Financial Awareness Workshops

Planning for the Future

We want to motivate, educate and empower you to improve your future financial lifestyle by providing an easy-to-use, systematic approach to personal financial management.

The Monterey Public Library Endowment Committee and the Friends of the Library in partnership with The Financial Awareness Foundation present free workshops semi-annually in April and October to improve financial awareness and financial literacy in our community.

Please download materials from previous workshops, view workshops on-demand, and share the information with family and friends.

Monterey Public Library Legal Services Resource Guide

Presentations

August 8, 2018 - The 10 Most Common Estate Planning Mistakes and How to Avoid Them with Eric N. Holk, Esq., Certified Specialist in Estate Planning

October 9, 2018 - Advanced Trust Planning with Kyle A. Krasa, Esq., Certified Specialist in Estate Planning

October 17, 2018 - How to Build and Maintain an All Weather Investment Portfolio with Allison M. Barrientos, CPA, CFP®

October 23, 2018 - 2018 Tax Law Changes and Last-Minute Tax Saving Tips with Travis H. Long, CPA

Financial Awareness Workshops Series Guest Speakers, April 2017

Financial Planning Workshop 4/19/2017

Financial Planning Workshop 4/25/2017

  • Cristofer A. Cabanillas, AIF, CFP, Partner, Monterey Private Wealth
  • Shary Farr, Life Planning Specialist, Partners for Transitions, LLC
  • Craig Henton, Vice President & Sr. Trust Officer, Private Bank, Union Bank
  • Eric N. Holk, Certified Specialist in Estate Planning, Trust & Probate Law
  • Woody Kelley, Vice President, Sr. Community Relations Officer, Union Bank
  • Rina R. Tringali, CPA, CFE, Certified Public Accountant, Certified Fraud Examiner

Financial Awareness Workshops Series Guest Speakers, October 2017

Financial Planning Workshop 10/4/2017

  • Cristofer A. Cabanillas, AIF, CFP, Partner, Monterey Private Wealth
  • Laura A. Davis, Esq., Law Offices of Laura A. Davis
  • Bryce Hamilton, Partner & Co-Founder, Vestus Group Wealth Management
  • Liza Horvath, CTFA, AIF, President & CEO, Monterey Trust Management
  • Julie King, Esq., Pierce King Law, Professional Law Corp.
  • Kevin R. Mahoney, CFP, Partner, Integris Wealth Management
  • Kris Toscano, CPA, Partner, Hayashi Wayland

Financial Planning Workshop 10/18/2017

Financial Planning Workshop 10/11/2017

 

The Monterey Public Library thanks The Financial Awareness Foundation for partnering with the Monterey Public Library Endowment Committee and the Friends of the Monterey Public Library in presenting a series of financial literacy workshops. Visit http://home.thefinancialawarenessfoundation.org/ to learn more.

About the Financial Awareness Foundation (pdf)

Financial Awareness Foundation