Financial Wellness

At San Joaquin County, we care about our employees. We want to Engage our employees on the topic of financial well-being.

Financial Partnerships

BMO

BMO Financial Wellness Workshops for SJC Employees

San Joaquin County is excited to partner with BMO to bring a series of employee financial wellness workshops in 2026! BMO is proud to offer BMO SmartProgress®, a digital financial tool designed to help individuals strengthen money management skills and build positive banking relationships.

Click Here for 2026 Training Flyer

Smart Progress Platform

A digital financial education tool customized for San Joaquin County.

Value Flyer

Highlights all the resources available for your employees.

Checking Flyer

Includes account details and incentives.

Down Payment Assistance

Up to $47,000 available for qualified buyers

BMO 2026 Training

Credit Scores & Reports

Nationwide

Get Ready for 2026!

Join our Q4 Retirement Investment Webinars

As we prepare for 2026, now is a great time to get familiar with the new tax and retirement changes ahead. San Joaquin County, in partnership with Nationwide, is offering a series of free Q4 Retirement Investment Webinars designed for public sector employees across Northern California.

These 60-minute sessions will help you strengthen your retirement readiness, understand upcoming plan updates, and make confident decisions for your financial future.