Join us for a day filled with expert advice on managing your finances. Get free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals and attend workshops on investing, taxes and behavioral finance.
Register using the blue "Register" button to reserve a spot for free, one-on-one financial counseling. 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 sessions will be offered in person at the Main Library in the Latino/Hispanic Meeting Room. Workshops will be held in the Koret Auditorium and livestreamed via Zoom. See below for the full workshop schedule and to register to join via 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.
Workshop Schedule:
Diving Into Investments 10:15–11:45 a.m. Learn more about asset allocation for your portfolio, how to approach your finances with good behaviors, stock and bond investing and thoughts on alternative investments like Real Estate Investment Trusts (REITS), commodities and crypto. Panelists: Jenny Coffey Smith, MSAPF, CFP®, Cynthia Flannigan, CFP® and Deirdre Hegarty, CFP® |
Economic Justice Programming from the SF Treasurer’s Office 11:55 a.m.–12:35 p.m. In person only The Office of Financial Empowerment is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming, including Kindergarten to College, SF Financial Counseling, and the Financial Justice Project’s Fine and Fee Discounts. |
What 2025 Tax Reform Mean to You 12:45–2:15 p.m. The One, Big, Beautiful Bill Act is now the new tax law. What does it mean to you? Some of the provisions of this new tax lake takes into effect in 2025 and many provisions start in 2026. Review the changes that will affect your tax bill and find out if there are some financial moves you need to make now. Presenter: Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP |
Property Tax Basics and Intergenerational Transfers 2:25–3:05 p.m. In person only Presenter: San Francisco Assessor Joaquín Torres |
Behavioral Finance: or, How to Bring Your Best Instincts to Your Financial Plan 3:15–4:45 p.m. Have you ever heard about something that seemed like a great idea . . .and then not gotten around to doing it? Even the most rational of us make irrational decisions sometimes, or fail to take action even though it’s in our best interest—and our finances may suffer unnecessarily. We’ll look at some of the fascinating, Nobel-prize winning research on how real humans behave in economic decision-making and explore some strategies for overcoming irrational biases and sub-optimal behavior. Presenter: Heather C. Liston, CFP®, EA |