Oakland Financial Planning Day – October 6

Oakland Seal

Oakland Financial Planning Day

Saturday, October 6, 2012

9:00 am – 4:00 pm

Oakland City Hall

City of Oakland and the Financial Planning Association of East Bay invite you to attend Oakland Financial Planning Day on Saturday, October 6, 2012 from 9:00 am to 4:00 pm at the Oakland City Hall, where you’ll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests. Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached – volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

GENERAL FINANCIAL PLANNING

Buying a Home – Debt Management

Building a College Fund – Savings Goals

______________________________________

SPECIAL CIRCUMSTANCES

Job Loss and Job Change – Foreclosure Assistance

Change in Marital Status

______________________________________

INVESTMENT PLANNING

Investment Strategies – Asset Accumulation

Generating Investment Income

______________________________________

RETIREMENT PLANNING

Building a Retirement Fund – 401(k) and 403(b) Plans

IRA Accounts – Social Security

______________________________________

INCOME TAX PLANNING Tax Reduction Strategies

Charitable Contributions – Small Business Taxation

______________________________________

ESTATE PLANNING

Building an Inheritance – Wills and Trusts

Estate Tax Strategies

______________________________________

INSURANCE PLANNING

Life Insurance Coverage – Disability Insurance

Long-term Care Planning

______________________________________

EMPLOYEE BENEFITS

Managing Health Insurance – Health Savings Accounts

Pension Benefits

______________________________________

REGISTRATION

Free registration for Oakland Financial Planning Day is quick and easy. Simply complete the online registration form. We will not sell your e-mail address or use it for any purpose other than communications about the Oakland Financial Planning Day.

For additional information, visit the Oakland Financial Planning Day Website.

Leave a Reply

You can use these HTML tags

<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>