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Workshop: San Francisco Financial Planning Day

Saturday, 10/29/2022
10:00 - 5:00
Koret Auditorium
Main Library

100 Larkin Street
San Francisco, CA 94102
United States

415-557-4400
Virtual Library

United States

Register

Register for free, objective, no-strings-attached virtual one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals using the blue REGISTRATION button above. Join financial workshops throughout the day using the links below in the Workshop Agenda.

All financial workshops are live-streamed. For in-person attendance, the workshop will be in the Koret Auditorium.

This year’s workshops include presentations on investing, tax planning and insurance strategies, getting out of debt, year-end financial moves to make, saving for college and the Public Service Student Loan Forgiveness Program.

Workshop Agenda 

 

 

10 a.m. - 11 a.m. 

Insurance - Know Your Sub-limits 

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How insurance works and how sub-limits limit insurance we think we have. 

11 a.m. - 12:15 p.m. 

Be a Smart Investor 

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How to create an investment plan and put it into action. 

12:15 p.m. - 1 p.m.  

Prop 19 - Property Tax Changes 

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What you need to know about property tax transfer changes. 

1 p.m. - 2:15 p.m. 

Tax Update 

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Understand what is happening with taxes now. 

2:15 p.m. - 3:00  

Get Out of Debt 

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Tools and techniques for resolving your outstanding financial obligations and getting a new start. 

3:00 p.m. - 3:45 p.m. 

College Savings

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 Learn about SF's Kindergarten to College (K2C) and other programs that can help with saving for college.

3:45 p.m. - 5 p.m.  

Smart Financial Moves for Year-end 

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A checklist of financial steps that need to be done by 12/31/22. 

Work it

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

sfpl.org/work-it

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.org. All 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 accessibility@sfpl.org. 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.