SF financial planning day is on October 19th, 2024
Come to San Francisco Financial Planning Day and get free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals. CERTIFIED FINANCIAL PLANNER™ professionals are volunteering to offer free, in-person, one-on-one counseling. In-person one-on-ones will take place in the Latino/Hispanic Meeting Room on the lower level of the Main SF Public Library, 100 Larkin Street San Francisco.
All four presentations will be virtual. The library will live stream the presentations into the Learning Studio on the 5th floor of the Main Library for those who choose to attend at the library. Registration will be required by anyone who will join outside of the Learning Studio broadcast. Please register for the presentations at the links below.
Register for the event using this eventbrite link. Reserve your spot for one-on-one counseling (in-person or virtual). Once you have registered, you will receive updates on the event. Your sign up information is not used for ANY marketing purposes.
Register for the virtual presentations on October 19th
Diving into Investment Topics - 10am to 11:30 am https://on.sfpl.org/Investment-topics
Best Retirement Savings Plans for You - 12noon to 1:30pm https://on.sfpl.org/Best-Retirement-Plans
California’s Property & Casualty Insurance Crisis - 1:45pm to 3:00 pm https://on.sfpl.org/California-Insurance-Crisis
Tax Update - 3:30pm to 5pm https://on.sfpl.org/Tax-Update-2024
Please visit the sfpl youtube channel to see videos of the 2023 presentations
Cash Flow: Improve Savings and Get Out of Debt. Learn tools and strategies for resolving your outstanding financial obligations and getting a new start by focusing on cash flow. Presented by Smart Money Coaches Roger Chen and Howard Feitel, Jr.. Smart Money Coaching is a flagship program of the Office of Financial Empowerment which is a unit of the Office of the Treasurer and Tax Collector.
https://www.youtube.com/watch?v=WJNvUlNQEqY&list=PLGpyI74Nnel7YcTnu0zF-cixBZFxVUdYj&index=21
Navigating Changing Senior Care Needs - Avoiding Bumps in the Road. It’s hard navigating changes in care needs as we age and our family members age. Join in for panel discussion of how to better prepare for our own changing needs and the needs of those we love. We will share many resources and alert you to bumps in the road. Presenters include staff from California Advocates for Nursing Home Reform (CANHR), Jewish Family & Children’s Services, Social Worker specializing in ElderCare, and Certified Financial Planning™ Professionals.
https://www.youtube.com/watch?v=VORJnR1hNRw
Tax Update. Understand what is happening with taxes in 2023 and beyond. Presented by Larry Pon, CPA/PFS, CFP™
https://www.youtube.com/watch?v=Hqke6Wnffsw&list=PLGpyI74Nnel7YcTnu0zF-cixBZFxVUdYj&index=20
Saving for College. The SF Kindergarten to College program, California’s CalKids and the CA Scholarshare program all offer options for saving for college. Come learn more. Presented by Mohan Kanungo, K2C Program Manager, Office of the SF Treasurer & Tax Collector and the CA Scholarshare team.
https://www.youtube.com/watch?v=kN8hB7pCn7c&list=PLGpyI74Nnel7YcTnu0zF-cixBZFxVUdYj&index=26
Other fantastic events:
multiple
dates Tax-Aid tax assistance
High quality, year-round tax assistance for households making less than $60,000/year.
For more info, please visit: https://tax-aid.org/need-tax-help/