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Metro Washington Financial Planning Day

Saturday, October 15, 2011
10:30 am - 4:00 pm
Columbia Heights Educational Campus
(Bell Multicultural High School)

Government of the District of Columbia and the Financial Planning Association of the National Capital Area hosted Metro Washington Financial Planning Day on Saturday, October 15, 2011 from 10:30 am to 4:00 pm at the Columbia Heights Educational Campus, 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 organizations for additional support in making Metro Washington Financial Planning Day possible:

• District of Columbia Department of Insurance, Securities, and Banking
• Metropolitan Washington Council of Governments
• Investor Protection Institute
• Investor Protection Trust
• Calvert Investments
• Greater Washington Jump$tart Coalition
• Bank on DC
• Office of the Deputy Mayor, District of Columbia
• Capital Area Asset Builders
• U.S. Trade Commission
• Consumer Action
• Starbucks
• Hispanic Chamber of Commerce
• Money Management International
• Students, faculty, and staff of Columbia Heights Educational Campus

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

We want to share a few exciting updates: 

1. At the event, two $500 scholarships in the form of contributions to a 529 College Savings plans were given away as door prizes. 

2. Mary Beth Franklin, an award-winning journalist and senior editor of Kiplinger's Personal Finance magazine, was our keynote speaker from 10:30 – 11:00 am.  In her work, Mary Beth covers retirement planning, tax planning, Social Security issues and long-term-care insurance.

3. D.C. Mayor Vincent C. Gray has issued a proclamation which declared Saturday, October 15, 2011, as Metro Washington Financial Planning Day.  The proclamation signifies the city’s ongoing commitment to inspire residents to improve their financial knowledge by taking advantage of this opportunity to receive free, no-strings-attached advice at the event.

10:00 amPublic Registration Opens
10:30 am - 11:00 amOpening Remarks & Keynote Address
11:00 am - 4:00 pmOne-on-One Counseling with Financial Planners
12:00 pm - 12:50 pmWorkshop Session 1:
Introduction to Financial Planning Basics
 Workshop Session 2:
Young Professionals: Launching Your Financial Plan
 Workshop Session 3:
Estate Planning: What Everyone Needs to Know
1:00 pm - 1:50 pmWorkshop Session 1:
Real World Retirement Planning
 Workshop Session 2:
Investing Basics: Be a Smart Investor
 Workshop Session 3:
Budgeting 101: Life’s Balancing Act
2:00 pm - 3:00 pmWorkshop Session 1:
Introduction to Financial Planning Basics
 Workshop Session 2:
Young Professionals: Launching Your Financial Plan
 Workshop Session 3:
Planning for the Cost of Higher Education
3:00 pm - 3:50 pmWorkshop Session 1:
Real World Retirement Planning
 Workshop Session 2:
Take Charge of Your Credit Rating
 Workshop Session 3:
Investing Basics: Be a Smart Investor
4:00 pmConclusion



Metro Washington 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:

At the Financial Planning Day, each volunteer was seated at a table. Volunteers meet with one individual, couple or family at a time but there was no limit to the number of volunteers you can had met with.

Metro Washington 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 Metro Washington 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.





Metro Washington Financial Planning Day was be held at the Columbia Heights Educational Campus (Bell Multicultural High School).

Columbia Heights Educational Campus
(Bell Multicultural High School)
3101 16th St NW
Washington DC 20010


Parking:
Paid parking is available at the nearby DC USA Shopping Center.

Metro Access:
The campus is conveniently located just one block west from the Columbia Heights Metro Station on the Green and Yellow Lines. Vist WMATA.com for more information.

Bus Route:
The Columbia Heights Educational Campus is located beside the S2, S4, and S9, Irving Street NW & 16th Street NW bus stops. It is also 1.5 blocks away from the 42,43 Irving Street & Mt. Pleasant bus stops. Visit WMATA.com for more information.



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

 

 

 

 

 
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