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San Francisco Financial Planning Day

The San Francisco Financial Planning Day took place on October 20, 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 Supporters
Platinum
Charles Schwab Bank

Gold
Aspiriant
Bay Area Financial Education Foundation
San Francisco Office of Financial Empowerment
Wetherby Asset Management

Silver
Christy Cavalesky
Ira Fateman
Holly Galbrecht
Integral Financial Solutions
Tim Kochis
John & Betsy Mell
San Francisco Foundation
San Francisco Office of Financial Empowerment
Stanley Green, LLC
Kate Wilusz
Dr. David Yeske

Local Partners
Consumer Credit Counseling Service of San Francisco
MEDA
Private Ocean
Shores Press
Specialty's
Starbucks
Trader Joe's

City of San Francisco and the Financial Planning Association of San Francisco invite you attend San Francisco Financial Planning Day on Saturday, October 20, 2012 from 9:00 am to 4:00 pm at UC-Hastings College of the Law (Snodgrass Hall), 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
______________________________________
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, San Francisco Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.



 
9:00 am - 9:30 amOfficial Welcoming and Keynote Address
9:30 am - 4:00 pmOne-on-one Counseling with Financial Planners and Consumer Credit Specialists 
Half hour sessions
10:00 am - 4:00 pmTell Your Story - StoryCorps Recording
One hour sessions 
9:30 am - 10:20 amWorkshop Sesison 1
 Real World Retirement Planning
Planning for the Costs of Higher Education
10:30 am - 11:20 am Workshop Session 2
 Intro to Financial Planning Basics
Budgeting 101: Life's Balancing Act
11:30 am - 12:30 pmWorkshop Session 3
 Investing Basics - Be A Smart Investor 
 Tax Planning in a Changing World
12:30 pm - 1:00 pm Break
1:00 pm - 1:50 pmWorkshop Session 4
 Intro to Financial Planning Basics 
Financial Planning for a Home of Your Own
2:00 pm - 2:50 pm Workshop Session 5
 Estate Planning: What Everyone Should Know
Real World Retirement Planning
3:00 pm - 3:50 pmWorkshop Session 6
 Investing Basics: Be a Smart Investor
Managing Your Money in Hard Times
4:00 pm Conclusion



San Francisco 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 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.

San Francisco 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 pre-registration for San Francisco 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.





San Franciso Financial Planning Day will be held at UC-Hastings College of the Law - Snodgrass Hall

UC-Hastings College of the Law - Snodgrass Hall
198 McAllister Street
San Fransico, CA 94102


UC Hastings College of the Law is located in the heart of San Francisco's Civic Center.




Parking in the Civic Center Area
The Hastings Parking Garage is at the corner of Larkin and Golden Gate.


Public Transport From the East Bay
AC Transit: take the appropriate bus to the Transbay Terminal, then walk one block north to Market Street to take local transit ("MUNI"). The F line (historic street cars) stops at Civic Center; McAllister Street is 1 block north, on your right. The #5 Muni bus will stop in front of 200 McAllister Street.

BART: all Bay Area Rapid Transit trains going to Daly City/Colma or SFO/Millbrae have a Civic Center stop. McAllister Street is one block north of the Civic Center Station.


Public Transport From the North Bay
Golden Gate Transit Bus Route: Golden Gate Transit buses provide service between several destinations in the North Bay and the Civic Center area. Take a Golden Gate Transit to Golden Gate Bridge Southern Approach; transfer to any Civic Center Bus. Get off at Hyde and McAllister Street.
For complete information and current fares, contact Golden Gate Transit online or call 415.923.2000.

MUNI: The F, J, K, L, M, N, S and T lines stop at Civic Center. McAllister Street is 1 block north, on your right. The #5 Muni bus stops in front of 200 McAllister Street. The current muni fare is $2.00 in exact change, including a 90-minute transfer.


Public Transport From the South Bay
CalTrain: Use CalTrain to the Cal Train Station in China Basin/Mission Bay. Upon getting off the train, take either the N or the T to the Civic Center stop and walk north to McAllister Street. The current fare for the N-Judah is $2.00 in exact change, including a 90-minute transfer.


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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