April is Financial capability Month at the sf public library in 2024
Session Topics include Investments, Insurance, Budgeting, and how to have better financial behaviors.
Click here to check out the lineup!
If you would like to sign up for a free virtual meeting with a Certified Financial Planner® professional, please Reach out to http://advisersgiveback.org/
Virtual SF financial planning day is coming Fall of 2024
Come to virtual San Francisco Financial Planning Day and get free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals. CERTIFIED FINANCIAL PLANNER™ professionals are volunteering to offer free, virtual one-on-one counseling and financial workshops throughout the day. The Main SF Public Library will offer computers for use to sign in and will live stream the programs in the Latino Hispanic Room in the lower level of the SF Main Public Library (100 Larkin Street, SF).
Programs from the 2023 Financial Planning Day
Please visit the sfpl youtube channel to see videos of the 2023 presentations
Fundamentals of Investing 10 a.m. - 11:30 a.m. A review of the building blocks and investment concepts you need to know in order to create a personalized investment plan.
Cash Flow: Improve Savings and Get Out of Debt 11:30 a.m. - 12:30 p.m. Learn tools and strategies for resolving your outstanding financial obligations and getting a new start by focusing on cash flow. Presented by Smart Money Coaches Roger Chen and Howard Feitel, Jr.. Smart Money Coaching is a flagship program of the Office of Financial Empowerment which is a unit of the Office of the Treasurer and Tax Collector.
Navigating Changing Senior Care Needs - Avoiding Bumps in the Road 12:30 p.m. – 2:30 p.m. It’s hard navigating changes in care needs as we age and our family members age. Join in for panel discussion of how to better prepare for our own changing needs and the needs of those we love. We will share many resources and alert you to bumps in the road. Presenters include staff from California Advocates for Nursing Home Reform (CANHR), Jewish Family & Children’s Services, Social Worker specializing in ElderCare, and Certified Financial Planning™ Professionals.
Tax Update 2:30 p.m. – 4 p.m. Understand what is happening with taxes now. Presented by Larry Pon, CPA/PFS, CFP™
Saving for College 4 p.m. – 5 p.m. The SF Kindergarten to College program, California’s CalKids and the CA Scholarshare program all offer options for saving for college. Come learn more. Presented by Mohan Kanungo, K2C Program Manager, Office of the SF Treasurer & Tax Collector and the CA Scholarshare team.
Other fantastic events:
multiple
dates Tax-Aid tax assistance
High quality, year-round tax assistance for households making less than $60,000/year.
For more info, please visit: https://tax-aid.org/need-tax-help/
We'd love to see you at our next event!