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: 



4/24/2019 San Francisco- Sunset district

6:30pm-8:30pm, Ortega Branch Library, 3223 Ortega St, San Francisco, CA 94122

Registration information coming soon!

4/27/2019 San Francisco- LGBT Financial Planning day

10am-4pm, The San Francisco LGBT Community Center, 1800 Market St, San Francisco, CA 94102

Registration information coming soon!

8/7/2019 San Francisco- Sunset District

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

Registration information coming soon!

10/26/2019 San Francisco Financial Planning day

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

Registration information coming soon!

multiple
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

Other fantastic events:

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Tax-Aid tax assistance

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

Learn more about a special event on March 27th for prior-year taxes here.

5/11/2019 Family Wealth Forum

10am-1pm, Southeast Community Facility, 1800 Oakdale Avenue, San Francisco, CA 94124

Brought to you by the City & County of San Francisco Office of the Assessor-Recorder