10:00 - 5:00
United States
Register for free, objective, no-strings-attached virtual one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals using the blue REGISTRATION button above. Join financial workshops throughout the day using the links below in the Workshop Agenda.
All financial workshops are live-streamed. For in-person attendance, the workshop will be in the Koret Auditorium.
This year’s workshops include presentations on investing, tax planning and insurance strategies, getting out of debt, year-end financial moves to make, saving for college and the Public Service Student Loan Forgiveness Program.
Workshop Agenda
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10 a.m. - 11 a.m. |
Insurance - Know Your Sub-limits |
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How insurance works and how sub-limits limit insurance we think we have. |
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11 a.m. - 12:15 p.m. |
Be a Smart Investor |
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How to create an investment plan and put it into action. |
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12:15 p.m. - 1 p.m. |
Prop 19 - Property Tax Changes |
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What you need to know about property tax transfer changes. |
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1 p.m. - 2:15 p.m. |
Tax Update |
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Understand what is happening with taxes now. |
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2:15 p.m. - 3:00 |
Get Out of Debt |
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Tools and techniques for resolving your outstanding financial obligations and getting a new start. |
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3:00 p.m. - 3:45 p.m. |
College Savings |
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Learn about SF's Kindergarten to College (K2C) and other programs that can help with saving for college. |
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3:45 p.m. - 5 p.m. |
Smart Financial Moves for Year-end |
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A checklist of financial steps that need to be done by 12/31/22. |