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Greater Sacramento Financial Planning Day

Saturday, October 8, 2011
9:00 am - 3:00 pm
West Sacramento City Hall

City of West Sacramento and the Financial Planning Association of Northern California hosted Greater Sacramento Financial Planning Day on Saturday, October 8, 2011 from 9:00 am to 3:00 pm at the West Sacramento City Hall, where attendees were be 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 Greater Sacramento Financial Planning Day possible:

• California State University, Sacramento College of Business
• KCRA Channel 3 and KQCA Channel 58
• La Bou
• Minuteman Press
• Robin Bevier, Attorney at Law
• Sacramento Metropolitan Chamber of Commerce
• The Sacramento Bee
• University of California, Davis Extension
• Waterfront Cafe
• West Sacramento Chamber of Commerce

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.

Attendees were 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 also featured a series of classroom-style 50-minute Educational Workshops.



9:00 am - 2:30 pmAttendee Registration Opens
9:00 am - 9:30 amOfficial Welcoming with Mayor Cabaldon
9:00 am - 3:00 pmOne-on-One Counseling with Financial Planners
10:00 am - 10:50 amWorkshop Session 1:
A Financial Fire Drill: How you might cope financially due to an income drop, job loss or other adverse event, such as a foreclosure.
Workshop Session 2:
Investing Basics: 20 Tips for Becoming a Smart Investor
Workshop Session 3:
Real World Retirement Planning: Explores the savings and investment options individuals can rely on when planning for the future.
11:00 am - 11:50 amWorkshop Session 1:
Forging Your Financial Future: Overview of the financial planning process and highlights some of the basic financial planning issues for individuals and families.
Workshop Session 2:
Planning for the Costs of Higher Education: How one can save for their children’s education and includes several investment options to consider.
Workshop Session 3:
Tax Planning in a Changing Tax World: Help to avoid tax mistakes while employing tax strategies that can help you better meet your life’s financial goals.
12:00 pm - 12:50 pmWorkshop Session 1:
Choosing the Right Insurance for Every Stage of Life: Importance of having the appropriate insurance and provides information so individuals can evaluate and purchase insurance wisely.
Workshop Session 2:
Investing Basics: 20 Tips for Becoming a Smart Investor
Workshop Session 3:
Real World Retirement Planning: Explores the savings and investment options individuals can rely on when planning for the future.
1:00 pm - 1:50 pmWorkshop Session 1:
A Financial Fire Drill: How you might cope financially due to an income drop, job loss or other adverse event, such as a foreclosure.
Workshop Session 2:
Estate Planning: What Everyone Needs to Know: Why individuals need an estate plan and highlights some of the basic components of an estate plan.
Workshop Session 3:
Tax Planning in a Changing Tax World: Help to avoid tax mistakes while employing tax strategies that can help you better meet your life’s financial goals.
3:00 pmConclusion



Greater Sacramento 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 will features a series of classroom-style presentations addressing key personal finance topics.

At the Financial Planning Day, each volunteer is 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.

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, vist www.FinancialPlanningDays.org/resources.



Online registration for Greater Sacramento 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.





Greater Sacramento Financial Planning Day was 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.

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