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Workshops: Financial Planning Day

Saturday, 10/21/2023
10:00 - 5:00
Latino/Hispanic Meeting Room A
Latino/Hispanic Meeting Room B
Main Library

100 Larkin Street
San Francisco, CA 94102
United States

415-557-4400
Virtual Library

United States

Register

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. 

This year’s workshops include presentations on investing, managing cash flow, elder care needs and saving for college. 

All financial workshops are live-streamed. For in-person attendance, the workshop will be in the Latino Hispanic Room. All programs are offered by Financial Planning Association of San Francisco.

Workshop Agenda

Fundamentals of Investing
10 a.m. - 11:30 a.m. 
Join

A review of the building blocks and investment concepts you need to know in order to create a personalized investment plan. Presented by Gretchen Hollstein of Litman Gregory Wealth Management.

Cash Flow: Improve Savings and Get Out of Debt 
11:30 a.m. - 12:30 p.m.
Join  

Learn tools and strategies for resolving your outstanding financial obligations and getting a new start by focusing on cash flow. Presented by Smart Money Coaches Roger Chen and Howard Feitel, Jr.. Smart Money Coaching is a flagship program of the Office of Financial Empowerment which is a unit of the Office of the Treasurer and Tax Collector.

Navigating Changing Senior Care Needs
12:30 p.m. – 2:30 p.m. 
Join
It’s hard navigating changes in care needs as we age and our family members age. Join in for panel discussion of how to better prepare for our own changing needs and the needs of those we love. We will share many resources and alert you to bumps in the road. Presenters include staff from California Advocates for Nursing Home Reform (CANHR), Jewish Family & Children's Services, Social Worker specializing in ElderCare, and Certified Financial Planning™ Professionals.

Tax Update 
2:30 p.m. – 4 p.m.
Join
Understand what is happening with taxes now. Presented by Larry Pon, CPA/PFS, CFP™  

Saving for College
4 p.m. – 5 p.m. 
Join
The SF Kindergarten to College program, California’s CalKids and the CA Scholarshare program all offer options for saving for college. Come learn more. Presented by Mohan Kanungo, K2C Program Manager, Office of the SF Treasurer & Tax Collector and the CA Scholarshare team.

 

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