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Tutorial: Meet One-on-One with a CERTIFIED FINANCIAL PLANNER™

星期五, 5/26/2023
9:00 - 6:00

Get matched with a pro bono CFP® to create a financial plan and achieve your goals. 

You will co-design a personalized plan and receive ongoing support by meeting multiple times with your financial planner as you implement your plan. There’s no catch—the advisers can’t sell you anything or take you as their client. They're just there to listen and help.   


It only takes five minutes to sign up, so you have a plan to:   

  • Pay off debt sooner 

  • Figure out investing 

  • Plan for retirement 

  • Save for the future 

  • Boost emergency savings 


People who qualify are: 

  • Single with no dependents or married, not earning more than $100,000/year and have less than $250,000 in total savings  

  • Single with dependents or married with dependents not earning more than $150,000/year and have less than $250,000 in total savings 


    Advisors Give Back                                         



An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.

Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.



若有活動相關問題或需協助登記,請發送電郵至。除非另有說明,所有的活動都歡迎您參加(無需登記報名). 所有三藩市公立圖書館均可供輪椅通行。如需要特別輔助安排(例如美國手語或即時傳譯),請致電 (415) 557-4400 或發送電郵至。請至少提前三個工作日提出申請,以確保獲得妥善安排。

請注意:此活動可能會進行錄影或攝影。如您參與此活動,即表示您同意圖書館可使用您的影像,以作圖書館存檔 及活動推廣之用。如果您不希望被拍攝,請告知圖書館員工或攝影師。我們將提供您一張貼紙以作識別,以避免拍攝您。



本活動由與三藩市公立圖書館無關的團體所提出及表達的觀點及意見,並不代表三藩市公立圖書館 (SFPL) 或三藩市官方政策或立場。

如因文字翻譯理解不同, 導致內容有所出入, 應以英文版本為準 。