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UID:68983@sfpl.org
DTSTAMP:20231021T170000Z
DTSTART:20231021T170000Z
DTEND:20231022T000000Z
SUMMARY:Workshops: Financial Planning Day
DESCRIPTION:<p>Register for free, objective, no-strings-attached virtual one-on-one counseling from CERTIFIED FINANCIAL PLANNER&trade; professionals using the blue REGISTRATION button above. Join financial workshops throughout the day using the links below in the Workshop Agenda.&nbsp;</p>

<p>This year&rsquo;s workshops include presentations on investing, managing cash flow, elder care needs and saving for college.&nbsp;</p>

<p>All financial workshops are live-streamed. For in-person attendance, the workshop will be in the Latino Hispanic Room. All programs are offered by <a href="https://www.fpasf.org/">Financial Planning Association of San Francisco</a>.</p>

<h2>Workshop Agenda</h2>

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			<p><strong>Fundamentals of Investing</strong><br />
			10 a.m. - 11:30 a.m.&nbsp;<br />
			<strong><a href="https://sfpl-org.zoom.us/meeting/register/tZcldemqrjIrGNB9F26sptU0u_TOYKIfobhd">Join</a></strong></p>

			<p>A review of the building blocks and investment concepts you need to know in order to create a personalized investment plan. Presented by Gretchen Hollstein of Litman Gregory Wealth Management.</p>
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			<p><strong>Cash Flow: Improve Savings and Get Out of Debt&nbsp;</strong><br />
			11:30 a.m. - 12:30 p.m.<br />
			<strong><a href="http://sfpl-org.zoom.us/meeting/register/tZAqdeyqqDovHNDllLRJG93O7uXOOaWVxgL_">Join</a>&nbsp;&nbsp;</strong></p>

			<p>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&nbsp;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.</p>
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			<p><strong>Navigating Changing Senior Care Needs</strong><br />
			12:30 p.m. &ndash; 2:30 p.m.&nbsp;<br />
			<strong><a href="http://sfpl-org.zoom.us/meeting/register/tZMkdOiqrjIuHtGhDTUGpmEdY_Arpc_TQiK9">Join</a></strong><br />
			It&rsquo;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),&nbsp;Jewish Family & Children's Services, Social Worker specializing in ElderCare, and Certified Financial Planning&trade; Professionals.</p>
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			<p><strong>Tax Update&nbsp;</strong><br />
			2:30 p.m. &ndash; 4 p.m.<br />
			<strong><a href="https://sfpl-org.zoom.us/j/85689400279">Join</a></strong><br />
			Understand what is happening with taxes now. Presented by Larry Pon, CPA/PFS, CFP&trade;&nbsp;&nbsp;</p>
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			<p><strong>Saving for College</strong><br />
			4 p.m. &ndash; 5 p.m.&nbsp;<br />
			<strong><a href="https://sfpl-org.zoom.us/meeting/register/tZYrcempqDkqHNz-DLwwwe8ajaqi4Lu6yzNz">Join</a></strong><br />
			The SF Kindergarten to College program, California&rsquo;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.</p>
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<p>&nbsp;</p>
LOCATION:Main Library - Latino/Hispanic Meeting Room A
CLASS:PUBLIC
TRANSP:TRANSPARENT
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DESCRIPTION:Event Reminder - Workshops: Financial Planning Day
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