • Our Energy Assistance Program Rate (EAPR) discount is easier to apply for now for low-income families.

Helpful Links:

Contact SMUD for more information:

Customer Service Center
6301 S St.
Sacramento, CA 95817

Anita Johnson & Associates logo

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.
916-253-6444 Office

Operation Hope logo

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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Last updated: Apr 29, 2022 @ 9:39 am