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Elizabeth Financial Planning Day

Saturday, October 22, 2011
9:00 am - 1:00 pm
Union County College - Kellogg Building

City of Elizabeth and the Financial Planning Association of New Jersey hosted Elizabeth Financial Planning Day on Saturday, October 22, 2011 from 9:00 am to 1:00 pm at the Union County College - Kellogg Building, where attendees were able to meet one-on-one with dozens of professional financial planners to discuss 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 Elizabeth Financial Planning Day possible:
• Elizabeth Home Improvement Program (EHIP)
• PROCEED, Inc.
• Urban League of Union County
• Retail Skills Center
• Elizabeth Development Company
• Brand New Day

Mayor and members of City Council:
• Mayor J. Christian Bollwage, City of Chicago
• Frank J. Cuesta
• Edward Jackus
• Patricia Perkins-Auguste

Ward council members
• Manny Grova, Jr., 1st Ward
• Nelson Gonzalez, 2nd Ward
• Joseph Keenan, Council President, 3rd Ward
• Carlos Cedeno, 4th Ward
• William Gallman, Jr., 5th Ward
• Frank O. Mazza, 6th Ward




8:30 am - 9:00 amVolunteer Check-in and Orientation Presentation
9:00 am - 9:30 amAttendee Registration with Refreshments
Raffle entry for the first 100 attendees
9:30 am - 9:45 amWelcome from Mayor & FPA
9:45 am - 10:00 amYour Financial Future: Be Ready
10:00 am - 1:00 pmOne-on-One Counseling with Financial Planners
FAFSA Training + Money 101
Credit Score Estimator + Credit & Credit Repair
11:00 am - 11:45 amWorkshop Session 1:
Managing Money in Hard Times
Workshop Session 2:
Real World Retirement
12:00 am - 12:45 amWorkshop Session 1:
Managing Money in Hard Times
Workshop Session 2:
Real World Retirement
1:00 pmConclusion



Elizabeth Financial Planning Day is a free event for the public where attendees have an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise.

At the event, each volunteer is seated at a table, allowing individuals, couples and families to sit down and address their personal finance questions, concerns and curiosities. Volunteers have the opportunity to assist many attendees throughout the event, but can speak to only one individual or family at a time. In addition to one-on-one counseling, attendees are also able to attend Educational Workshops on diverse and popular financial topics presented by financial planners.

Elizabeth Financial Planning Day is a pro bono benefit to the public, and there is no selling, product marketing or soliciting allowed. In other words, there are no strings attached for the consumer. Volunteers are not permitted to distribute business cards or any other marketing materials at the event. Attendees who choose to follow up with financial planners they meet at the event can do so through the volunteer contact information directory provided in the event handout.

Volunteers received a morning briefing before the event opened to the public that provided them with an overview of the event layout and rules, and an opportunity to ask questions.



Online registration for Elizabeth Financial Planning Day is now closed.

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



Elizabeth Financial Planning Day was held at the Union County College - Kellogg Building.

Union County College - Kellogg Building
40 West Jersey Street
Elizabeth, NJ 07202


Parking:
Parking is available across the street from the Kellogg Building.

Train:
Nearby Elizabeth Station services the Northeast Corridor and North Jersey Coast lines. Visting NJTransit.com for schedules and trip details.

Bus Route:
Union County College is within a block of the West Jersey St at Price St stop on the 59 and 112 routes. Check out NJTransit.com for more information.


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.

CFPFPAFFPUSCM