Financial Planning Day in SF will be held on October 27, 2018 at the SF Main Library at Civic Center, 100 Larkin St. Watch for more upcoming news on the 2018 Financial Planning Day!
Attendees at San Francisco Financial Planning Day will receive free, no strings-attached financial advice from professional financial planners. The event will feature planners from the Financial Planning Association® and CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise to work with local residents one-on-one to address important financial issues such as budgeting, getting out of debt, income taxes, home foreclosures, paying for college, estate planning, insurance, and much more. Educational workshops will also be offered on key personal finance topics.
San Francisco Financial Planning Day is part of a national Financial Planning Days initiative created by Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning and the U.S. Conference of Mayors. The collaboration is an effort involving city governments and thousands of financial planners nationwide united in an effort to provide free financial education and programming to communities throughout the U.S.
Logistics volunteers, please contact Holly Wilkerson directly at firstname.lastname@example.org