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
Job Loss and Job Change – Foreclosure Assistance
Change in Marital Status
Investment Strategies – Asset Accumulation
Generating Investment Income
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
Building an Inheritance – Wills and Trusts
Estate Tax Strategies
Life Insurance Coverage – Disability Insurance
Long-term Care Planning
Managing Health Insurance – Health Savings Accounts
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.