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Newark Financial Planning Day

Saturday, October 15, 2011
10:00 am - 3:00 pm
Science Park High School

City of Newark and the Financial Planning Association of New Jersey hosted Newark Financial Planning Day on Saturday, October 15, 2011 from 10:00 am to 3:00 pm at the Science Park High School, 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.

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



9:30 am - 10:00 amAttendee Registration
10:00 am - 10:30 amKeynote Address and General Presentation
10:30 am - 3:00 pmOne-on-One Counseling with Financial Planners
11:30 am - 12:20 pmWorkshop Session 1:
Budgeting 101 – Life’s Balancing Act
Workshop Session 2:
Take Control of Your Finances: Planning, Credit & ID theft
Workshop Session 3:
Retirement Planning
Workshop Session 4:
Financial Matters for Young Adults
Workshop Session 5:
Bankruptcy: What you need to know before and after
12:30 pm - 1:20 pmWorkshop Session 1:
Investing 101 – Be a Smart Investor
Workshop Session 2:
Managing Your Money in Hard Times: Financially Surviving a Job Loss
Workshop Session 3:
Finding The Money For College
Workshop Session 4:
Foreclosure Prevention
Workshop Session 5:
Locating IRS Free Tax Preparation Services & How to Prepare NOW for April 15th
1:30 pm - 2:20 pmWorkshop Session 1:
Investing 101 – Be a Smart Investor
Workshop Session 2:
Take Control of Your Finances: Planning, Credit, & ID Theft
Workshop Session 3:
Retirement Planning
Workshop Session 4:
Foreclosure Prevention
Workshop Session 5:
Finding The Money for College
3:00 pmConclusion



Newark 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.

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, vist www.FinancialPlanningDays.org/resources.



Online registration for Newark 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.





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

Science Park High School
262 Norfolk Street
Newark, NJ 07102




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 NJTranist.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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