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Miami Financial Planning Days

Miami Financial Planning Day took place on Monday and Tuesday, October 21 and 22, 2013. We want to thank all of the attendees and volunteers who participated. More information about the event is available below.

The event was presented by:

Certified Financial Planner Board of Standards
City of Miami
Financial Planning Association of Miami
Foundation for Financial Planning
The United States Conference of Mayors

We would also like to recognize and thank the following individuals and organizations for their support:

 

Apprisen Financial Advocates

Carol Harlow

Cela Advisors

Miami Dade College – Wolfson Campus

Philip Herzberg

Rick Resende

Wells Fargo Bank

City of Miami and Financial Planning Association of Miami invite you to attend Miami Financial Planning Day on Monday, October 21, 2013 from 5:00 pm to 8:00 pm and Tuesday, October 22, 2013 from 5:00 pm to 8:00 pm at the Miami-Dade College Wolfson Campus Building 2, Room 2106, 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
______________________________________
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
______________________________________

In addition to personalized advice, Miami Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.



  

 

4:00 pm - 4:30 pm                        Attendee Registration

4:30 pm - 5:00 pm                       Opening Remarks – MDC Provost, City of Miami Mayor

5:00 pm - 8:00pm                        One-on-One Clinic with Financial Planners

Monday, October 21  

5:00 pm - 6:00 pm                       Workshop 1 – Understanding your Credit

6:00 pm - 7:00 pm                       Workshop 2 – Financial Empowerment Coaching

Tuesday, October 22  

5:00 pm - 6:00 pm                       Workshop 1 – Retirement Planning

6:00 pm - 7:00 pm                       Workshop 2 – Investing Basics



Miami 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.

Miami 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 Miami 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.





Miami Financial Planning Day will be held at the Miami Dade College Wolfson Campus, Building 2, Room 2106.

Miami Dade College Wolfson Campus
Building 2, Room 2106
300 N.E. 2nd Avenue
Miami, Fl 33132



Click here for Google Map Transportation Directions.

There will be free parking available on the Wolfson campus.

Public transportation 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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