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Workshops: Financial Planning Day

Saturday, 10/21/2023
10:00 - 5:00
Latino/Hispanic Meeting Room A
Latino/Hispanic Meeting Room B
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. 

This year’s workshops include presentations on investing, managing cash flow, elder care needs and saving for college. 

All financial workshops are live-streamed. For in-person attendance, the workshop will be in the Latino Hispanic Room. All programs are offered by Financial Planning Association of San Francisco.

Workshop Agenda

Fundamentals of Investing
10 a.m. - 11:30 a.m. 
Join

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.

Cash Flow: Improve Savings and Get Out of Debt 
11:30 a.m. - 12:30 p.m.
Join  

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 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.

Navigating Changing Senior Care Needs
12:30 p.m. – 2:30 p.m. 
Join
It’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), Jewish Family & Children's Services, Social Worker specializing in ElderCare, and Certified Financial Planning™ Professionals.

Tax Update 
2:30 p.m. – 4 p.m.
Join
Understand what is happening with taxes now. Presented by Larry Pon, CPA/PFS, CFP™  

Saving for College
4 p.m. – 5 p.m. 
Join
The SF Kindergarten to College program, California’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.

 

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

Spotlight

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.