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A full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER® professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom.This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.
Topics this year include investing, income tax updates, property tax and intergenerational transfers, resources to strengthen your financial skills and an empowering approach to budgeting.
Secure your spot with a CERTIFIED FINANCIAL PLANNER® by register at: https://sfpl.org/events/2026/10/24/workshops-financial-planning-day
Registration for one-on-one counseling closes at midnight on Thursday, October 22. Walk-ins are welcome, but we cannot guarantee that you will receive a slot.
One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.
Register for individual workshops using the links below.
10:15–11:45 a.m.
Diving Into Investments
Zoom registration:
https://sfpl-org.zoom.us/webinar/register/WN_O07HUlOKS7OqPhXekU_BIQ#/registration
11:55 a.m.–12:35 p.m.
Property Tax Basics and Intergenerational Transfers
In Person only. No registration needed.
12:45–2:15 p.m.
Tax Update
Zoon registration:
https://sfpl-org.zoom.us/webinar/register/WN_bVtbx5RQS4Wr6U6fUrG4gw#/registration
2:25–3:05 p.m.
Economic Justice Programming from the SF Treasurer’s Office
In Person only. No registration needed.
3:15–4:45 p.m.
The Misunderstood B-word: Budgeting
Zoom registraion:
https://sfpl-org.zoom.us/webinar/register/WN_5xThGXpLQpaI6x9GaENRAA#/registration
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Main Library - 100 Larkin St, San Francisco, CA, United States, California 94102
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