What's Happening at GBB
Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy. Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship. The kids asked great questions and everyone enjoyed the day!
**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.
Kelly Brothers, CFP®, MBA® | Financial Advisor | Partner
Entrepreneurship- Guest Speaker- Dale Carlsen- Founder of Sleep Train and President and CEO of Ticket to Dream Foundation, a public charitable foundation supporting foster children and other charitable causes. His entrepreneurial story was very compelling for the young adults attending Money 101 this year.
Paying for College- How do you pay for college, what is a FAFSA, how is the interest calculated on student loans, and how long it will take to pay it back? How does that affect your budget after college?
Evaluating a job offer- What does a paycheck look like? Comparing salary vs. total comp, calculating the monetary values of an offer, and what do you enjoy doing?
Credit- What is credit? What to look for in a credit application, predatory lending, and the importance of your credit score.
Financial Planning- Setting Goals, delayed gratification, budgeting, the time value of money, and the benefits of putting away money early.
Investments- What is value investing, understanding the tools of investing, what’s a stock versus a bond, and are you an owner vs. a loaner.
Money 101- Introduction to the day!
GBB visited the Sacramento Food Bank on 10/11 to sort 19,000 pounds of food for community members in need.
Thank you to our Speakers, all the attendees & sponsors for ?#?SelectingSac this past Friday at the Sacramento Economic Forum. We're one step closer to ?#?ThinkingBig! - GBB Wealth Team
GBBers care about Sacramento and its people; we invest our time, talent and resources to enrich the community. We also have a lot of fun helping to make Sacramento even better. Here’s some things we’ve been up to lately: