Financial Wellness
Resources to help you achieve financial stability
Virtual Financial Wellness Workshops
We are offering virtual financial wellness workshops in English and Spanish to help you through financial hardships you may be experiencing due to the COVID-19 pandemic. In our upcoming webinars, we will focus on the Clean Vehicle Assistance Program and options for financing.
To sign up for a one-hour financial wellness webinar, email us at financialeducation@beneficialstate.com.
All workshops will be lead by Rafael Carlos Rogel, Financial Education Instructor.
Rafael has been an educator since 2003 and is very passionate about teaching and empowering the community to make better, wiser and more informed decisions about their personal finances. Rafael earned his B.A. in English with an emphasis in Teaching in 2003 and later went on to receive his TESOL Certification (Teaching English to Speakers of other Languages) through the University of Cambridge in 2013. In 2014, Rafael turned his attention to the financial sector and is currently the Financial Education Instructor with Beneficial State Bank, where he provides no-cost financial wellness presentations to the community at high schools, colleges, nonprofits, etc., throughout California.
Financial Wellness Materials
Download previous presentations, including clickable links to resources discussed, below:
Online Tool for Local Resources
This free online tool finds local resources that can help you cut costs and get your finances on track.
We’ve partnered with SpringFour, an independent company that researches and verifies non-profit and government organizations that can help you get in better financial shape. Just enter your zip code and what you’re looking for and they’ll find trusted resources that can help you:
- Find a job
- Get financial guidance
- Pay less for utilities like heat, electricity, gas and water
- Save money on childcare, home repair, prescriptions and more
- Reduce your expenses by as much as $250* a month
If there are no resources found within 35 miles of your ZIP code, the tool will find state or national resources that may be able to provide the kind of assistance you’re looking for.