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| Financial Planning Day
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| With Jenny Coffey Smith (MSAPF, CFP), Cynthia Flannigan (CFP, Deirdre Hegarty, CFP), Tim Connolly (CFP). |
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Oct 24 (Sat) @ 10:00 AM
FREE
| | SF Main Library, 100 Larkin St, SF
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| Register |
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Take Control of Your Finances Today!
Join us for a full day of expert advice on managing your finances & planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER professionals & attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom.
This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.
Topics this year include investing, income tax updates, property tax & intergenerational transfers, resources to strengthen your financial skills & an empowering approach to budgeting.
Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER by registering here! Registration for one-on-one counseling closes at midnight on Thursday, October 22. Walk-ins are welcome, but we cannot guarantee that you will receive a slot.
One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.
Diving Into Investments
10:15-11:45 a.m.
Register to join via Zoom
Learn about asset allocation, the behavioral habits that make or break returns, stocks vs. bonds, & where alternatives like REITs, commodities, & crypto fit - if at all - in a well-built plan. Whether you're building your first portfolio or fine-tuning a lifetime of investments, hear three Certified Financial Planners have a candid conversation on what actually works.
Panelists: Jenny Coffey Smith, MSAPF, CFP, Cynthia Flannigan, CFP, Deirdre Hegarty, CFP & Tim Connolly, CFP (Moderator)
Property Tax Basics & Intergenerational Transfers
11:55 a.m.-12:35 p.m.
In person only
Explore property tax topics, changes in State law, & how the Office of the Assessor-Recorder serves you, whether you're a homeowner or not.
Presenter: San Francisco Assessor-Recorder Joaqun Torres
Tax Update
12:45-2:15 p.m.
Register to join via Zoom
Tax laws keep changing & being refined. Learn about the latest trends & topics in taxes.
Presenter: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP
Economic Justice Programming from the SF Treasurer's Office
2:25-3:05 p.m.
In person only
The Economic Justice Center is an initiative of the SF Treasurer's Office dedicated to advancing economic justice & financial inclusion for all San Franciscans. Learn about the Office's free programming, including Kindergarten to College, SF Financial Counseling, StopScamsSF, & the Fine & Fee Discounts.
Presenter: Mandy Ngu, Community Engagement Specialist
The Misunderstood B-word: Budgeting
3:15-4:45 p.m.
Register to join via Zoom
Budgeting has a reputation problem. People hear that b-word & think "no more fun!" But we're going to flip that script & make cents of it all. Learn the foundations for building a budget, tips on organizing your money, & see how this often misunderstood b-word can actually empower you to fund what truly matters (including those fun things!).
Presenter: Serene Lau
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