About this Event
Welcome to the annual Bay Area Financial Planning Day! Join us on Sat, Oct 16th, 2027 at 10:00 AM for a day filled with expert advice on managing your finances. Come to 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, one-on-one counseling.
Whether you're looking to save for the future, plan for retirement, or need help managing debt, this event is perfect for you. Our knowledgeable speakers will cover a range of topics to help you make informed decisions about your money.
Register now to keep informed on this year's workshops and to reserve a spot in October for free, one-on-one financial counseling. 1:1 sessions will be offered in person at the San Francisco Main Public Library, with a scheduling link provided in the week before the event.
Closed Captioning will be available.
For questions about the program or help registering, contact [email protected]. For accommodations (such as ASL or language interpretation), call (415) 557-4400
Agenda
🕑: 10:00 AM - 05:00 PM
1:1 Financial Planning Sessions with a CERTIFIED FINANCIAL PLANNER™
Info: Meet in-person at the Main Library with a CERTIFIED FINANCIAL PLANNER™ for free, objective, no-strings-attached one-on-one financial counseling. Work together to identify your goals and plan for success. Sessions are available on a first come, first served basis on the day of the event, or by registering in advance via the scheduling link sent via Eventbrite a week before the event.
🕑: 10:15 AM - 11:45 AM
Topic 1
🕑: 11:55 AM - 12:35 PM
Economic Justice Programming from the SF Treasurer’s Office
Info: The Economic Justice Center is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming. This workshop is available in-person only.
🕑: 12:45 PM - 02:15 PM
Topic 2
🕑: 02:25 PM - 03:05 PM
Property Tax Basics and Intergenerational Transfers
Info: Presented by San Francisco Assessor-Recorder Joaquín Torres. Assessor Torres will discuss property tax topics, changes in State law, and how the Office serves you, whether you're a homeowner or not. This workshop is available in-person only.
🕑: 03:15 PM - 04:45 PM
Topic 3
Event venue & nearby stays
100 Larkin St, 100 Larkin Street, San Francisco, United States
Concerts, fests, parties, meetups — all the happenings, one place.