October 18, 2025
Take Control of Your Finances Today!
Join us for a full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom.
This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.
Topics this year include investing, what 2025 tax reform means for you, property tax and intergenerational transfers, resources to strengthen your financial skills and insights from behavioral finance.
Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER™ by registering here! Registration for one-on-one counseling closes at midnight on Thursday, October 16. Walk-ins are welcome, but we cannot guarantee that you will receive a slot.
One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.