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Elizabeth Financial Planning Day

Elizabeth Financial Planning Day took place on Saturday, October 26, 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 Elizabeth, Mayor J. Christian Bollwage and members of City Council
Financial Planning Association of New Jersey

Foundation for Financial Planning

The United States Conference of Mayors

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

Elizabeth Home Improvement Program

Urban Leage of Union County

Retail Skills Center

Brand New Day


City of Elizabeth and the Financial Planning Association of New Jersey invite you to attend Elizabeth Financial Planning Day on Saturday, October 26, 2013 from 11:00 am to 3:00 pm at the YMCA of Eastern Union County, 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'll be able to seek information and advice on a wide range of topics, including:

Buying a Home - Debt Management
Building a College Fund - Savings Goals
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
Investment Strategies - Asset Accumulation
Generating Investment Income
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
Managing Health Insurance - Health Savings Accounts
Pension Benefits

In addition to personalized advice, Elizabeth Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.


11:00 am - 11:15 am Registration
11:15 am - 11:30 amWelcome from Mayor & FPA
11:30 am - 12:30 pmOverview Presentation
11:15 am - 3:00 pmAsk a Financial Planner (One-on-One Consultations)
11:00 am - 3:00 pm  Exhibitors 
12:30 pm - 1:15 pmWorkshop Session 1
Taking Control - English
Optimizing your Money - English
Homeownership - Spanish
1:30 pm - 2:15 pm Workshop Session 2
Homeownership - English
 Optimizing your Money - Spanish
Taking Control - Spanish

Elizabeth 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:

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.

Elizabeth 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 Elizabeth 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.

Elizabeth Financial Planning Day will be held at the YMCA of Eastern Union County.

YMCA of Eastern Union County
Elizabeth Branch
135 Madison Ave.
Elizabeth, NJ 07201

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.