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San Antonio Financial Planning Day

San Antonio Financial Planning Day took place on Saturday, October 12, 2013. We want to thank all of the attendees and volunteers who participated. More information about the event is available below.

The event was presented by:


Certified Financial Planner Board of Standards

City of San Antonio

Financial Planning Association of South Texas

Foundation for Financial Planning

The United States Conference of Mayors


We would also like to recognize and thank the San Antonio Family Service Association for their support.

City of San Antonio and Financial Planning Association of San Antonio & South Texas invite you to attend San Antonio Financial Planning Day on Saturday, October 12, 2013 from 9:00 am to 2:00 pm at The Neighborhood Place, 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:

Buying a Home - Debt Management
Building a College Fund - Savings Goals
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
Investment Strategies - Asset Accumulation
Generating Investment Income
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
Managing Health Insurance - Health Savings Accounts
Pension Benefits

In addition to personalized advice, San Antonio Financial  Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.

9:00 pm – 2:00 pm

Attendee Registration

9:00 am – 9:15 pmOpening Remarks - Shirley Gonzales Councilwoman District 5

9:15 am – 3:00 pm

One-on-One Clinics with Financial Planners

10:00 am – 12:00 pm

Workshop Session 1

Budgeting 101: Life’s Balancing Act

Presupuesto 101: un acto de equilibrio

11:00 am – 12:00 pm

Workshop Session 2

Forging Your Financial Future

Forjando Su Futuro Financiero

12:00 am – 1:00 pm

Workshop Session 3

Managing Your Money in Hard Times: Financially Surviving a Job Loss

La administración de su dinero en tiempos difíciles: sobreviva financieramente ante la pérdida del trabajo

1:00 pm – 2:00 pm

Workshop Session 4

Real World Retirement Planning

Presupuesto 101: un acto de equilibrio

2:00 pm – 3:00 pm

Workshop Session 5

Financially Planning for a Home of Your Own

Forjando Su Futuro Financiero

San Antonio Financial Planning Day is a free event where you'll have 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:


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.

San Antonio 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, visit www.FinancialPlanningDays.org/resources.


Online registration for San Antonio 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.

San Antonio Financial Planning Day will be held at The Neighborhood Place.

The Neighborhood Place
3014 Rivas Street
San Antonio, TX 78228

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.