Sacramento Capital Building near the wealth managers of Genovese Burford & Brothers.

What's Happening at GBB

Money 101

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

7/19
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. 

 

7/18
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?

 

7/17
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?

 

7/14
Credit- What is credit?  What to look for in a credit application, predatory lending, and the importance of your credit score.

 

7/13
Financial Planning- Setting Goals, delayed gratification, budgeting, the time value of money, and the benefits of putting away money early.

 

7/12
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.

 


7/11
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: