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Financial Planning Day
August 19, 2023 @ 9:00 am - 3:00 pm
Don’t miss this annual opportunity for a free, private consultation with experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. It’s all free; no selling occurs. Stay as little or as long as you’d like. Bring a friend or family member!
Walk-ups are welcome. Register here!
Financial planners will be set up at their own tables to meet one-on-one with attendees to answer questions, including:
- Getting out of debt
- Retirement planning
- Investment strategies
- Income taxes
- Mortgages and foreclosures
The event will also feature a series of classroom-style educational workshops addressing key personal finance topics, including:
- Basic financial planning
- College planning
- Estate planning
- Social Security and Medicare
- Student loan debt
The advice will be offered on a “no strings attached” basis and planners will not give out business cards or sell financial products or services. Bring your financial documents to have reviewed by our volunteers. Register here!