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Tutorial: Meet One-on-One with a CERTIFIED FINANCIAL PLANNER™

Tuesday, 6/25/2024
9:00 - 6:00

Get matched with a pro bono CFP® to create a financial plan and achieve your goals. 

You will co-design a personalized plan and receive ongoing support by meeting multiple times with your financial planner as you implement your plan. There’s no catch—the advisers can’t sell you anything or take you as their client. They're just there to listen and help.   

 

It only takes five minutes to sign up, so you have a plan to:   

  • Pay off debt sooner 

  • Figure out investing 

  • Plan for retirement 

  • Save for the future 

  • Boost emergency savings 

 

People who qualify are: 

  • Single with no dependents or married, not earning more than $100,000/year and have less than $250,000 in total savings  

  • Single with dependents or married with dependents not earning more than $150,000/year and have less than $250,000 in total savings 

 

Para conectarse con los CFP de habla hispana que trabajan como voluntarios a través de Advisers Give Back, regístrese aquí.

 

    Advisors Give Back                                         

 

 


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

sfpl.org/work-it

Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.


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 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.