United States
A full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER® professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom.
This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.
Topics this year include investing, income tax updates, property tax and intergenerational transfers, resources to strengthen your financial skills and an empowering approach to budgeting.
Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER™ using the blue "Register" botton or by clicking here! Registration for one-on-one counseling closes at midnight on Thursday, October 22. Walk-ins are welcome, but we cannot guarantee that you will receive a slot.
One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.
Workshop Schedule:
Diving Into Investments 10:15–11:45 a.m. Learn about asset allocation, the behavioral habits that make or break returns, stocks vs. bonds, and where alternatives like REITs, commodities, and crypto fit — if at all — in a well-built plan. Whether you're building your first portfolio or fine-tuning a lifetime of investments, hear three Certified Financial Planners have a candid conversation on what actually works. Panelists: Jenny Coffey Smith, MSAPF, CFP®, Cynthia Flannigan, CFP®, Deirdre Hegarty, CFP® and Tim Connolly, CFP ® (Moderator) |
Property Tax Basics and Intergenerational Transfers 11:55 a.m.–12:35 p.m. In person only Explore property tax topics, changes in State law, and how the Office of the Assessor-Recorder serves you, whether you're a homeowner or not.
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Tax Update 12:45–2:15 p.m. Tax laws keep changing and being refined. Learn about the latest trends and topics in taxes. Presenter: Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP |
Economic Justice Programming from the SF Treasurer’s Office 2:25–3:05 p.m. In person only The Economic Justice Center is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming, including Kindergarten to College, SF Financial Counseling, StopScamsSF, and the Fine and Fee Discounts. Presenter: Mandy Ngu, Community Engagement Specialist |
The Misunderstood B-word: Budgeting 3:15–4:45 p.m. Budgeting has a reputation problem. People hear that b-word and think "no more fun!" But we’re going to flip that script and make “cents” of it all. Learn the foundations for building a budget, tips on organizing your money, and see how this often misunderstood b-word can actually empower you to fund what truly matters (including those fun things!). Presenter: Serene Lau, CFP® |
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, income taxes, property tax and intergenerational transfers, resources to strengthen your financial skills and budgeting.
Personal Finance
Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.
Taxes
A series of expert-led workshops covering everything you need to know to file your tax return safely and accurately, no matter your situation.
Older Adult
Learn and live well at any age.