The CORE Financial Wellness Series

The C.O.R.E. Financial Wellness Series

Carefully fill out the form to complete your registration. Each series consists of six learning sessions covering money management, budgeting and investing. Choose the series that best fits your life stage for a more tailored experience.
Which series best describes your life stage?*

Series 1 - Retirees/End of Career (retired or planning to retire in the next 2 years)Series 2 - High School/College Student (entering or currently enrolled in high school or college)Series 3 - Sandwich Generation (caring for your parents and/or your children)Series 4 - New Grads/Young Professionals (new college graduates and early to mid-level professionals)
Student Information
Student Name*

First NameLast Name
Student Gender*

MaleFemalePrefer not to answer
Student Phone Number*
Student Email Address*
example@example.com
Choose one:

I am an adult (18 years above)I am a minor (17 years below)
Parent/Guardian Details (To be completed if student is a minor)

Parent/Guardian must show up to class with student. Parent/Guardian must show valid ID to check minor student in and out of onsite class sessions.
Parent/Guardian Name

First NameLast Name
Parent/Guardian Email Address
example@example.com
Parent/Guardian Phone Number
Relationship to Student
Choose your series!
Please choose a series. Each 4-session series is tailored to address the specific money management and investing topics for various life stages. Find your series! Dates and times are listed below.

Sandwich Generation:

Sep 14, 2025 11 am - 1:30 pm Money Management (IRL/Onsite session)
Sep 28, 2025 11 am - 1:30 pm Investing (IRL/Onsite session)
Oct 19, 2025 11 am - 12 pm Money Management Refresher (Virtual)
Oct 19, 2025 12 pm - 1 pm Investing Refresher (Virtual)

New College Grads/Young Professionals:

Oct 12, 2025 11 am - 1:30 pm Money Mgmt (IRL/Onsite session)
Oct 26, 2025 11 am - 1:30 pm Investing (IRL/Onsite session)
Nov 09, 2025 11 am - 12 pm Money Mgmt Refresher (Virtual)
Nov 16, 2025 12 pm - 1 pm Investing Refresher (Virtual)

IRL/Onsite Sessions:

Class Length: 90-120 minutes

Location: 3415 Market Street, Oakland, CA 94608

Virtual Refreshers:

Class Length: 60-90 minutes

Loction: Online (Zoom Links will be provided)

*REGISTRATION IS NOW CLOSED FOR THE FOLLOWING SERIES:

Retirees/End of Career
Choose your series:*

Series 3 - Sandwich Generation (caring for your parents and/or your children) - Registration starts mid-June 2025. You will be added to our reminder mailing list.Series 4 - New Grads/Young Professionals (new college graduates and early to mid-level professionals)- Registration starts mid-June 2025. You will be added to our reminder mailing list.
Do you also want to attend our stand-alone session: Holiday Money Management, Sunday October 19, 2025, 2 PM?*

YesNo
What money management and/or investing questions do you have? Let us know!
Other Info
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The C.O.R.E. Financial Wellness Series

Student Information

Parent/Guardian Details (To be completed if student is a minor)

Choose your series!

Other Info