Financial Planning Day Overview

Indianapolis Financial Planning Day

Saturday, October 15, 2011
10:00 am - 3:00 pm
Schwitzer Student Center
University of Indianapolis

City of Indianapolis and the Financial Planning Association of Greater Indiana hosted Indianapolis Financial Planning Day on Saturday, October 15, 2011 from 10:00 am to 3:00 pm at the Schwitzer Student Center - University of Indianapolis, attendees were 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 Indianapolis Financial Planning Day possible:
• Mayor Greg Ballard, City of Indianapolis
• University of Indianapolis - School of Business
• Bank on Indy
• Connect2
• CHIP (Indy Resource Connect)
• Christian Neighborhood Legal Clinic
• Mayor of Indianapolis Office of Veteran Affairs
• Indiana Secretary of State
• Indiana Neighborhood Housing Partnership
• Indy’s Campaign for Financial Fitness
• IRS VITA and TCE Volunteer free tax prep program
• Momentive Consumer Credit Counseling
• Outreach Services, Consumer Protection Division
• Social Security Administration
• State Health Insurance Program
• Office of Attorney General, Outreach Services
• WCTY Channel 16

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.

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
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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, Indianapolis Financial Planning Day also featured a series of classroom-style 50-minute Educational Workshops.

10:00 am	Attendee Registration Opens
10:15 am - 10:30 am	Opening Remarks Marie S. Marks, Chairman, Director of Public Relations, FPA of Greater Indiana Dr. Beverly J. Pitts, President, University of Indianapolis Indiana’s First Lady Winnie Ballard, Mayor, City of Indianapolis
10:30 am - 3:00 pm	One-on-One Counseling with Financial Planners
10:45 am - 11:30 am	Workshop Session 1: A Financial Fire Drill
	Workshop Session 2: Budgeting 101: Life’s Balancing Act
	Workshop Session 3: Financial Planning for a Home of Your Own
	Workshop Session 4: Investing Basics: Be a Smart Investor
11:45 am - 12:30 pm	Workshop Session 1: Real World Retirement Planning
	Workshop Session 2: Budgeting 101: Life’s Balancing Act
	Workshop Session 3: Managing Your Money in Hard Times: Financially Surviving a Job Loss
	Workshop Session 4: Investing Basics: Be a Smart Investor
12:45 pm - 1:30 pm	Workshop Session 1: Real World Retirement Planning
	Workshop Session 2: Budgeting 101: Life’s Balancing Act
	Workshop Session 3: Managing Your Money in Hard Times: Financially Surviving a Job Loss
	Workshop Session 4: A Financial Fire Drill
1:45 pm - 2:30 pm	Workshop Session 1: Managing Your Money in Hard Times: Financially Surviving a Job Loss
	Workshop Session 2: A Financial Fire Drill
	Workshop Session 3: Financial Planning for a Home of Your Own
	Workshop Session 4: Investing Basics: Be a Smart Investor
3:00 pm	Conclusion
	Special thanks to the Office of the Secretary of State and Indiana College Choice 529 Plan for the two $500.00 scharloerships to be awarded.

Indianapolis 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 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.

Indianapolis 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:

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.

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 Indianapolis 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.

Indianapolis Financial Planning Day was be held at the Schwitzer Student Center - University of Indianapolis.

Schwitzer Student Center - University of Indianapolis
1400 East Hanna Avenue
Indianapolis, IN 46227

Parking:
Numerous parking lots are available on campus. Click on Campus Map & Visitor Parking for more information.

Public Transportation:
Indianapolis public bus has a stop at the corner of the campus. Visit IndyGo.net for more information.

Driving:
Click on UIndy's Driving Directions page for detailed route instructions.

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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