San Francisco Financial Planning Day

By the San Francisco Office of Financial Empowerment

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.

To learn more about the event, please refer to the FAQ.

How to Prepare

A little preparation can help you get the most out of your experience at the Financial Planning Day. Here are a couple of tips to help you prepare:

  1. Make a list of questions you want answered. Refer to the Financial Planning Topics to learn more about topics and questions you can address with financial planners.
  2. Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, including customizable financial planning worksheets, refer to the Resources page.


Event Details/Registration



November 7, 2015

9:00 am - 4:00 pm


San Francisco Public Library

100 Larkin St.

San Francisco, CA

Get directions »

Register HERE


Financial Planning Topics


CFP® professionals volunteering at the Financial Planning Days are highly qualified to discuss a variety of financial topics, and those topics fall in the categories listed below, followed by a set of sample questions related to that topic.



Purchasing a Home – Should I buy or rent? What type of mortgage should I get?

Debt Management – How do I reduce my overall debt?

Building a College Fund – How do I finance my child's college education?

Savings Goals – How much money should I have in my emergency fund?


Job Loss and Job Change – How do I financially plan for a job loss?

Foreclosure Assistance – How can I avoid losing my property to a foreclosure?

Change in Marital Status – How do I financially plan for a divorce?


Investment Strategies – How do I maximize gains and minimize taxes?

Asset Accumulation – How should I diversify my portfolio, given my risk tolerance?

Generating Investment Income – What investment vehicles should I consider to generate income?

Real Estate - Should I invest in real estate?


Building a Retirement Fund – What retirement vehicles should I consider when building my nest egg?

401(k) and 403(b) Plans – How do I pick the investments for my 401(k) or 403(b) plan?

IRA Accounts – Should I choose a traditional or Roth IRA?

Social Security – How much will I receive in Social Security benefits when I retire?


General Tax Return Filing – Should I file my taxes as single or married?

Tax Reduction Strategies – What tax deductions can I take?

Charitable Contributions – How do I maximize the tax advantages of my charitable contributions?

Small Business Taxation – How can I position my small business to minimize my taxes?


Building an Inheritance – What estate planning vehicles should I consider when building an inheritance?

Wills and Trusts – Should I set up a will or a living trust?

Estate Tax Strategies – How do I reduce my estate taxes?

Incapacity Planning – How do I appoint a Power of Attorney?


Life Insurance Coverage – How much life insurance do I need?

Disability Insurance – Do I need additional disability insurance?

Long-term Care Planning – What kind of long-term care insurance should I consider?

Property and Casualty Insurance - How should I insure my home?


Managing Health Insurance – Does my family have adequate health insurance?

Health Savings Accounts – Should I open a Health Savings Account (HSA)?

Incentive Stock Option Plans – How is my investment income taxed?