Dozens of San Diego-area Financial Planners Will Offer Free Advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies and More
We’ve all heard that there’s no free lunch, but in these challenging economic times, San Diego-area residents will be able to get free financial planning advice and guidance from professional financial planners at San Diego Financial Planning Day. The event will be held on October 8th at Jacobs Center in San Diego and will feature experts from the Financial Planning Association and highly qualified Certified Financial Planner professionals, all volunteering their time and expertise to work with local residents one-on-one to address important financial issues.
Financial planners will be set up at their own tables to meet one-on-one with attendees to answer questions on getting out of debt, retirement planning, investment strategies, income taxes, insurance, mortgages and foreclosures, among many other topics. The advice will be offered on a “no strings attached” basis and planners will not give out business cards or sell financial products or services.
The event will also feature a series of classroom-style educational workshops addressing key personal finance topics, including: Forging Your Financial Future, Financial Considerations for Your Small Business, Managing Your Money in Hard Times.
San Diego Financial Planning Day is organized by City of San Diego in partnership with FPA of San Diego as part of a national Financial Planning Days initiative created by Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning and the U.S. Conference of Mayors. The collaboration is a first-of-its kind effort involving city governments and thousands of financial planners nationwide united in an effort to provide free financial education and programming to communities throughout the U.S.
TO PARTICIPATE: San Diego Financial Planning Day is free and open to the public. Members of the news media are invited to attend the event and interview the organizers. The event will be held on Saturday, October 8th at Jacobs Center, located at 404 Euclid Ave in San Diego. Events will begin at 10 am and will run until 3 pm. Free parking is available at to the Community Center.
What: San Diego’s first annual Free Financial Planning Day
When: Saturday, October 8th 10 a.m. – 3 p.m.
Where: Jacobs Center, 404 Euclid Ave in San Diego.