Harrisburg, PA - Education and outreach staff from the Pennsylvania Department of Banking and Securities (DoBS) will be hosting and participating in numerous virtual presentations for groups of senior citizens, service providers, and the public throughout the month of January to promote financial capability as part of Governor Tom Wolf’s Consumer Financial Protection Initiative.
All January outreach events will be held virtually and in partnership with the listed organizations. The events are open to the public unless otherwise noted.
Virtual Events For General Audiences
Midweek Money Matters – a virtual series covering a variety of financial topics – will be presented on:
Choosing an Investment Professional
January 5 from 6:00 PM to 6:30 PM
January 6 from 10:00 AM to 10:30 AM
Alphabet Soup of Financial Designations
January 12 from 6:00 PM to 6:30 PM
January 13 from 10:00 AM to 10:30 AM
Common Investment Strategies
January 19 from 6:00 PM to 6:30 PM
January 20 from 10:00 AM to 10:30 AM
Types of Retirement Accounts
January 26 from 6:00 PM to 6:30 PM
January 27 from 10:00 AM to 10:30 AM
Register for Midweek Money Matters online.
Budgeting for Your New Year’s Goals – This presentation – focusing on the need for a spending plan/budget, and emphasizing setting and achieving your financial goals for the new year (without the debt) – will be presented:
Cybersecurity in the Time of Coronavirus – This presentation – covering the use of secured websites, strong passwords, shopping safely online, and using social media as safely as possible – will be presented:
Avoiding Scams and ID Theft – This presentation – looking at ways people’s identities are stolen or compromised, what you can do if you find you have had your identity stolen, and how to stop theft from occurring – will be presented:
Start Today and Retire Tomorrow (STaRT) – This program discusses retirement planning. The goal is to help you determine what your retirement goals are and how to get there. No matter where you are in the timeline for retirement, early career, mid-career or late career, know that it’s never too late to STaRT.
Virtual Events For Senior Citizens
Budgeting for Your New Year’s Goals – will be presented:
Cybersecurity: Keeping Yourself Safe Online – will be presented:
Making Your Retirement Nest Egg Last – This presentation – looking at retirement income in two parts: how to make what you have last and how to protect it from investment scams – will take place:
Virtual Events for Organizations and Service Providers
Avoiding Scams and ID Theft will be presented to members of Centre County MH/ID/EI-D&A (Centre County) on January 6 from 9:00 AM to 10:00 AM.
Budgeting For Your New Year’s Goals will be presented to employees of Jefferson County Area Agency on Aging (Jefferson County) on January 7 from 10:00 AM to 11:00 AM.
Staff will present to members of A Pocono Country Place Association (Monroe County) on the following topics:
DoBS Investor Education and Consumer Outreach staff work with state and local government agencies, service providers, community and trade organizations, the General Assembly, the military community, schools, and other partners to help Pennsylvanians across the commonwealth become well-informed about the financial marketplace.
Learn more about the free, non-commercial programs and presentations available or contact us to request a program tailored to your specific needs.
Visit the department's calendar of events to find an event near you. Consumers and community groups can call 1-800-PA-BANKS or email firstname.lastname@example.org for more information. To learn more about the Consumer Financial Protection Initiative, follow the department on Twitter and Facebook.
Visit the commonwealth's Responding to COVID-19 guide for the latest guidance and resources for Pennsylvanians or the Pennsylvania Department of Health’s dedicated coronavirus webpage for the most up-to-date information regarding COVID-19.
MEDIA CONTACT: Virginia Lucy - 717-214-6036
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