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San Diego Financial Planning Day

Saturday, October 8, 2011
10:00 am - 3:00 pm
Joe & Vi Jacobs Center

City of San Diego and the Financial Planning Association of San Diego hosted San Diego Financial Planning Day on Saturday, October 8, 2011 from 10:00 am to 3:00 pm at the Joe & Vi Jacobs Center, 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 San Diego Financial Planning Day possible:

• RTF - City-County Reinvestment Task Force
• Community HousingWorks
• Housing Opportunities Collaborative
• Springboard Credit.org
• Chris Rand, “Your Family Matters,” KCBQ 1170 AM
• George Chamberlin, “Money in the Morning,” KOGO 600 AM
• KUSI
• The San Diego Union-Tribune
• Univision

Information was be 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, San Diego Financial Planning Day also featured a series of classroom-style 50-minute Educational Workshops.



9:00 am - 2:30 pmAttendee Registration
10:00 am - 10:50 amKeynote Speakers Mayor Sanders, Council President Tony Young
11:00 am - 3:00 pmOne-on-One Counseling with Certified Financial Planner™ Professionals, Certified HUD Counselors, and Credit Counselors
11:00 am - 11:50 amWorkshop Session 1:
Forging Your Financial Future Presented by CFP® Professional- (English)
Workshop Session 2:
Accomplishing Your Financial Mission For Military Families Presented by CFP® Professional
Workshop Session 3:
Foreclosure Prevention Options Presented by Housing Opportunity Collaborative
Workshop Session 4:
Improving Your Credit Score Presented by Springboard
Workshop Session 5:
CARE (Credit Abuse Resistance Education) Program for Young Adults Presented by Consumer Protection Attorney
12:00 pm - 12:50 pmWorkshop Session 1:
Forging Your Financial Future Presented by CFP® Professional - (en espanol)
Workshop Session 2:
Financial Considerations for Your Small Business Presented by CFP® Professional
Workshop Session 3:
First Time Home Purchasing Presented by Community Housing Works
Workshop Session 4:
Debt Management Presented by CFP® Professional
Workshop Session 5:
Avoiding Scams, Fraud and ID Theft Presented by District Attorney's office
1:00 pm - 1:50 pmWorkshop Session 1:
Managing Your Money in Hard Times Presented by CFP® Professional (English)
Workshop Session 2:
Estate Planning What Everyone Needs to Know Presented by Estate Planning Attorney
Workshop Session 3:
Thinking About Bankruptcy Presented by Housing Opportunities Collaborative Pro Bono Attorney
Workshop Session 4:
Improving Your Credit Score Presented by Springboard
Workshop Session 5:
Workforce Partnership - Job Market Panel
2:00 pm - 2:50 pmWorkshop Session 1:
Managing Your Money in HardTimes Presented by CFP® Professional (en espanol)
Workshop Session 2:
Accomplishing Your Financial Mission For Military Families Presented by CFP® Professional
Workshop Session 3:
Buying REO's, Short Sales, and Foreclosure Properties Presented by Housing Opportunity Collaborative
Workshop Session 4:
Debt Management Presented by CFP® Professional
Workshop Session 5:
Investing Basics - How to Use Investments for Tomorrow's Future Presented by CFP® Professional
3:00 pmConclusion



San Diego 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.

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, vist www.FinancialPlanningDays.org/resources.



Online registration for San Diego 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.





San Diego Financial Planning Day was held at the Joe & Vi Jacobs Center.

Joe & Vi Jacobs Center
404 Euclid Avenue
San Diego, CA 92114




Parking:
Free on-site parking is available.


Trolley:
From Downtown or as far east as Santee, take the San Diego Trolley Orange Line to the Euclid Transit Station adjacent to Market Creek. Visit San Diego MTS for more information.


Bus:
Several bus lines, including 3, 4, 5, 13, 916, 917, 955, and 960, service the Euclid Transit Station from all areas of San Diego. Additional public transportation information is available online at the MTDB website or at SDMTS.com.



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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