Financial Planning Days Coming to San Francisco

Please join us for the first-ever LGBTQ Financial Planning Pro-Bono Day – a day where members of the LGBTQ community and allies get access to great financial education sessions and pro-bono 1:1 consultations with some of the Bay Area’s top advisors including members of Horizons’ Foundation Professional Advisors Council.

Participants will get valuable information in important life areas including Tax Planning, Investing, Estate Planning, and “Family Matters” which include financial and legal implications of marriage/divorce/domestic partnership and having a family.

This event is in partnership with the Horizons Foundation and in concert with the Financial Planning Association’s Pro-Bono Day. Pre-registration is recommended but not required. People who pre-register will receive more information on individual workshops and 1:1 consultations as it becomes available.

Presented by the SF LGBT Center & Horizons Foundation- "Fueling the LGBTQ Movement"

Register for free at https://www.eventbrite.com/e/lgbt-financial-planning-day-tickets-37716447911

 

The City and County of San Francisco and the Financial Planning Association of San Francisco invite you to attend San Francisco Financial Planning Day where you’ll be able to meet one-on-one with dozens of highly qualified Certified Financial Planner™ professionals to discuss your personal finance questions, concerns and interests.

Don’t miss this opportunity for a free, private consultation with an expert on a wide variety of personal finance issues, including debt management, retirement planning, investment strategies, income taxes, insurance, and estate planning, among many others!

And best of all, there are no strings attached! Financial planners are volunteering their time and will not pass out business cards, marketing materials or sell products or services. They will be stationed at tables and will meet with one individual or couple at a time, but there is no limit to the number of volunteers you can meet with.

In addition to one-on-one consultations, there will be a series of informative classroom workshops presented by top financial planners on a wide range of financial topics. Stay as little or as long as you’d like.

Sponsored by the Office of Financial Empowerment, the Office of the Treasurer & Tax Collector, the Financial Planning Association of San Francisco and the San Francisco Public Library.

Register for free at http://financialplanningdays.org/event/san-francisco-financial-planning-day