San Francisco Financial Planning Day

City of San Francisco and the Financial Planning Association of San Francisco hosted San Francisco Financial Planning Day on Saturday, October 22, 2011 from 9:00 am to 4:00 pm at UC-Hastings College of the Law (Snodgrass Hall), 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 San Francisco Financial Planning Day possible:

Diamond Sponsors ($5,000 and higher)
• EastWest Bank
• Wells Fargo

Platinum Sponsor ($2,500–$4,999)
• Charles Schwab Bank

Gold Sponsor ($501–$2,499)
• Private Ocean
• Wetherby Asset Management
• Ralph Latza

Silver Sponsor ($500 and under)
• San Francisco Foundation
• Bay Area Financial Education Foundation
• John & Betsy Mell

Product & service donations
• Bi-Rite Market
• Panera Bread
• PBS Catering
• Shores Press
• Trader Joe’s.

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:

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, vist www.FinancialPlanningDays.org/resources.

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 was held at UC-Hastings College of the Law - Snodgrass Hall

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


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.