login
Use the form below to Log In. User ID and Password are case sensitive.

By accessing this system, you agree to be bound by all terms and conditions set forth in your current license agreement for this product.


User ID:
Password:
  
  


eXtensible Content Manager Copyright © 2012 Light Industries Service Corporation. All rights reserved.

print this page | forward to a friend

  



Silicon Valley Financial Planning Day

Saturday, October 29, 2011
10:00 am - 5:00 pm
Dr. Martin Luther King, Jr. Library

The FPA of Silicon Valley hosted Silicon Valley Financial Planning Day on Saturday, October 29, 2011 from 10:00 am to 5:00 pm at the Dr. Martin Luther King, Jr. Library, 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 Silicon Valley Financial Planning Day possible:
• Le Boulanger
• Dr. Martin Luther King Jr. Library
• NOVA

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:

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, Silicon Valley Financial Planning Day also featured a series of classroom-style 50-minute Educational Workshops.



10:00 amPublic Registration Opens
10:00 am - 5:00 pmOne-on-One Counseling with Financial Planners
 

Wait times are longest between 10 AM and noon.
To minimize waiting time, consider arriving later in the day

11:00 am - 12:00 pmWorkshop Session 1:
Budgeting 101: A Balancing Act
1:00 pm to 2:00 pmWorkshop Session 2:
Taking Control of Your Finances
3:00 pm to 4:00 pmWorkshop Session 3:
Real World Retirement Planning
5:00 pmConclusion



Silicon Valley 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.

Silicon Valley 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 Silicon Valley 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.





Silicon Valley Financial Planning Day was be held at the Dr. Martin Luther King, Jr. Library.

Dr. Martin Luther King, Jr. Library
150 E. San Fernando Street
San Jose, CA 95112






Parking:
Free parking is available at the Fourth/St. John Garage (50 N. Fourth St. between St. John Street and Santa Clara Street), less than two blocks from the library.  Paid parking is available at the Fourth Street Garage (44 S. Fourth Street at San Fernando Street), across the street from the library. Click here for more information on this and other lots.


Light Rail:
The library is located just blocks away from Santa Clara and San Antonio Stations servicing the the 901 - Santa Teresa to Alum Rock - and the 902 - Downtown Mountain View to Winchester lines. Visit VTA.org for additional Light Rail options.


Bus Routes:
Multiple bus stations are conviently located near the library, including the 63, 64, 72, 73, 81, Highway 17 Express. Visit the Santa Clara Valley Transporation Authority at VTA.org for more information.



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.
CFPFPAFFPUSCM