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Oakland Financial Planning Day

Saturday, October 1, 2011
9:00 am - 4:00 pm
Oakland City Hall

City of Oakland and the FPA of East Bay hosted Oakland Financial Planning Day on Saturday, October 1, 2011 from 9:00 am to 4:00 pm at the Oakland City Hall, 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 Oakland Financial Planning Day possible:

• Mayor Jean Quan and the City of Oakland
• California State Senator Loni Hancock
• California State Assemblymember Sandre R. Swanson
• Oakland Community Action Partnership
• Peralta Colleges Foundation

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



9:00 amAttendee Registration Opens
9:00 amWelcome from Officials of Event
 WELCOME: FRANK PARÉ AND MEGAN ROUSE - FPA-EAST BAY GOV’T RELATIONS CO-CHAIRS
 OAKLAND MAYOR QUAN
 STATE SENATOR LONI HANCOCK
 ASSEMBLYMEMBER SANDRÉ R. SWANSON
 CLOSE - FRANK PARÉ
10:00 am - 4:00 pmOne-on-One Counseling with Financial Planners
11:00 am - 12:00 pmWorkshop Session 1:
Financial Planning 101
11:00 am - 12:30 pmWorkshop Session 2:
Foreclosure Assistance
12:00 pm - 1:00 pmWorkshop Session 3:
Small Business Help: What does It Take to Achieve Success in Obtaining a Business Loan?
12:30 pm - 2:00 pmWorkshop Session 4:
Credit Repair & Cash Flow Management
4:00 pmConclusion



Oakland Financial Planning Day is a free event that provides people with 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 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 meet with one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with.

Oakland 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 Oakland 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.





Oakland Financial Planning Day was held at the Oakland City Hall.

Oakland City Hall
1 Frank H. Ogawa Plaza
Oakland, CA 94612






Parking Available:

  • 14th-at-Clay Garage — Behind City Hall. City Hall's front entrance faces east onto Frank Ogawa Plaza, diagonally across from the Rotunda Building.
  • Garage on 14th between Clay and Broadway — Entrance on 14th St across from the south side of City Hall. City Hall's front entrance faces east onto Frank Ogawa Plaza, diagonally across from the Rotunda Building.
  • Dalziel Garage — On 16th St between San Pablo Ave and Clay.
  • Allbright Parking Garage — On 16th St between San Pablo Ave and Telegraph Ave.
  • Rotunda Garage – Between 16th and 17th streets and San Pablo and Telegraph.


Rail Lines:
Oakland City Hall is blocks away from the 12th St. Oakland City Center station servicing the Pittsburg/Bay Point-SFIA/Millbrae, Richmond-Fremont, and Richmond-Daly City/Millbrae lines. Visit the Bay Area Rapid Transit website at BART.gov for more information.


Bus Routes:
Numerous bus lines have stops within walking distance of Oakland City Hall, including the 1, 1R, 26, 58L, 72, 72M, 72R, 800, and 801. Visit ACTransit.org for bus route, stop, and timetable 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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