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South Florida Financial Planning Day

Saturday, October 29, 2011
McArthur High School
10:00 am - 2:00 pm

*Satellite Location*
Little Haiti Cultural Center
10:00 am - 2:00 pm

The Financial Planning Association Chapters of Greater Fort Lauderdale, Miami-Dade, and Gold Coast hosted South Florida Financial Planning Day on Saturday, October 29, 2011 from 10:00 am to 2:00 pm at the McArthur High School, where attendees were able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

In addition, a second event was held concurrently at the Little Haiti Cultural Center located at 212-260 NE 59 Terrace in Miami.

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 South Florida Financial Planning Day possible:
• Federated Funds
• Wells Fargo, The Private Bank
• FS Investment Corporation
• Cela Advisors
• H.A. Kramer & Associates, P.A.

Additional support has been provided by
• Cities of Miami, North Miami Beach, Hallandale Beach and Hollywood
• McArthur High School, ROTC Students, and Volunteers
• Sun-Sentinel
• Miami Herald
• WHQT HOT 105.1 FM
• WLYF LITE 101.5 FM
• 610 WIOD AM/1080AM The Answer
• Univision
• Miami Community Newspapers
• Neighborhood Housing Services South Florida
• Consumer Credit Counseling Services South Florida
• AARP South Florida
• US Southern Command
• Catalyst Miami
• United Way Center for Financial Stability
• Junior Achievement of South Florida and Greater Miami
• Alliance for Aging, Inc/SHINE
• Meryl Kramer - A Hot Party

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



9:30 amAttendee Registration Opens
10:00 am - 2:00 pmOne-on-One Counseling with Financial Planners
10:00 am - 10:50 amWorkshop Session 1:
Investing Basics: Be a Smart Investor
Workshop Session 2:
How Planning Today Can Help You Reach Your Financial Goals of Tomorrow
Workshop Session 3:
Staying on Track With Your Finances
11:00 am - 11:50 amWorkshop Session 1:
Investing Basics: Be a Smart Investor
Workshop Session 2:
Understanding Long Term Care Insurance
Workshop Session 3:
Managing Debt, Building Credit, and Home Financing
12:00 pm - 12:50 pmWorkshop Session 1:
Real World Retirement Planning
Workshop Session 2:
Estate Planning: What Everyone Needs to Know
Workshop Session 3:
Staying on Track With Your Finances
1:00 pm - 1:50 pmWorkshop Session 1:
Getting Ready for College
Workshop Session 2:
Budgeting 101: Life’s Balancing Act
Workshop Session 3:
Managing Debt, Building Credit, and Home Financing
2:00 pmConclusion


Agenda for Little Haiti Cultural Center

9:30 amAttendee Registration Opens
10:00 am - 2:00 pmOne-on-One Counseling with Financial Planners
Please note there will be NO workshops held at this satellite location
2:00 pmConclusion




South Florida Financial Planning Day is a free event that provides people with 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.

South Florida 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 South Florida 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.





South Florida Financial Planning Day was be held at the McArthur High School.

McArthur High School
6501 Hollywood Boulevard
Hollywood, FL 33024




Free Parking:
Onsite event parking is available free of charge.


Bus Route:
McArthur High School is a short distance away from the 0342 and 0349 bus stops on the 7 line. Click on Route 7 for bus timetables, or visit Broward.org for more public transportation options.


Tri-Rail:M
Take the 7 Bus towards Pembroke Lakes Mall from the Hollywood Tri-Rail station. Vist Tri-Rail.com for more rider information.


Click here for Google Map Transportation Directions.





*Satellite Location*
Little Haiti Cultural Center
212-260 NE 59 Terrace
Miami, FL 33137





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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