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Louisville Financial Planning Day

Saturday, October 8, 2011
10:00 am - 4:00 pm
Spalding University - Egan Leadership Center

City of Louisville and the Financial Planning Association of Kentuckiana hosted Louisville Financial Planning Day on Saturday, October 8, 2011 from 10:00 am to 4:00 pm at the Spalding University - Egan Leadership Center, where 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 Louisville Financial Planning Day possible:

• Mayor Greg Fischer and staff
• State Treasurer Todd Hollenbach and staff
• Michelle C. Reiss, Chair, School of Business, Spalding University
• Laura Felhoelter, CPA, Ca-La Consulting, LLC
• Chris Russell, CPA, National Association of Tax Professionals

Information was be 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, Louisville Financial Planning Day also featured a series of classroom-style 50-minute Educational Workshops.




10:00 amPublic Registration Opens
10:00 am to 10:15 amWelcome and Opening Remarks
10:15 amGreeting and Remarks from State Treasure Todd Hollenbach
10:15 am to 3:00 pmOne-on-One Counseling with Financial Planners
10:30 amWorkshop Session 1
Financial Planning 101
12:00 pmWorkshop Session 2
Investing Basics - Tips for Smart Investing
1:30 pmWorkshop Session 3
Tax Planning in Changing World: Consumer Tax Tips
4:00 pmConclusion




Louisville 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 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.

Louisville 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 Louisville 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.





Louisville Financial Planning Day was held at the Spalding University - Egan Leadership Center.

Spalding University - Egan Leadership Center
901 South Fourth Street
Louisville, KY




Free Parking:
Parking is available, at no cost, in the 4th Street Visitor's lot adjacent to the Leadership Center. Click on Spalding University's Campus Map for a PDF with additional options.


Bus Route:
The Leadership Center is 2 blocks away from the Broadway @ 4th Bus Stop, servicing the 23, 38, 37, and 66 bus routes. Visit the TARC homepage 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.
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