The City of San Francisco and the Financial Planning Association of San Francisco invite you to attend San Francisco Financial Planning Day, 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:

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

Event Agenda & Registration:




More information, including the event agenda and registration form, available on the Financial Planning Days website.