星期六, 10/19/2024
10:00 - 5:00
10:00 - 5:00
Koret Lobby
Latino/Hispanic Meeting Room A
Latino/Hispanic Meeting Room B
Financial Planning Days are an amazing opportunity to access free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals.
To register for one-on-one financial counseling, use the blue REGISTRATION button above. Sessions will be offered both in-person, in the Latino/Hispanic Meeting Room and virtually.
Financial Planning Day
Discover valuable financial planning resources, including free, objective one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals. Participate in presentations on investing, what 2025 tax reform means for you, property tax and intergenerational transfers, resources to strengthen your financial skills and insights from behavioral finance.