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Orange County Financial Planning Day

Saturday, October 8, 2011
10:00 am - 4:00 pm
Brandman University, Irvine Campus

The Financial Planning Association of Orange County hosted Orange County Financial Planning Day on Saturday, October 8 from 10:00 am to 4:00 pm at Brandman University, Irvine 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 individuals and organizations for additional support in making Orange County Financial Planning Day possible:

• Crown Wealth Management
• LivHOME
• MetLife
• PacificLife
• Wells Fargo Advisors
• California Jump$tart Coalition
• California State Assembly, 67th District, Mr. Jim Silva
• City of Irvine Councilmember, Dr. Steven Choi
• Consumer Credit Counseling Services of Orange County
• Fernandez Financial Advisory
• Orange County Supervisor, Third District, Mr. Bill Campbell
• Orange County Treasurer, Ms. Shari Freidenrich

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, Orange County Financial Planning Day also featured a series of classroom-style 50-minute Educational Workshops presentations addressing key financial planning topics and presented by top financial planners.




10:00 amPublic Registration Opens
10:00 am - 10:10 amWelcome Address by Orange County Supervisor William Campbell
10:00 am - 4:00 pmOne-on-One Counseling with Financial Planners
Consumer Credit Counseling Services of Orange County
10:10 am - 10:50 amWorkshop Session 1:
Forging Your Financial Future
Workshop Session 2:
Choosing the Right Insurance for Every Stage in Life
Workshop Session 3:
Reverse Mortgages: Why and How
11:00 am - 11:50 amWorkshop Session 1:
Elder Care Planning for Caregivers
Workshop Session 2:
Medicare Update
Workshop Session 3:
Designing Your Retirement
Workshop Session 4:
Understanding Credit Reports & Scores
12:00 pm - 12:05 pmA Representative from the office of The Honorable Jim Silva, California Assemblyman, 67th District, will present members of the OC FPD Steering Committee with a California Legislature Assembly Resolution recognizing Financial Planning Week
12:05 pm - 12:50 pmWorkshop Session 1:
Estate Planning: What Everyone Needs To Know
Workshop Session 2:
The Truth About Estate Planning
1:00 pm - 1:50 pmWorkshop Session 1:
Investing Basics: Be a Smart Investor
Workshop Session 2:
Tax Planning in a Changing World
Workshop Session 3:
Raising Financially Aware Kids
2:00 pm - 2:50 pmWorkshop Session 1:
Investing in Uncertain Markets
Workshop Session 2:
Social Security Update
Workshop Session 3:
A Lifetime of Financial Security
Workshop Session 4:
Understanding Credit Reports & Scores
4:00 pmConclusion



Orange County 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 each person's 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 our previous events

At the Financial Planning Day, each volunteer was 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.

Orange County 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 Orange County 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.






Orange County Financial Planning Day was be held at Brandman University, Irvine Campus.

Brandman University
16355 Laguna Canyon Road, 1st Floor
Irvine, CA 92618

The venue is minutes away from the Irvine Spectrum Center near the junction of the 405 and 5 freeways.



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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