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Denver Financial Planning Day

Denver Financial Planning Day took place on Saturday, October 5, 2013. We want to thank all of the attendees and volunteers who participated. More information about the event is available below.

The event was presented by:

Certified Financial Planner Board of Standards

City of Denver

Financial Planning Association of Colorado

Foundation for Financial Planning

The United States Conference of Mayors

We would also like to recognize and thank the following organizations for their support: 

Financial Support

Colorado Non Profit Development Center (DBA: Bank on Denver)

Local Partners

 

9News

Bank on Denver

The Colorado Springs Gazette

Denver Mayor's Office Employees

The Denver Post

The Downtown Denver

Junior Achievement

Jump$tart Coalition

Keith E. Rennison Enterprises, Inc. PR Professional

KLZ Radio

Metropolitan State University

United Way

YourHub.com

Financial Planning Association of Colorado invites you to attend Denver Financial Planning Day on Saturday, October 5, 2013 from 9:00 am to 2:00 pm at the Metropolitan State University of Denver, School of Business, Auraria Campus, 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.

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
______________________________________
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, Denver Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.



            The following workshops will be offered at the event or via webcast:

 

1.     Intro to the building blocks of a solid financial foundation.

2.     Budgeting and Savings Made Simple – Learn realistic tools you can use today

3.     Improve your credit score and reduce your debt

4.     Teens/Young Adults-Prepare to leave "The Bank of Mom or Dad"

5.     Investments-Where to begin with stocks, bonds, mutual funds

6.     College-Programs to save for college and find scholarships

7.     Retirement-How much money do you need, & what type of account do you put it in?

8.     Topics for Women – Empowering women to become confidant financial decision makers

9.     Topics for Seniors-Spending & Saving Wisely

10.   Students-How to Avoid Defaulting on Student Loans



Denver 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.

Denver 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, visit www.FinancialPlanningDays.org/resources.

 

Online registration for Denver 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.





Denver Financial Planning Day will be held at Metropolitan State University of Denver, School of Business, Auraria Campus.

Metropolitan State University of Denver, School of Business, Auraria Campus

The Administration Building
1201 5th St.
Denver, CO 80204





 

Use RTD Light Rail “C” Train to Auraria West Station or park in the Beech & Fir lot for

 

free.

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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