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Henderson Financial Planning Day

Henderson Financial Planning Day took place on Saturday, October 19, 2013. We want to thank all of the attendees and volunteers who participated. More information about the event is available below.

City of Henderson and the Financial Planning Association of Nevada invite you to attend Henderson Financial Planning Day on Saturday, October 19, 2013 from 10:00 am to 3:00 pm at the Silver Springs Recreation Center, 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, Henderson Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.




9:30 am - 10:15 am       Attendee Registration


10:15 am - 11:00 am     
Opening Remarks – Mayor Andy Hafen

                                              

11:00 am - 3:00 pm       One-on-One Clinic with Financial Planners

                                              

11:00 am - 12:00 pm     Workshop: Real World Retirement Planning

                                              

12:00 pm - 1:00 pm       Workshop: Investing Basics: Be a Smart Investor

                                              

1:00 pm - 2:00 pm         Workshop: Young Professionals: Launching Your Financial Plan

                                              

2:00 pm - 3:00 pm         Workshop: Financial Considerations for Your Small Business                                               



Henderson 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.

Henderson 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 Henderson 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.





Henderson Financial Planning Day will be held at the Silver Springs Recreation Center.

Silver Springs Recreation Center
1951 Silver Spring Pkwy
Henderson, NV 89074





Click here for Google Map Transportation Directions.

Public transportation and parking information will be available soon.

Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.
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