Greater Sacramento Financial Planning Day

Greater Sacramento Financial Planning Day
Saturday, October 8, 2011
9:00 am – 3:00 pm
West Sacramento City Hall

City of West Sacramento and the Financial Planning Association of Northern California invite you to attend Greater Sacramento Financial Planning Day on Saturday, October 8, 2011 from 9:00 am to 3:00 pm at the West Sacramento 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.

You may seek information and advice on a wide range of topics, including:

GENERAL FINANCIAL PLANNING

Buying a Home – Debt Management
Building a College Fund – Savings Goals
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SPECIAL CIRCUMSTANCES

Job Loss and Job Change – Foreclosure Assistance
Change in Marital Status
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INVESTMENT PLANNING

Investment Strategies – Asset Accumulation
Generating Investment Income
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RETIREMENT PLANNING

Building a Retirement Fund – 401(k) and 403(b) Plans
IRA Accounts – Social Security
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INCOME TAX PLANNING

Tax Reduction Strategies
Charitable Contributions – Small Business Taxation
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ESTATE PLANNING

Building an Inheritance – Wills and Trusts
Estate Tax Strategies
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INSURANCE PLANNING

Life Insurance Coverage – Disability Insurance
Long-term Care Planning
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EMPLOYEE BENEFITS

Managing Health Insurance – Health Savings Accounts
Pension Benefits
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In addition to personalized advice, Greater Sacramento Financial Planning Day will also feature a series of classroom-style 50-minute Educational Workshops.

For more information, please visit the Financial Planning Days Web site.

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