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Newark Financial Planning Day

The Newark Financial Planning Day took place on October 6, 2012. More information about the event is available below.

We would like to extend our thanks to all of the attendees and volunteers who participated in the 2012 event.


City of Newark and the Financial Planning Association of New Jersey invite you to attend Newark Financial Planning Day on Saturday, October 6, 2012 from 11:00 am to 3:00 pm at the Science Park High School, 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
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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, Newark Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.



 
11:00 am Attendee Registration opens
11:30 am - 11:45 amWelcome and Opening Remarks
11:00 am - 3:00 pmOne-on-one Consultations with Financial Planners
Voter Registration 
12:00 pm - 12:45 pmWorkshop Series A
Taking Charge of Your Credit: Planning, Credit, & ID Theft 
Life's Balancing Act: Budgeting 101
Retirement Planning
 Starting a business?  Choose the right business entity.
 Financial Matters for Young Adults
1:00 pm - 1:45 pm Workshop Series B
Be a Smart Investor: Investing 101
Small Business: Tax Planning & Retirment Plans
SBA (Small Business Administration) Loans & Eligibility
 Predatory Lending, Fair Housing, Foreclosure
 Finding Scholarships & Grants for College
2:00 pm - 2:45 pm Workshop Series C
Be a Smart Investor: Investing 101
Taking Charge of Your Credit: Planning, Credit, & ID Theft
Retirement Planning
 Finding the Money for College
 Locating Free IRS Tax Preparation Services
3:00 pmEvent concludes



Newark 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.

Newark 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 Newark 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.





Newark Financial Planning Day will held at the Science Park High School.

Science Park High School
260 Norfolk Street
Newark, NJ 07103




Public Bus:
The venue is blocks away from the West Market St at Norfolk St stop on the 21, 34, and 99 bus lines. Click here for more information on the bust routes or visit NJTransit.com.


Light Rail:
Science Park High School is blocks away from both the Norfolk & Central Station and the Warren Street Light Rail Station. Download NJ Transit's Newark Light Rail map here or visit the Light Rail home page at NJTransit.com 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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