Free Financial Planning Seminars Offered at SCCLD Libraries

For Immediate Release
February 25, 2015

SANTA CLARA COUNTY, CALIF. –February 25, 2015 - Know your current net worth? Saving enough for retirement? Up to date on the latest investments?  These questions and more will be discussed during Santa Clara County Library District’s (SCCLD) upcoming financial planning seminars during the months of March, April and May.   The seminars are presented by SCCLD and the Financial Planning Association Silicon Valley (FPASV), a non-profit organization helping consumers make intelligent financial decisions to achieve life goals.

“This is the third year that we have been able to offer these free seminars in our communities,” stated Nancy Howe, County Librarian.  “By presenting these free seminars, we hope local residents will: 1) Learn how to put hard earned money to its best use,  2) Become better informed on financial issues, and 3) Use this financial knowledge to help plan for a stress free retirement,” Howe noted.

More than twenty free financial planning seminars are currently planned at SCCLD libraries.  The topics will cover three major areas of interest: 

  • Wealth Spreading throughout Generations:  Learn about gifting to grandchildren and educational savings plans and join in the discussion on potential generational skipping taxation.  
    • Campbell Library: Wed. March 18th @ 7 pm
    • Cupertino Library: Mon. March 23 @ 7 pm
    • Gilroy Library: Mon. March 9 @ 7 pm
    • Los Altos Library: Mon. March 16 @ 2 pm
    • Milpitas Library: Tues. March 10 @ 7 pm
    • Morgan Hill Library: Wed. March 11 @ 7 pm
    • Saratoga Library: Tues. March 3 @ 7 pm
  • Estate Planning for Life:  Understand basic estate planning documents and how to protect your family by having an appropriate Estate Plan in place.  
    • Campbell Library: Sat. April 25 @ 2 pm
    • Cupertino Library: Mon. April 20 @ 7 pm
    • Gilroy Library: Tues. April 21 @ 7 pm
    • Los Altos Library:  Mon. April 13 @ 2 pm
    • Milpitas Library: Tues. April 14 @ 7 pm
    • Morgan Hill Library: Wed. April 15 @ 7 pm
    • Saratoga Library: Tues. April 7 @ 7 pm
  • Hatching a Nest Egg, Transitioning from Asset Accumulation to Retirement Distribution:  Learn about retirement distribution and how to ensure retirement distributions last a lifetime.  
    • Campbell Library:  Sat. May 2 @ 2 pm
    • Cupertino Library: Mon. May 18 @ 7 pm
    • Gilroy Library: Wed. May 20 @ 7 pm
    • Los Altos Library: Mon. May 18 @ 2 pm
    • Milpitas Library: Tues. May 12 @ 7 pm
    • Morgan Hill Library: Wed. May 13 @ 7 pm
    • Saratoga Library: Tues. May 5 @ 7 pm

These seminars are free and open to the public.  Reservations are not required. 

Individuals seeking additional information are encouraged to visit the SCCLD Smart Investing web guide:  Offering a wide range of new investor education programs that are easily accessed at the library or online, topics covered range from personal finance planning tips to financing higher education and estate planning.  For more information on SCCLD or future library events, visit:

# # #

About the Santa Clara County Library District

The Santa Clara County Library District (SCCLD) promotes knowledge, ideas, and cultural enrichment. Its collection includes more than 1.9 million books, videos, CDs, DVDs, audiobooks, eBooks and extensive online resources accessible from home or work.

In 2014, SCCLD celebrated one hundred years of service to local residents. For the last several years, SCCLD has been consistently recognized as one of America’s Star Libraries by Library Journal. In 2014, SCCLD was ranked among the top ten large libraries in the United States in the Library Journal Index of Public Library Service. In 2014, SCCLD won a Top Innovator Award from the Urban Libraries Council for its innovative program to revive episodic fiction. 

The Santa Clara County Library District includes two bookmobiles, an online library, seven community libraries and one branch library serving Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Milpitas, Monte Sereno, Morgan Hill, Saratoga and the unincorporated areas of Santa Clara County. In 2014, the Santa Clara County Library District had more than 225,000 library cardholders and welcomed 3.3 million visitors who borrowed 9.4 million items, making it one of the most used resources in the region. Visit Santa Clara County Library District online at

Nancy Howe/Mark Fink/Lili Smith
Santa Clara County Library District
(408) 293-2326 ext. 3001/3010/3014