About Financial Planning Day
The San Francisco Office of Financial Empowerment and partners held our Fourth Annual Financial Planning Day at UC Hastings School of Law on October 19th, 2013 from 9AM-4PM. Over 300 attendees and volunteers attended. Attendees received at least one 30-60 minute individual financial counseling session with a Certified Financial Planner or Certified Credit Counselor. This year, 40 attendees also worked with volunteer attorneys to complete a fully notarized estate plan including a Will, Durable Power of Attorney and Advanced Health Care Directive.
Key Partners
The San Francisco Office of Financial Empowerment
The Financial Planning Association of San Francisco
Consumer Credit Counseling Service of San Francisco
CalCPA
UC Hastings School of Law
Certified Financial Planner Board of Standards
Foundation for Financial Planning
Funders
Gold Sponsors $10,000+
Silver Sponsors $1,000+
Bay Area Financial Education Foundation
Bingham, Osborn & Scarborough, LLC
Foundation for Financial Planning
Litman Gregory
Ralph Latza
San Francisco Financial Planning Association
San Francisco Foundation
Wetherby Asset Management
Individual Supporters $100+
Aspiriant
John Mell III
Kate Wilusz
Holly Galbrecht
Mosaic
Product and Service Donations
Shores Press
Schedule
| 8:30am |
Attendee Registration Opens; |
| 9:00am - 9:30am |
Official Welcoming and Keynote Address |
| 9:30am - 12:30pm |
One-on-One Counseling with Financial Planners and Consumer Credit Specialists |
| 9:30am - 10:20am |
Classroom A: Real World Retirement Planning
Classroom B: Insurance for Every Stage of Your Life
|
| 10:30am - 11:20am |
Classroom A: Investing Basics – Be a Smart Investor
Classroom B: Estate Planning: What Everyone Should Know
*Personal Estate Plan sessions will continue in Classrooms B1 and B2
|
| 11:30am - 12:30pm |
Classroom A: Introduction to Financial Planning Basics
Classroom B: Budgeting 101 – Life’s Balancing Act
|
| 12:30pm - 1:00pm |
Lunch Break |
| 1:00pm - 4:00pm |
One-on-One Counseling with Financial Planners and Consumer Credit Specialists |
| 1:00pm - 1:50pm |
Classroom A: Investing Basics – Be a Smart Investor
Classroom B: Tax Planning in a Changing World
|
| 2:00pm - 2:50pm |
Classroom A: Real World Retirement Planning
Classroom B: Planning for the Costs of Higher Education
|
| 3:00pm - 3:50pm |
Classroom A: Introduction to Financial Planning Basics
Classroom B: Financial Planning for a Home of Your Own
|
| 4:00pm |
Conclusion |
Financial Planning Day 2014
Looking forward to Financial Planning Day 2014? Keep an eye out on our calendar for when we announce the date for the next Financial Planning Day. Financial Planning Days are hosted all over the country each year in October. Learn more at www.financialplanningdays.org.
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