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Workshops: Financial Planning Day

星期六, 10/21/2023
10:00 - 5:00
Latino/Hispanic Meeting Room A
Latino/Hispanic Meeting Room B
Main Library

100 Larkin Street
San Francisco, CA 94102
美國

415-557-4400
Virtual Library

美國

登記註冊

Register for free, objective, no-strings-attached virtual one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals using the blue REGISTRATION button above. Join financial workshops throughout the day using the links below in the Workshop Agenda. 

This year’s workshops include presentations on investing, managing cash flow, elder care needs and saving for college. 

All financial workshops are live-streamed. For in-person attendance, the workshop will be in the Latino Hispanic Room. All programs are offered by Financial Planning Association of San Francisco.

Workshop Agenda

Fundamentals of Investing
10 a.m. - 11:30 a.m. 
Join

A review of the building blocks and investment concepts you need to know in order to create a personalized investment plan. Presented by Gretchen Hollstein of Litman Gregory Wealth Management.

Cash Flow: Improve Savings and Get Out of Debt 
11:30 a.m. - 12:30 p.m.
Join  

Learn tools and strategies for resolving your outstanding financial obligations and getting a new start by focusing on cash flow. Presented by Smart Money Coaches Roger Chen and Howard Feitel, Jr.. Smart Money Coaching is a flagship program of the Office of Financial Empowerment which is a unit of the Office of the Treasurer and Tax Collector.

Navigating Changing Senior Care Needs
12:30 p.m. – 2:30 p.m. 
Join
It’s hard navigating changes in care needs as we age and our family members age. Join in for panel discussion of how to better prepare for our own changing needs and the needs of those we love. We will share many resources and alert you to bumps in the road. Presenters include staff from California Advocates for Nursing Home Reform (CANHR), Jewish Family & Children's Services, Social Worker specializing in ElderCare, and Certified Financial Planning™ Professionals.

Tax Update 
2:30 p.m. – 4 p.m.
Join
Understand what is happening with taxes now. Presented by Larry Pon, CPA/PFS, CFP™  

Saving for College
4 p.m. – 5 p.m. 
Join
The SF Kindergarten to College program, California’s CalKids and the CA Scholarshare program all offer options for saving for college. Come learn more. Presented by Mohan Kanungo, K2C Program Manager, Office of the SF Treasurer & Tax Collector and the CA Scholarshare team.

 

Work it

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

sfpl.org/work-it

Spotlight

本節目由三藩市公立圖書館之友贊助。

活動參與

若有活動相關問題或需協助登記，請發送電郵至sfplcpp@sfpl.org。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accessibility@sfpl.org。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。

公告及免責聲明

本節目使用並連接至第三方網站。當您點擊並連接至第三方網站，代表您將會離開三藩市公立圖書館的網站，並進入非三藩市公立圖書館營運的網站。此服務可能會收集有關您的一些個人識別資料，例如姓名、用戶名稱、電郵地址和密碼。此服務將根據其私隱權政策處理已收集屬於您的資料。我們鼓勵您查看您所瀏覽或使用的每個第三方網站或服務的私隱政策，包括您通過我們圖書館服務與之互動的第三方。欲知更多有關第三方網站連接的資訊，請參閱三藩市公立圖書館隱私權政策中「與其他網站的連接」部分。

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 。