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San Diego Financial Planning Day

San Diego Financial Planning Day took place on Saturday, September 28, 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 Diego
Financial Planning Association of San Diego

Foundation for Financial Planning

The United States Conference of Mayors


We would also like to recognize and thank the following organizations for their support:
 

Financial Supporters:
US Bank
Wells Fargo

Local Partners:
Community Housing Works
Envoy Mortgage
Identity Theft Resource Center
Law Firm of Denherder and Associates
San Diego State University
SDSU – Office of Financial Aid

 

City of San Diego and Financial Planning Association of San Diego invite you to have a personal financial check-up at San Diego Financial Planning Day on Saturday, September 28, 2013 from 10:00 am to 3:00 pm at the San Diego State University, Parma Payne Goodall Alumni Center 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 may 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, San Diego Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.




10:00 am – 10:50 am                 Taking Control of Your Finances in 8 Easy Steps - 
                                                A Financial Planning Starter Kit

10:30 am – 2:50 pm                   One-on-One Financial Planning           

11:00 am – 11:50 am                 College without Student Loans

12:00 pm – 12:50 pm                 College Education Planning in the 21st Century 

12:00 pm – 12:50 pm                 Managing Credit 

1:00 pm – 1:10 pm                     Councilwoman Marti Emerald

1:15 pm – 1:45 pm                     Retirement Planning for Teachers

2:00 pm – 2:50 pm                     Credit & Home Buying Strategies




San Diego 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.

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 Diego 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 Diego 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 Diego Financial Planning Day will be held at San Diego State University.

San Diego State University, Parma Payne Goodall Alumni Center
55th St. at Hardy Ave. (One block North of Montezuma Rd.)
San Diego, CA 92182






Click here for Google Map Transportation Directions.

Free Parking is available at Parking Structure 5 (Aztrack): South and adjacent to the Alumni Center.

From Interstate 8-East, take the Mission Gorge Road/Fairmount Avenue exit.

Travel south on Fairmount Avenue.

Bear right and take the Montezuma Road exit.

Turn left at 55th Street.

Turn left into Parking Structure 5 (Aztrack).

From Interstate 8-West, take the College Avenue exit and proceed south.

Turn right at Montezuma Road and proceed past Campanile Drive.

Turn right at 55th Street.

Turn left into Parking Structure 5 (Aztrack).

 


Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.
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