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January 2019 –

January seminar topic

Organizing Financial Records

Learn why some record-keeping systems fail, how to develop an efficient bill-paying system, what records to keep and for how long, how to take a home inventory, what to have handy in case of a natural disaster, and where to go for help.

RSVP for January


Merced January seminar topics

Merced Seminars: January 26, 2019

10 AM: Organizing Financial Records – Learn why some record-keeping systems fail, how to develop an efficient bill-paying system, what records to keep and for how long, how to take a home inventory, what to have handy in case of a natural disaster, and where to go for help.

12:30 PM: Tax Reform Personal Filing Updates – 2018 saw the largest overhaul of the U.S. tax code in decades, affecting the way millions of Americans will file in the coming years. This seminar provides basic information for filing your personal tax return, along with details on updates that may impact you. NOTE: This seminar has been prepared for informational purposes only, and is not intended to provide, nor should be relied on for tax or legal advice.

RSVP for Merced Jan. 26


February 2019 –

February seminar topic

Tax Reform Personal Filing Updates

2018 saw the largest overhaul of the U.S. tax code in decades, affecting the way millions of Americans will file in the coming years. This seminar provides basic information for filing your personal tax return, along with details on updates that may impact you. NOTE: This seminar has been prepared for informational purposes only, and is not intended to provide, nor should be relied on for tax or legal advice.

RSVP for February


March 2019 –

March 2019 seminar topic

Psychology of Spending

Psychologists have found that there are several forces that govern our consumer behavior and cause us to make decisions that are not necessarily rational or in our best interest. However, understanding why we buy what we buy can help us make better decisions in the future.

RSVP for March


Mad City Money –

Mad City Money for Young Adults

Young Adult Financial Bootcamp

This simulation gives young adults, ages 14–24, a sense of adulthood with income and bills to pay. Each participant is assigned a temporary identity, including occupation, salary, debt, marital status, and children, etc. They visit nine “merchants” in Mad City to choose housing and transportation and purchase necessities and wants. The goal is to simulate the realities of approaching financial responsibilities.

RSVP for Mad City Money


Holiday Closures

Christmas Eve early closing:
2 p.m. Monday, December 24, 2018

Christmas Day:
Tuesday, December 25, 2018

New Year's Day:
Tuesday, January 1, 2019

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