Free Financial Planning Day at the Library

For Immediate Release: Tuesday, October 3
Media Contact: Katherine Jardine
(415) 557-4295;


Free Financial Planning Day at the Library

 San Francisco, CA –The Financial Planning Association of San Francisco, in partnership with the City and County of San Francisco Treasurer’s Office and the San Francisco Public Library, are pleased to announce the 8th annual San Francisco Financial Planning Day on October 28, 2017 from 9 a.m. – 3 p.m.

Bay Area residents will be able to meet one-on-one with dozens of highly qualified Certified Financial Planner™ professionals to discuss their personal finance questions, concerns and interests.

The event is a great opportunity for a free, private consultation with an expert on a wide variety of personal finance issues, including debt management, retirement planning, investment strategies, income taxes, insurance, and estate planning, among many others. Programs will run throughout the day covering budgeting and credit counseling.

Best of all, there are no strings attached. Financial planners are volunteering their time and will not pass out business cards, marketing materials or sell products or services. They will be stationed at tables and will meet with one individual or a couple at a time. In addition to one-on-one consultations, there will be a series of informative classroom workshops presented by top financial planners on a wide range of financial topics. Prior events have served 300-400 Bay Area residents each year.

For the completed schedule, please visit:

Financial Planning Day – Oct. 28, 9 a.m. – 3 p.m., Main Library, 100 Larkin Street