A once a year opportunity in the Bay Area, Financial Planning Days are hosted by the Financial Planning Association chapters in the area. This is an amazing chance to access free, objective, no-strings-attached financial advice from Certified Financial Planner (tm) professionals. Advisors are volunteering their time and are not allowed to hand out business cards or contact you afterwards. This is truly advice only.
One-on-one time is available with a CFP(r) professional to go over whatever aspect of your finances you wish to talk about - retirement planning, college funding, buying a home, insurance - the choice is up to you. You won't walk away with a comprehensive plan, but you will receive a fresh perspective and valuable advice.
There are also workshops available on a variety of topics.
To find out more, visit www.fpasf.org/volunteer/financial-planning-day/
These are held yearly. Check back again next year for the dates and locations.
One-on-one time is available with a CFP(r) professional to go over whatever aspect of your finances you wish to talk about - retirement planning, college funding, buying a home, insurance - the choice is up to you. You won't walk away with a comprehensive plan, but you will receive a fresh perspective and valuable advice.
There are also workshops available on a variety of topics.
To find out more, visit www.fpasf.org/volunteer/financial-planning-day/
These are held yearly. Check back again next year for the dates and locations.