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Chicago Financial Planning Day

Chicago Financial Planning Day took place on Saturday, October 26, 2013. We want to thank all of the attendees and volunteers who participated. More information about the event is available below.

City of Chicago, Chicago Public Library and the Financial Planning Association of Illinois invite you to attend Chicago Financial Planning Day on Saturday, October 26, 2013 from 10:00 am to 3:00 pm at the Harold Washington Library Center, 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'll be 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
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SPECIAL CIRCUMSTANCES
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
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INVESTMENT PLANNING
Investment Strategies - Asset Accumulation
Generating Investment Income
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RETIREMENT PLANNING
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
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INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
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ESTATE PLANNING
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
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INSURANCE PLANNING
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
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EMPLOYEE BENEFITS
Managing Health Insurance - Health Savings Accounts
Pension Benefits
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In addition to personalized advice, Chicago Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.



 

10:30 am - 11:30 am

Workshop Session 1

Taking Control:  A Financial Planning Starter Kit

Investing Basics: Become a Smart Investor

11:45 am - 12:45 pm

Workshop Session 2

ABCD’s of Medicare

Tax Planning in a Changing Tax World

1:00 pm - 2:00 pm

Workshop Session 3

Real World Retirement Planning

Estate Planning: Introduction to the Essential



Chicago 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:

 

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.

Chicago 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, visit www.FinancialPlanningDays.org/resources.

 

Online registration for Chicago 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.





Chicago Financial Planning Day will be held at the Harold Washington Library Center.

Harold Washington Library Center
400 South State Street
Chicago, IL 60605







Parking:
Multiple parking lots are located near the library. For your options, vist the Library's Nearby Parking page.


Subway:
  • Brown, Orange, Pink, and Purple lines service the Harold Washinton Library Station.Red Line (Howard-Dan Ryan) subway stops at State and Jackson. Exit at Van Buren and walk 1 block south
  • Blue Line (O'Hare Airport-Forest Park 54/Cermak) stops at Dearborn and Jackson. Exit at Van Buren and walk 1 block south and 1 block east.
  • Green Line (Harlem/Lake Street-Ashland/63rd) Change to northbound Orange Line at Roosevelt road.
  • Visit the Chicago Transit Authority homepage for more information.

Buses:
Contact Chicago Tranist Authority at TransitChicago.com for additional bus timetables.

SouthboundNorthbound
2 Hyde Park Express2 Hyde Park Express
6 Jackson Park Express10 Museum of Science & Industry
10 Museum of Science & Industry29 State
29 State 144 Marine/Michigan Express
36 Broadway 45 Wilson/Michigan Express
62 Archer 146 Inner Drive/Michigan Expres
146 Inner Drive/Michigan Express147 Outer Drive/Michigan Express
148 Clarendon/Michigan Express


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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