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Twin Cities Financial Planning Day

Twin Cities Financial Planning Day took place on Saturday, October 5, 2013. We want to thank all of the attendees and volunteers who participated. More information about the event is available below. 

The event was presented by:

Certified Financial Planner Board of Standards

City of St. Paul
Financial Planning Association of Minnesota

Foundation for Financial Planning

The United States Conference of Mayors

We would also like to recognize and thank the following individuals and organizations for their support:

AccountAbility MN
American Century Investments
Amherst H. Wilder Foundation
Common Bond Communities
Community Action Partnership of Ramsey & Washington Counties
EMERGE Community Development
Habitat For Humanity
Joe Schmit
Mayor Chris Coleman
Midway Chamber of Commerce
Minnesota Attorney General
Minnesota Commerce Department
Minnesota Philanthropy Partners
Neighborhood HouseTM
Nuveen Investments
St. Paul Chamber of Commerce
The Village

City of St. Paul and Financial Planning Association of Minnesota invite you to attend Twin Cities Financial Planning Day on Saturday, October 5, 2013 from 10:00 am to 2:00 pm at the Amherst H. Wilder Foundation, 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.

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 may seek information and advice on a wide range of topics, including:

Buying a Home - Debt Management
Building a College Fund - Savings Goals
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
Investment Strategies - Asset Accumulation
Generating Investment Income
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
Managing Health Insurance - Health Savings Accounts
Pension Benefits

In addition to personalized advice, Twin Cities Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.

10:00 am - 1:00 pm       Attendee Registration


10:05 am - 10:15 am      Welcome and Opening Remarks

10:15 am - 10:45 am
      Keynote by Joe Schmit

10:45 am - 2:00 pm
       One-on-One Counseling with Financial Planners


10:45 am - 2:00 pm       Resource Fair

11:00 am - 11:50 am
      Workshop - Early Years - Taking Control: A Financial Planning Starter Kit

  Workshop - Middle Years - Choosing the Right Insurance for Every Stage of your Life

                                      Workshop - Golden Years - Real World Retirement Planning

12:00 pm - 12:50 pm
     Workshop - Early Years - Budgeting 101:Life's Balancing Act

Workshop - Middle Years - Estate Planning: What Everyone Needs to Know

                                     Workshop - Golden Years - Income Sources in Retirement

1:00 pm - 1:50 pm
         Workshop - Early Years - Investing Basics: Be a Smart Investor

                                     Workshop - Middle Years - Tax Planning in a Changing Tax World

                                     Workshop - Golden Years - Medicare Programs

Twin Cities 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:

A welcome video from our keynote speaker, Channel 5’s Joe Schmidt:

A welcome video from our wonderful partner in Saint Paul, Mayor Chris Coleman:

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


Twin Cities 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 addresswith 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 Twin Cities 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.



Twin Cities Financial Planning Day will be held at the Amherst H. Wilder Foundation.

Amherst H. Wilder Foundation
451 Lexington Parkway North
Saint Paul, MN 55104

Click here for Google Map Transportation Directions.

Public transportation and parking information will be available soon.

Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.