Financial Planning Days happen all over the Bay Area, multiple times per year, and in a variety of formats.  We'd love to see you at our next event- click the below links to register! 

 

Local Financial Planning Days: 

5/18/2019 Santa Clara Financial Planning Day

1pm-4pm, Central Park Library, Redwood Room. 2635 Homestead Rd, Santa Clara, CA 95051

8/7/2019 San Francisco- Sunset District

5:30-7:30pm, Sunset Branch Library, 1305 18th Ave, San Francisco, CA 94122

10/26/2019 San Francisco Financial Planning day- The BIg one!

9am-3pm, Main Branch Library, 100 Larkin St, San Francisco, CA 94102

Registration information coming soon!

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dates
Santa rosa

Santa Rosa Financial Planning Days are offered exclusively to those affected by the 2017 fires.
These are opportunities to meet with a pro-bono financial planner 1:1 for a full hour

Greater Northern California:

6/29/2019 &

8/31/2019 Chico

1-5pm, These Financial Planning days are for fire victims in the Chico/Paradise area. 1108 Sherman Ave, Chico CA

Other fantastic events:

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dates
Tax-Aid tax assistance

High quality, year-round tax assistance for Bay Area residents making less than $55,000/year.