SF financial planning day is coming in Oct 2025
Plan to 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. Check back for updates on dates and times.
Please visit the sfpl youtube channel to see videos of the 2023/2024 presentations
2024 Best Retirement Plans for You. What are the various retirement plans available to you beyond the 401k/403b employer plans. Heather Liston, CFP™ explains all the details.
https://www.youtube.com/watch?v=2gH41fwd1Ow&list=PLGpyI74Nnel7YcTnu0zF-cixBZFxVUdYj&index=4
2024 Tax Update. Larry Pon, CPA/PFS, CFP™ walks you through the 2024 and early 2025 tax updates.
https://www.youtube.com/watch?v=zKzWMsiEOY0&list=PLGpyI74Nnel7YcTnu0zF-cixBZFxVUdYj&index=2
2024 California’s Property & Casualty Insurance Crisis. Brian Trouette provides some perspective on the crisis we are having in California’s property & casualty, home owners, insurance.
https://www.youtube.com/watch?v=ijzJmPrCelw&list=PLGpyI74Nnel7YcTnu0zF-cixBZFxVUdYj&index=3
2023 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
2023 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
2023 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
2023 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/