Financial Planning Day Overview

Baltimore Financial Planning Day

The Baltimore Financial Planning Day took place on October 6, 2012. More information about the event is available below.

We want to thank all of the attendees and volunteers who participated. We would also like to recognize and thank the following organizations for their support:

Financial Sponsors
Baltimore Community Action Partnership
College Savings of Maryland
Maryland Department of Housing & Community Development
Strategic Wealth Management Group, LLC

Local Partners
Mayor Stephanie Rawlings-Blake
Alliance of Black Women Attorneys
Association of African American Financial Advisors
Baltimore CASH Campaign
Baltimore Community Action Partnership
Baltimore Pratt Library
Better Business Bureau of Greater Maryland
Comptroller of Maryland
Consumer Credit Counseling Services of MD & DE, Inc.
Deborah Owens Media Group, LLC
Fox 45 News Station
Maryland Department of Housing & Community Development
Maryland Financial Alliance
National Association of Black Accountants, Baltimore Chapter
Small Business Administration
Wealthy Lifestyle Radio

City of Baltimore and the Financial Planning Association of Maryland invite you to attend Baltimore Financial Planning Day on Saturday, October 6, 2012 from 10:00 am to 4:00 pm at the Frederick Douglass Senior High School, where you'll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached - volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

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You may seek information and advice on a wide range of topics, including:

GENERAL FINANCIAL PLANNING
Buying a Home - Debt Management
Building a College Fund - Savings Goals
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SPECIAL CIRCUMSTANCES
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
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INVESTMENT PLANNING
Investment Strategies - Asset Accumulation
Generating Investment Income
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RETIREMENT PLANNING
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
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INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
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ESTATE PLANNING
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
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INSURANCE PLANNING
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
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EMPLOYEE BENEFITS
Managing Health Insurance - Health Savings Accounts
Pension Benefits
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In addition to personalized advice, Baltimore Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.

10:00 am	Attendee registration opens
10:30 am - 11:15 am	Opening remarks Peter Franchot, Comptroller of Maryland Deborah Owens, Owens Media Group LLC Olivia Farrow, Baltimore Community Action Partnership Sharif J. Small, FPA of Maryland
11:30 am - 4:00 pm	One-on-one Consultations with Financial Planners
12:00 pm - 12:50 pm	Workshop Session A
	How to Plan a Successful Retirement
	How to Eliminate Credit & Debt Issues
	How to Save Money on Taxes
	How to Finance a College Education
	Understanding Social Security Benefits
	Budgeting 101
1:00 pm - 1:50 pm	Workshop Session B
	Becoming a Smart Investor 101
	Right Steps to Home Ownership
	Choosing the Right Insurance for Every Life Stage
	How to Finance a College Education
	Foreclosure Prevention
	How to Start a Successful Small Business
2:00 pm - 2:50 pm	Workshop Session C
	How to Plan a Successful Retirement
	How to Eliminate Credit & Debt Issues
	How to Save Money on Taxes
	Estate Planning Basis 101
	Understanding Your Social Security Benefits
	Budgeting 101
3:00 pm - 3:50 pm	Workshop Session D
	Becoming a Smart Investor 101
	Right Steps to Home Ownership
	Choosing the Right Insurance for Every Life Stage
	Estate Planning Basis 101
	Foreclosure Prevention
	How to Start a Successful Small Business
4:00 pm	Conclusion

Baltimore Financial Planning Day is a free event where you'll have an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to your unique situation. All financial planners at the event are either CFP® professionals and/or members of the Financial Planning Association, and are highly qualified to discuss your financial issues and help you find the answers you need.

View footage from previous Financial Planning Days:

At the Financial Planning Day, each volunteer is seated at a table. Volunteers will meet with one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with. Concurrent with one-on-one consultations, the event will feature a series of classroom-style presentations addressing key personal finance topics.

Baltimore Financial Planning Day is a user-friendly event. Just show up with your questions and you'll be sure to leave with useful information. But a little preparation can go a long way to help you get the most out of your experience at the event. Here are a couple of tips to help you prepare:

Make a list of questions you want answered. Learn more about financial planning topics and the questions you can address with financial planners at www.FinancialPlanningDays.org/topics.

Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, visit www.FinancialPlanningDays.org/resources.

Online registration for Baltimore Financial Planning Day is now closed. You can still attend by simply registering onsite at the event. Walk-in registration is free.

Information provided by financial planners at the Financial Planning Day is free and tailored to your needs. The volunteer financial planners are not allowed to sell products and services or hand out business cards or marketing materials. In other words, there are no strings attached.

The objective of the Financial Planning Day is to help people experience first-hand how financial planning can improve their lives and bring the expertise of professional financial planners to people who may not normally have access to reliable and ethical financial planning information.

Any attendee who wishes to follow-up with a volunteer financial planner will have access to the volunteer’s name and contact information in the information package provided at registration.

Baltimore Financial Planning Day will be held at the Frederick Douglass Senior High School.

Frederick Douglass Senior High School
2301 Gwynns Falls Pkwy
Baltimore, MD 21217

Free Parking:
Parking is available at no cost in the school's Athletic Facility lot.

Metro Subway:
Frederick Douglass Senior High School is near the Mondawmin Station on the M line. Visit the MTA homepage for more information.

Bus Routes:
The school is within a block of the Warwick Ave & Gwynns Falls stop on the 1, 5, 7, 16, 21, 51, and 97 bus routes. For more detailed information, visit the MTA homepage.

Click here for Google Map Transportation Directions.

Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.

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