Greater Sacramento Financial Planning Day – October 13

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– Print some out and spread the word!

Greater Sacramento Financial Planning Day

Saturday, October 13, 2012

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 13, 2012 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’ll be able to seek information and advice on a wide range of topics, including:


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

Pension Benefits


In addition to personalized advice, Greater Sacramento Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.


Free registration for Greater Sacramento 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 Greater Sacramento Financial Planning Day.

For more information, visit the Greater Sacramento Financial Planning Day Website. To find a Financial Planning Day in another city/state, visit


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