Copy of WORK IT Booked Website Banner  (3).png

Workshops: San Francisco Financial Planning Day

Saturday, 10/23/2021
10:00 - 5:00
Koret Auditorium
Main Library

100 Larkin Street
San Francisco, CA 94102
United States

Contact Telephone

Register for free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals offering financial workshops throughout the day. All presentations are live streamed for in-person attendance.

This year's workshops include saving for college, saving for homeownership, investing, tax planning strategies and a presentation on marriage & financial planning. 


Workshop Agenda 


10 a.m. – 11 a.m. 

Investing for Absolute Beginners 

11 a.m. – 12 p.m.  

Tackling the High Cost of College 

12 p.m. – 1 p.m. 

Can a House Fit in Your Budget? 

2 p.m. – 3 p.m. 

Intermediate Investing Topics 

3 p.m. – 4 p.m. 

Tax Planning Strategies 

4 p.m. – 5 p.m. 

Marriage and Financial Planning Matters 


An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

Questions about the program or problems registering? Contact For accommodations (such as ASL interpretation or captioning), call (415) 557-4400 or contact Requesting at least 72 hours in advance will help ensure availability.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.