Financial Planning Day Overview

Orange County Financial Planning Day

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

We want to thank all of the attendees and volunteers who participated in this year's event.

City of Huntington Beach and the Financial Planning Association of Orange County invite you to attend Orange County Financial Planning Day on Saturday, October 6, 2012 from 10:00 am to 4:00 pm at The Huntington Beach Library, 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'll be 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 will also feature a series of classroom-style educational workshops addressing popular personal finance topics

9:00 am	Attendee registration opens
10:00 am	Opening Remarks
10:30 am - 4:00 pm	One-on-one Consultations with Financial Planners
10:30 am - 11:20 am	Workshop Session 1
	Social Security
	Elder Care Planning
	Investing Basics - Be a Smart Investor
11:30 am - 12:20 pm	Workshop Session 2
	Tax Planning in a Changing Tax World
	Medicare Planning
12:30 pm - 1:20 pm	Workshop Session 3
	Understanding Credit Reports and Scores
	Real World Retirement Planning
1:30 pm - 2:20 pm	Workshop Session 4
	Reverse Mortgages: Why and How
	Planning for the Costs of Higher Education
2:30 pm - 3:20 pm	Workshop Session 5
	Planning for Your Financial Goals
	Financial Considerations for Your Small Business
4:00 pm	Conclusion

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 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.

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:

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.

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 Orange County 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.

Orange County Financial Planning Day will be held at The Huntington Beach Library.

The Huntington Beach Library
7111 Talbert Avenue
Huntington Beach, CA 92648

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.

User ID:
Password: