Virginia Beach Financial Planning Day

City of Virginia Beach and the FPA of Hampton Roads hosted Virginia Beach Financial Planning Day on Saturday, October 22, 2011 from 9:00 am to 3:00 pm at the Virginia Beach Convention Center - Suite 5, 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 Virginia Beach Financial Planning Day possible:
• United Way of South Hampton Roads
• Towne Bank
• Financial Education Roundtable
• Fleet and Family Services
• Lady Lawyers
• Navy Mutual Aid Association
• Opportunity Inc. One Stop Workforce
• Social Security
• State Corporation Commission
• Taxpayer Advocate Service
• Virginia Beach Community Development Corp.
• Virginia Beach Department Human Services
• Virginia Beach Public Library
• Virginia Cooperative Extension
• Virginia Housing Development Authority
• Virginia Saves
• The Up Center
• Urban League

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

9:00 am - 9:45 am	Public Registration Opens
9:45 am - 10:00 am	Welcome Presentations: Jake Jacklich, President, Financial Planning Association of Hampton Roads Mayor William D. Sessoms: Welcome Video
10:00 am - 10:30 am	Keynote Speaker: Governor Betsy Duke, Federal Reserve Board Click here to read the keynote address.
10:00 am - 2:00 pm	One-on-One Counseling with Financial Planners
11:00 am - 11:50 am	Workshop Session 1: Managing Money in Hard Times: Financially Surviving a Job Loss
	Workshop Session 2: Real World Retirement Planning
12:00 pm - 12:50 pm	Workshop Session 1: Financial Fire Drill
	Workshop Session 2: Taking Control: A Financial Planning Starter Kit
1:00 pm - 1:50 pm	Workshop Session 1: Accomplishing Your Financial Mission
	Workshop Session 2: Estate Planning: What Everyone Needs to Know
2:00 pm - 2:50 pm	Workshop Session 1: Financial Planning for a Home of Your Own
	Workshop Session 2: Planning for Higher Education
3:00 pm	Conclusion

Concurrent with one-on-one consultations, the event will 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.

Virginia Beach 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.

Virginia Beach Financial Planning Day was held at the Virginia Beach Convention Center - Suite 5.

Virginia Beach Convention Center
1000 19th Street, Suite 5
Virginia Beach, VA 23451