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San Francisco Financial Planning Day

San Francisco Financial Planning Day is scheduled for October 25, 2014. More information is coming soon. 

Included below is information about last year's event. 

The event was presented by:

 

Certified Financial Planner Board of Standards

City of San Francisco

Financial Planning Association of San Francisco

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:

Charles Schwab Bank

Bay Area Financial Education Foundation

San Francisco Foundation

Bingham, Osborn & Scarborough, LLC

Litman Gregory

Ralph Latza

Wetherby Asset Management

Aspiriant

Mosaic

John Mell III

Kate Wilusz

Holly Galbrecht

Shores Press

Local Partners:

Consumer Credit Counseling Service of San Francisco
San Francisco Health Plan
SF Chronicle
SFNewsFeed

The City and County of San Francisco and the Financial Planning Association of San Francisco invite you to attend San Francisco Financial Planning Day on Saturday, October 19, 2013 from 9:00 am to 4:00 pm at UC-Hastings College of the Law (Snodgrass Hall), 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.


Can’t make it to San Francisco Financial Planning Day?
Check out the other Financial Planning Days happening in the area:
Oakland, October 5th
Sacramento, October 26th


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, San Francisco Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.



 

8:30 am

Attendee Registration Opens

9:00 am - 9:30 am

Official Welcoming and Keynote Address

9:30 am - 12:30 pm

One-on-One Counseling with Financial Planners and Consumer Credit Specialists

9:30 am - 10:20 am

Workshop 1: Real World Retirement Planning

 

Workshop 2: Insurance for Every Stage of Your Life

10:30 am - 11:20 am

Workshop 1: Investing Basics – Be a Smart Investor

 

Workshop 2: Estate Planning: What Everyone Should Know

11:30 am - 12:30 pm

Workshop 1: Introduction to Financial Planning Basics

 

Workshop 2: Budgeting 101 – Life’s Balancing Act

12:30 pm - 1:00 pm

Lunch Break

1:00 pm - 4:00 pm

One-on-One Counseling with Financial Planners and Consumer Credit Specialists

1:00 pm - 1:50 pm

Workshop 1: Investing Basics – Be a Smart Investor

 

Workshop 2: Tax Planning in a Changing World

2:00 pm - 2:50 pm

Workshop 1: Real World Retirement Planning

 

Workshop 2: Planning for the Costs of Higher Education

3:00 pm - 3:50 pm

Workshop 1: Introduction to Financial Planning Basics

 

Workshop 2: Financial Planning for a Home of Your Own

4:00 pm

Conclusion

 

Special Estate Planning Opportunity

At this year’s Financial Planning Day, work with trained lawyers to understand the components of an estate plan and create one for yourself. All participants will walk away with a complete and notarized estate plan which includes: a Will, Durable Power of Attorney and an Advanced Health Care Directive.

Space is limited, so please RSVP to save your spot today. To sign up, please register for Financial Planning Day and write "Free Estate Plan" in the "Special Accommodations" section of your reservation. For more details about this service including information on how to prepare, please view the full flyer.
 



San Francisco 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 Francisco 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 Francisco 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 Franciso Financial Planning Day will be held at UC-Hastings College of the Law - Snodgrass Hall

UC-Hastings College of the Law - Snodgrass Hall
198 McAllister Street
San Fransico, CA 94102


UC Hastings College of the Law is located in the heart of San Francisco's Civic Center.




Parking in the Civic Center Area
The
Hastings Parking Garage is at the corner of Larkin and Golden Gate.


Public Transport From the East Bay
AC Transit: take the appropriate bus to the Transbay Terminal, then walk one block north to Market Street to take local transit ("MUNI"). The F line (historic street cars) stops at Civic Center; McAllister Street is 1 block north, on your right. The #5 Muni bus will stop in front of 200 McAllister Street.

BART: all Bay Area Rapid Transit trains going to Daly City/Colma or SFO/Millbrae have a Civic Center stop. McAllister Street is one block north of the Civic Center Station.


Public Transport From the North Bay
Golden Gate Transit Bus Route: Golden Gate Transit buses provide service between several destinations in the North Bay and the Civic Center area. Take a Golden Gate Transit to Golden Gate Bridge Southern Approach; transfer to any Civic Center Bus. Get off at Hyde and McAllister Street.
For complete information and current fares, contact Golden Gate Transit online or call 415.923.2000.

MUNI: The F, J, K, L, M, N, S and T lines stop at Civic Center. McAllister Street is 1 block north, on your right. The #5 Muni bus stops in front of 200 McAllister Street. The current muni fare is $2.00 in exact change, including a 90-minute transfer.


Public Transport From the South Bay
CalTrain: Use CalTrain to the Cal Train Station in China Basin/Mission Bay. Upon getting off the train, take either the N or the T to the Civic Center stop and walk north to McAllister Street. The current fare for the N-Judah is $2.00 in exact change, including a 90-minute transfer.


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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