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Reno Financial Planning Day

Saturday, October 1, 2011
8:00 am - 12:00 pm
Wooster High School


City of Reno, City of Sparks and the Financial Planning Association of Nevada hosted Reno Financial Planning Day on Saturday, October 1, 2011 from 8:00 am to 12:00 pm at the Wooster 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.

We’d like to thank the following organizations for additional support in making Reno Financial Planning Day possible:

• Consumer Credit Counseling Service of Nevada
• Nevada Community Foundation
• Nevada State College Foundation
• Primary Residential Mortgage, Inc.
• Sunbelt Business Brokers of Las Vegas
• The WealthCare Center
• United Way of Southern Nevada

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
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SPECIAL CIRCUMSTANCES
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
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INVESTMENT PLANNING
Investment Strategies - Asset Accumulation
Generating Investment Income
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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
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EMPLOYEE BENEFITS
Managing Health Insurance - Health Savings Accounts
Pension Benefits
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In addition to personalized advice, Reno Financial Planning Day will also feature a series of classroom-style 50-minute Educational Workshops.



7:30 amPublic Registration Opens
8:00 amOfficial Welcoming
8:30 am - 11:30 pmOne-on-One Counseling with Financial Planners
8:30 am - 9:15 amWorkshop Session 1:
Managing Your Money in Hard Times
9:30 am - 10:15 amWorkshop Session 2:
A Financial Fire Drill
10:30 am - 11:15 amWorkshop Session 3:
Forging Your Financial Future
12:00 pmConclusion



Reno 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.

Reno 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 Reno 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.





Reno Financial Planning Day was held at the Wooster High School.

Wooster High School
1331 E Plumb Lane
Reno, NV 89502




Free Parking:
Parking will be available on-site at no cost.

Bus Routes:
Wooster High School is conveniently located next to the Harvard/Pedretti stop on the 9 and 19 lines. Visit the RTCWashoe.com for detailed bus route 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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