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Financial Planning Days coming to cities near you!

Financial Planning Days coming to cities near you! “WE GREATLY ENJOYED TALKING TO FINANCIAL PLANNERS ONE-ON-ONE IN A NO-PRESSURE ENVIRONMENT.” Costa Mesa, CA Orange County Financial Planning Day October 14, 2017 San Rafael, CA Marin Financial Planning Day November 4, 2017… Continue Reading

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Financial Planning Day – Find an event near you!

Financial Planning Day Come to a Financial Planning Day in your area and get free, one-on-one advice from Certified Financial Planner™ professionals on a wide range of personal finance topics: Los Angeles, California Los Angeles Financial Planning Day October 25,… Continue Reading

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California Manage Your Money Week October 18-25, 2014

Manage Your Money Week During Manage Your Money Week, state and local government agencies, non-profit organizations, unions, schools, libraries, financial institutions, and financial management associations will be working together in communities throughout California to host free money management education events… Continue Reading

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2012 Protect Your Identity Week October 20-27: ID Theft Protection on the Go

This year’s theme is “ID Theft Protection on the Go We all love our cell phones, but with the convenience of smart phones came the opportunity for thieves to help themselves to our personal information. Check out these smart phone… Continue Reading