Spring 2024 Financial Literacy Series

Take an important step towards your financial future this Spring 2024!

South County Outreach has partnered with Farmers & Merchants Bank and the Financial Planning Advisors of OC, to bring you a unique opportunity to help you manage your personal finances.

This financial education series will provide you with the information and resources needed for you to unlock your financial potential.

Participation in the program will also include two complimentary one-on-one sessions with a local financial advisor to help you turn your goals into reality.

The workshops will take place on the first and third Wednesdays of April, May, and June 2024.

Dinner and other incentives will be provided for each session.

Those who participate in all 6 sessions will receive a $200 stipend to kick start your financial wellness!*

FREE 6-part educational series will include the following sessions:

  • April 3rd, 2024: Income, Expenses, Budgeting Workshop (5-6pm)
    • Learn how to track your income and expenses, and develop your own personal budget.
  • April 17th, 2024: Credit Reports & Credit Scores Workshop (5-6pm)
    • Learn about credit reports as well as how to build a productive credit history and improve your credit.
  • May 1st, 2024: Financial Advising (5-6pm)
    • First one-on-one meeting with a financial advisor to help you plan for your financial goals.
  • May 15th, 2024: Managing Debt/Borrowing Basics Workshop (5-6pm)
    • Learn options for borrowing money, the costs of borrowing, and different ways to manage debt.
  • June 5th, 2024: Short & Long-Term Savings Workshop (5-6pm)
    • Learn about various ways to grow your savings within a bank and investments in a retirement account or stock market, as well as understanding the risks of investing.
  • June 19th, 2024: Financial Advising (5-6pm)
    • Second one-on-one meeting with a financial advisor to answer any pending questions.

Registration for the Spring 2024 Financial Literacy Series has reached capacity.
Please call and leave a voicemail at 949-380-8144 x217 to be added to the waitlist.

Click here to register for the Spring 2024 session

*To be eligible to receive the stipend, participants MUST attend all 6 sessions and be a first-time participant in SCO’s Financial Literacy classes. No exceptions will be made.