Financial Planning Day

October 19, 2024

San Francisco skyline with Work It logo

Take Control of Your Finances Today!

Join us for 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 be hosted on Zoom and livestreamed in the Learning Studio at The Bridge for in-person attendance.

This year’s workshops include presentations of investing, retirement savings plans, navigating California’s insurance crisis and updates to get you ready for tax season.

Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER™ by registering here! One-on-one counseling is available both in person at the Latino/Hispanic Meeting Room, Main Library, and virtually.