WHAT'S HAPPENING WITH THE WEALTH MANAGERS AT GBB
GBB Joins KCRA and the Red Cross Telethon to Benefit Fire Victims in Butte County
November 2018 – Devastating wildfires tragically burned throughout Butte County, changing the lives of so many. GBB partnered with KCRA and the Red Cross telethon to raise money for the fire victims of Butte County.
From 4 AM through the entire morning, GBB partners spent the morning answering phones and accepting donations. Kelly, Alex, Nathan, Scott, Rod, John and Abby all contributed to the cause and spent hours answering phones.
GBB also made a $10,000 donation to the cause.
We’re proud of our team for answering the call and supporting our community!
Rebuilding Together Sacramento - Volunteering at the Veterans Center
October 2018 – GBB recently partnered with local volunteering company, Rebuilding Together Sacramento for the opportunity to spend the day giving back to the community. We pulled up our sleeves, put on gloves, and got down to work all day!
All GBB employees were on site at the Citrus Heights Community Veterans Center helping take care of a variety of renovations and repairs. Tasks included painting, storage organization, building a fence and shed, and kitchen renovations.
Thank you to the GBB Retirement Plan team for organizing and executing a fantastic day! In addition, thank you to Rebuilding Together Sacramento for the opportunity.
See some of the photos from the volunteering day below.
2018 Capital Cup
GBB's Kelly Brothers is a proud participant in the 2018 Sacramento Capital Cup on October 5-7th! The Capital Cup is a golf tournament featuring 28 executive leaders from around the Sacramento area, competing in the historic Ryder Cup format. The tournament promotes community pride, healthy competition, and raises money for some of Sacramento's most deserving charities.
From Kelly Brothers - "I am supporting the Capital Cup for two reasons. First, I am so very impressed with what Curt Rocca has accomplished in founding this Tourney. To go from zero to over $1Million raised in 3 years is an astounding feat!
Second, the Capital Cup gives me a chance to show support for the Boy Scouts of America. I believe Scouting programs have never been needed more. Scouting allows boys and girls the opportunity to put down their digital devices and engage in a program where expertise is learned, character is developed, and collaboration is encouraged; all in the great outdoors. Scouts learn life skills, management skills, coping skills, and how to work as a member of a team. One of my sons earned his Eagle and the second hopes to be an Eagle. Through their experiences, I have witnessed Scouting’s impact on young people’s lives and future prospects. Boy Scouts of America: Prepared. For Life."
Click the image to learn more and support Kelly's participation in the 2018 Capital Cup!
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: