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The Greater Omaha Community Financial Planning Day

Saturday, October 15, 2011
8:30 am - 12:30 pm
Metropolitan Community College - Fort Omaha Campus
Swanson Conference Center

City of Omaha and the Financial Planning Association of Nebraska hosted The Greater Omaha Community Financial Planning Day on Saturday, October 15, 2011 from 8:30 am to 12:30 pm at the Metropolitan Community College - Fort Omaha 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 The Greater Omaha Community Financial Planning Day possible:
• Financial Hope Collaborative
• Consumer Credit Counseling Services
• Family Housing Advisory

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, The Greater Omaha Community Financial Planning Day also featured a series of classroom-style 50-minute Educational Workshops.



8:30 am - 9:00 amAttendee Registration Opens
9:00 am - 9:15 amWelcome from Mayor Jim Suttle
Keynote Address: Lance Jones, CFP®, President of FPA of Nebraska
9:30 am - 12:30 pmOne-on-One Counseling with Financial Planners
9:30 am - 10:20 amWorkshop Session 1:
Budgeting 101
Workshop Session 2:
Taking Control: A Financial Planning Starter Kit
Workshop Session 3:
Real World Retirement
10:30 am - 11:20 amWorkshop Session 1:
Investing Basics
Workshop Session 2:
Taking Control: A Financial Planning Starter Kit
Workshop Session 3:
Real World Retirement
11:30 am - 12:20 pmWorkshop Session 1:
Investing Basics
Workshop Session 2:
Teens and Money
Workshop Session 3:
Investing Basics
12:30 pmConclusion



The Greater Omaha Community 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 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.

The Greater Omaha Community 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 The Greater Omaha Community 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. Free refreshments will also be provided.

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.





The Greater Omaha Community Financial Planning Day was be held at the Metropolitan Community College - Fort Omaha Campus.

Metropolitan Community College - Fort Omaha Campus
Swanson Conference Center
32nd & Sorenson Parkway
Omaha, Nebraska 68111






Free Parking:
Visitor parking is available in several lots around the ICA/Swanson Conference Center. Download the Campus Map for your options.


Bus:
Omaha Metro Bus Route 30 services the MCC - Fort Omaha campus. Visit Omaha Metro 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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