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San Diego Financial Planning Day

The San Diego Financial Planning Day took place on October 6, 2012. More information about the event is available below.

We want to thank all of the attendees and volunteers who participated. We would also like to recognize and thank the following organizations for their support: 

Financial Sponsors
United Way
US Bank

Local Partners
America Saves
City - County Reinvestment Taskforce
Community Housing Works
DenHerder Associates
Department of Veterans Affairs
Todd Garcia
Housing Opportunities Collaborative
Identity Theft Resource
Dan McAllister
Rancho Santa Fe Insurance
Ryan Bros. Coffee
San Diego Housing Commission
San Diego Chargers
San Diego Union Tribune
Springboard Credit Counseling
Tony Young
Unified Port of San Diego
United Veterans Council of San Diego
Workforce Partnership


City of San Diego and the Financial Planning Association of San Diego invite you to attend San Diego Financial Planning Day on Saturday, October 6, 2012 from 9:30 am to 4:00 pm at the Pavilion at Broadway Pier, 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
______________________________________		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, San Diego Financial Planning Day will also feature one-on-one free financial advice, expert speakers on relevant topics, and an address by the Mayor of San Diego, Jerry Sanders.



 

9:30 am - 2:30 pmOn-Site Attendee Registration
10:00 am - 10:30 amWelcome and Opening Remarks: 
Representative from the Mayor's office
Councilman Todd Gloria
County Treasurer-Tax Collector Dan McAllister
10:30 am - 3:30 pmOne-on-one Consultations with Financial Planners, Certified HUD Counselors, and Credit Counselors
10:30 am - 11:25 am    Workshop Session 1:
Managing Your Money In Hard Times, Forging Your Financial Future, and Debt Management
11:30 am - 12:25 pm Workshop Session 2: 
Improving Your Credit Score and Preventing Identity Theft
12:30 pm - 1:25 pm Workshop Session 3:
Estate Planning: What Everyone Needs to Know
1:30 pm - 2:25 pmWorkshop Session 4:
Housing Compass - Navigating the Current Housing Market
2:30 pm - 3:25 pmWorkshop Session 5: 
Investing Basics - How To Use Investments For Tomorrow's Future
4:00 pm Event concludes
 



San Diego 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.

Video from 2011 San Diego Financial Planning Day: