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Saturday, 10/23/2021
10:00 - 5:00
Koret Auditorium
Main Library

100 Larkin Street
San Francisco, CA 94102
United States

Contact Telephone

Register for free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals offering financial workshops throughout the day. All presentations are live streamed for in-person attendance.

This year's workshops include saving for college, saving for homeownership, investing, tax planning strategies and a presentation on marriage & financial planning. 


Workshop Agenda 


10 a.m. – 11 a.m. 

Investing for Absolute Beginners 

11 a.m. – 12 p.m.  

Tackling the High Cost of College 

12 p.m. – 1 p.m. 

Can a House Fit in Your Budget? 

2 p.m. – 3 p.m. 

Intermediate Investing Topics 

3 p.m. – 4 p.m. 

Tax Planning Strategies 

4 p.m. – 5 p.m. 

Marriage and Financial Planning Matters