July 21, 2026 | 12:00 PM PST

Financial Independence and Insurance

This session will revisit your plan to become financially independent, including a review your savings plan and insurance policies.
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Learning Objectives

Consider Financial Independence

The Fourth of July is a good reminder to focus on building savings and managing debt.

Review Insurance

Take time to review your insurance policies. National Insurance Awareness Day is on June 28, but July is a good time to act.

Check Retirement Savings

Perform a check-in on your retirement savings plan.

Facilitator

Lynell Bevels

VP, Community Lending Manager at Columbia Bank
   

Since 2022, Lynell has been connecting Financial Beginnings’ California office to a long list of non-profit organizations and willing volunteers within her bank to get involved.

As a master connector, Lynell has made numerous introductions to organizations throughout the state with organizations whose missions are similar to ours, allowing us to serve our most vulnerable populations. Thanks to her promoting Financial Beginnings to her networks, we have established partnerships with organizations such as Kingdom Builders in Oakland, the National Association of Real Estate Brokers, and Richmond Neighborhood Housing Services – helping Financial Beginnings reach more than 500 students in Moorpark to date and sending us 15 active and enthusiastic volunteers.

The 2026 series of Community Drop-Ins is made possible through our partnership with the Women's Council of ARPB and support from Columbia Bank.