login
Use the form below to Log In. User ID and Password are case sensitive.

By accessing this system, you agree to be bound by all terms and conditions set forth in your current license agreement for this product.


User ID:
Password:
  
  


eXtensible Content Manager Copyright © 2013 Light Industries Service Corporation. All rights reserved.

print this page | forward to a friend

  



Greater Sacramento Financial Planning Day

The Greater Sacramento Financial Planning Day took place on October 13, 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:

ABC News 10
CBS Radio
Entercom Radio
KCRA/KQCA
Sacramento Bee
Sacramento Works
TechSkills Sacramento

City of West Sacramento and the Financial Planning Association of Northern California invite you to attend Greater Sacramento Financial Planning Day on Saturday, October 13, 2012 from 9:00 am to 3:00 pm at the West Sacramento City Hall, 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:

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




9:00 am - 2:30 pmAttendee Registration 
9:00 am - 9:30 am Official Welcoming
9:30 am - 3:00 pmOne-on-one Consultations with Financial Planners
9:30 am - 10:20 amWorkshop Session 1
A Financial Fire Drill
Investing Basics: 20 Tips for Becoming a Smart Investor 
Real World Retirement Planning 
10:30 am - 11:20 am Workshop Session 2
Forging Your Financial Future 
Planning for the Costs of Higher Education
Tax Planning in a Changing Tax World
11:30 am - 12:20 pm Workshop Session 3
Choosing the Right Insurance for Every Stage of Life 
Investing Basics: 20 Tips for Becoming a Smart Investor
Real World Retirement Planning
12:30 pm - 1:20 pm Workshop Session 4
Forging Your Financial Future
Estate Planning: What Everyone Needs to Know
Tax Planning in a Changing Tax World
3:00 pm Conclusion



Greater Sacramento 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.

Greater Sacramento 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 pre-registration for Greater Sacramento 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.





Greater Sacramento Financial Planning Day will be held at the West Sacramento City Hall.

West Sacramento City Hall
1110 W Capital
West Sacramento, CA 95691





Parking:
Free parking is available in and around City Hall.

Bus:
A local transit hub is located right across the street from City Hall. Visit Yolobus.com for more information.

Bike:
Bicycle to City Hall using West Sacramento's Bike Route PDF available here.


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