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Greater Sacramento Financial Planning Day (Also Oakland and San Francisco)

 

Greater Sacramento Financial Planning Day

Saturday, October 26, 2013
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 26, 2013 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.

Can’t make it to Greater Sacramento Financial Planning Day?

Check out the other Financial Planning Days happening in the area:

Oakland, October 5th

San Francisco, October 19th

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:

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 educational workshops addressing popular personal finance topics.

Alana Golden, Assistant Director, Marketing and Communications, Census 2020

Alana Golden, Assistant Director, Marketing and Communications, Census 2020

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