Free Financial Planning Day at the Library

For Immediate Release: October 11, 2018
Media Contact: Mindy Linetzky
(415) 557-4252;

Free Financial Planning Day at the Library

San Francisco, CA – The San Francisco Public Library, in partnership with the Financial Planning Association of San Francisco and the San Francisco Treasurer’s Office, are pleased to announce the 9th annual San Francisco Financial Planning Day on October 27, 2018 from 9 a.m. – 3 p.m.  At this event, 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.

Financial Planning Day 2018’s programs include something for everyone. There are sessions related to investing basics, planning for higher education without loans, and how the new tax law will impact consumers. New for 2018, will be presentations about financial recovery after a disaster, property taxes, and San Francisco housing programs. Spanish and Chinese translation will be available.

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. Prior events have served 300-400 Bay Area residents each year.

The event is free and open to the public.

Financial Planning Day at the Library – Saturday, Oct. 27, 9 a.m. – 3 p.m., Main Library, 100 Larkin St.