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: 

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

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

Please take a look at our Workshop Agenda

10/26/2019 Redwood City Financial Planning Day

1pm-4pm, Redwood City Public Library, Community Room, 1044 Middlefield Road, Redwood City, CA 94063

Please take a look at our Event Flyer

11/2/2019 Marin Financial planning day

10am-3pm, Marin Center Manzanita Room - 10 Avenue of the Flags (East End)

11/9/2019 San Mateo Financial planning day

1pm-4pm, San Mateo Library

Please take a look at our Event Flyer

11/16/2019 Menlo Park Financial Planning day

1pm-4pm, Menlo Park Library, 800 Alma St. Menlo Park, CA 94025

Other fantastic events:

11/2/2019 Social Security planning, Enquire before you retire

10:30-11:30am, Menlo Park Library, 800 Alma St. Menlo Park, CA 94025

multiple
dates
Tax-Aid tax assistance

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