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Baltimore Financial Planning Day

Saturday, October 29, 2011
10:00 am - 4:00 pm
Frederick Douglass Senior High School

City of Baltimore and the Financial Planning Association of Maryland hosted Baltimore Financial Planning Day on Saturday, October 29, 2011 from 10:00 am to 4:00 pm at the Frederick Douglass Senior High School, where attendees were able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

The event was organized as part of the national Financial Planning Days initiative, designed to provide free financial planning education and programming to people across the country.  Financial Planning Days was created by four national non-profit organizations – Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors.

We’d like to thank the following individuals and organizations for additional support in making Baltimore Financial Planning Day possible:

• Mayor Stephanie Rawlings-Blake, City of Baltimore
• Baltimore Community Action Partnership
• Comptroller of Maryland
• Baltimore CASH Campaign
• Consumer Credit Counseling Services
• Small Business Administration
• College Savings Plan of Maryland
• Maryland Department of Housing & Community Development
• CollegeBound Foundation
• Women Presidents Organization
• The Alliance of Black Women Attorneys of Maryland, Inc. (ABWA)
• Association of African American Financial Advisors

Corporate sponsors:
• Strategic Wealth Management Group
• Financial Planning Association of Maryland
• S.J.S. Financial Firm

Media sponsors:
• Astute Magazine
• Flywire Magazine
• Fox 45 News Station
• Larry Young Morning Show 1010 WOLB-AM

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

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
______________________________________
SPECIAL CIRCUMSTANCES
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
______________________________________
INVESTMENT PLANNING
Investment Strategies - Asset Accumulation
Generating Investment Income
______________________________________
RETIREMENT PLANNING
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
______________________________________		INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
______________________________________
ESTATE PLANNING
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
______________________________________
INSURANCE PLANNING
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
______________________________________
EMPLOYEE BENEFITS
Managing Health Insurance - Health Savings Accounts
Pension Benefits
______________________________________

In addition to personalized advice, Baltimore Financial Planning Day also featured a series of classroom-style 50-minute Educational Workshops.



10:00 am - 10:30 amAttendee Registration Opens
10:30 am - 11:00 amOpening Remarks
Mayor Stephanie Rawlings-Blake, City of Baltimore
Peter Franchot, Comptroller of Maryland
Joan M. Pratt, City of Baltimore Comptroller
Greg Sileo, Baltimore Community Action Partnership
Sharif J. Small, FPA of Maryland Pro Bono Chair
11:00 am - 4:00 pmOne-on-One Counseling with Financial Planners
11:30 am - 12:30 pmWorkshop Session 1:
How to Plan a Successful Retirement
 Workshop Session 2:
How to Eliminate Credit & Debt Issues
 Workshop Session 3:
How to Save Money on Taxes
 Workshop Session 4:
How to Lower College Cost
 Workshop Session 5:
Understanding your Social Security Benefits
 Workshop Session 6:
Budgeting 101
12:30 pm - 1:30 pmWorkshop Session 1:
Becoming a Smart Investor 101
 Workshop Session 2:
Right Steps to Home Ownership
 Workshop Session 3:
Choosing the Right Insurance for Every Life Stages
 Workshop Session 4:
Estate Planning Basis 101
 Workshop Session 5:
Foreclosure Prevention
 Workshop Session 6:
How to Start a Successful Small Business
1:30 pm to 2:30 pmWorkshop Session 1:
How to Plan a Successful Retirement
 Workshop Session 2:
How to Eliminate Credit & Debt Issues
 Workshop Session 3:
How to Save Money on Taxes
 Workshop Session 4:
How to Lower College Cost
 Workshop Session 5:
Understanding your Medicare & Social Security Benefits
 Workshop Session 6:
Budgeting 101
2:30 pm to 3:30 pmWorkshop Session 1:
Becoming a Smart Investor 101
 Workshop Session 2:
Right Steps to Home Ownership
 Workshop Session 3:
Choosing the Right Insurance for Every Life Stages
 Workshop Session 4:
Estate Planning Basis 101
 Workshop Session 5:
Foreclosure Prevention
 Workshop Session 6:
How to Start a Successful Small Business
4:00 pmConclusion



Baltimore Financial Planning Day is a free event that provides people with 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:

Concurrent with one-on-one consultations, the event features a series of classroom-style presentations addressing key personal finance topics.

At the Financial Planning Day, each volunteer be seated at a table. Volunteers meet with one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with.

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:

  1. 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.


  2. 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, vist www.FinancialPlanningDays.org/resources.

 

Online registration for Baltimore Financial Planning Day is now closed.

We want to thank all the attendees and volunteers who helped make this event possible!.

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 was 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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