Free Financial Planning Day at the Library

For Immediate Release

Media Contact: Jaime Wong
(415) 557-4295;

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, is pleased to announce the 10th annual San Francisco Financial Planning Day on October 26, 2019 from 9 a.m. – 3 p.m. At this event, Bay Area residents will be able to meet one-on-one with highly qualified Certified Financial Planner™ professionals to discuss their personal finance questions, concerns and interests.

 The event is a great opportunity for a free, objective,private consultation with an expert on a wide variety of personal finance issues, including budgeting, debt management, retirement planning, investment strategies, income taxes, and insurance, among many others. Workshops will include saving and paying for college, planning with student loans, tax planning, investing basics, marriage and financial planning and more. Local nonprofits will be presenting on understanding credit and how to get started with your budget.

Spanish and Chinese translation will be available for one-on-one consultations.

There are no strings attached. Financial planners volunteer their time and will not pass out business cards, marketing materials or sell products or services. They will be stationed at tables to 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. Registration is encouraged:

Financial Planning Day at the Library – Saturday, Oct. 26, 9 a.m. – 3 p.m., Main Library, 100 Larkin St.