Saturday is Financial Planning Day-- Free Advice!

Twin Cities Financial Planning Day

Saturday, October 5, 2013
10:00 am - 2:00 pm
Amherst H. Wilder Foundation

451 Lexington Parkway North
Saint Paul, MN 55104

City of St. Paul and Financial Planning Association of Minnesota invite you to attend Twin Cities Financial Planning Day on Saturday, October 5, 2013 from 10:00 am to 2:00 pm at the Amherst H. Wilder Foundation, where you'll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached - volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

You may seek information and advice on a wide range of topics, including:

GENERAL FINANCIAL PLANNING Buying a Home - Debt Management Building a College Fund - Savings Goals ______________________________________ SPECIAL CIRCUMSTANCESJob Loss and Job Change - Foreclosure Assistance Change in Marital Status ______________________________________ INVESTMENT PLANNING Investment Strategies - Asset Accumulation Generating Investment Income ______________________________________ RETIREMENT PLANNINGBuilding a Retirement Fund - 401(k) and 403(b) Plans IRA Accounts - Social Security ______________________________________

INCOME TAX PLANNINGTax Reduction Strategies Charitable Contributions - Small Business Taxation ______________________________________ ESTATE PLANNING Building an Inheritance - Wills and Trusts Estate Tax Strategies ______________________________________ INSURANCE PLANNING Life Insurance Coverage - Disability Insurance Long-term Care Planning ______________________________________ EMPLOYEE BENEFITSManaging Health Insurance - Health Savings Accounts Pension Benefits ______________________________________

In addition to personalized advice, Twin Cities Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.

10:00 am - 1:00 pm       Attendee Registration

10:05 am - 10:15 am      Welcome and Opening Remarks

 
10:15 am - 10:45 am      Keynote by Joe Schmit

 
10:45 am - 2:00 pm       One-on-One Counseling with Financial Planners

10:45 am - 2:00 pm       Resource Fair
11:00 am - 11:50 am      Workshop - Early Years - Taking Control: A Financial Planning Starter Kit

  Workshop - Middle Years - Choosing the Right Insurance for Every Stage of your Life

                                      Workshop - Golden Years - Real World Retirement Planning

 
12:00 pm - 12:50 pm     Workshop - Early Years - Budgeting 101:Life's Balancing Act

Workshop - Middle Years - Estate Planning: What Everyone Needs to Know

                                     Workshop - Golden Years - Income Sources in Retirement

 
1:00 pm - 1:50 pm         Workshop - Early Years - Investing Basics: Be a Smart Investor

                                     Workshop - Middle Years - Tax Planning in a Changing Tax World

                                     Workshop - Golden Years - Medicare Programs

Twin Cities Financial Planning Day is a free event where you'll have an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to your unique situation. All financial planners at the event are either CFP^®professionals and/or members of the Financial Planning Association, and are highly qualified to discuss your financial issues and help you find the answers you need.

At the Financial Planning Day, each volunteer is seated at a table. Volunteers will meet with one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with.

Concurrent with one-on-one consultations, the event will feature a series of classroom-style presentations addressing key personal finance topics

Twin Cities Financial Planning Day is a user-friendly event. Just show up with your questions and you'll be sure to leave with useful information. But a little preparation can go a long way to help you get the most out of your experience at the event. Here are a couple of tips to help you prepare:

1. Make a list of questions you want answered. Learn more about financial planning topics and the questions you can addresswith financial planners at www.FinancialPlanningDays.org/topics.


2. Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, visit www.FinancialPlanningDays.org/resources.

Free registration for Twin Cities Financial Planning Day is quick and easy. Simply complete the online registration form.

We will not sell your e-mail address or use it for any purpose other than communications about the Twin Cities Financial Planning Day.

Information provided by financial planners at the Financial Planning Day is free and tailored to your needs. The volunteer financial planners are not allowed to sell products and services or hand out business cards or marketing materials. In other words, there are no strings attached.

The objective of the Financial Planning Day is to help people experience first-hand how financial planning can improve their lives and bring the expertise of professional financial planners to people who may not normally have access to reliable and ethical financial planning information.

Any attendee who wishes to follow-up with a volunteer financial planner will have access to the volunteer’s name and contact information in the information package provided at registration.

Twin Cities Financial Planning Day will be held at the Amherst H. Wilder Foundation.Amherst H. Wilder Foundation451 Lexington Parkway North
Saint Paul, MN 55104




Click here for Google Map Transportation Directions.

Volunteers needed--Help a refugee prepare for work, visit a veteran, assist at a tax clinic, or tutor a child (for example). There are many ways your skills can make an impact. The RSVP Volunteer Program can get you connected. Volunteers 55 and over receive special benefits. 

For more info: Call 952-945-4162 or Email