Work it - Jobs, Business, Finance

Workshop: Financial Planning Day

Saturday, 10/19/2024
12:00 - 5:30
Bayview Meeting Room
Bayview/Linda Brooks-Burton

5075 3rd Street
San Francisco, CA 94124
United States

415-355-5757

Bayview staff will livestream the event for in-person attendance. "Diving Into Investment Topics" will take place in the Teen Area. After 12p.m., livestreaming will take place in the Community Room.

10 – 11:30 a.m. Diving Into Investment Topics (TEEN AREA)
Learn more about asset allocation for your portfolio, how to approach your finances with good behaviors, bond investing with higher and lower interest rates, and thoughts on alternative investments like Real Estate Investment Trusts (REITS), commodities and crypto.
12 – 1:30 p.m. Best Retirement Savings Plans for You
Saving for retirement is important. We’ll get into the facts about 401(k)s, 403(b)s, SEP-IRAs, SOLO 401(k)s, Traditional and Roth IRAs, the new Cal SAVERS program, and other tax-advantaged savings opportunities.
1:45 – 3 p.m. California’s Property & Casualty Insurance Crisis
Why is insurance in California so complicated right now? Learn more about what is happening and how to best navigate the changing insurance environment.
3:30 – 5 p.m. Tax Update
An update on tax options remaining for 2024 and a discussion of where the tax code may be going in 2025 and beyond.

Financial Planning Day

Discover valuable financial planning resources, including free, objective one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals. Participate in presentations on investing, retirement savings plans, California’s insurance crisis and tax season updates.

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

Attending Programs

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

This program will be conducted in English unless otherwise noted.

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.