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Workshops: San Francisco Financial Planning Day

Saturday, 10/23/2021
10:00 - 5:00

Register for free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals offering one-on-one counseling and financial workshops throughout the day. 

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


Workshop Agenda 

All presentations are live streamed for in-person attendance in the Koret Auditorium on the Lower Level of the Main Library.  

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

For questions about the program or help registering, contact sfplcpp@sfpl.orgAll programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL or language interpretation), call (415) 557-4557 or contact Requesting at least 3 business days in advance will help ensure availability.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

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.