Marin Financial Planning Day
Name:
Marin Financial Planning Day
Date:
November 2, 2019
Time:
10:00 AM - 3:00 PM PDT
Event Description:
Questions about Money Matters? Mark your calendars for the fourth annual Marin Financial Planning Day!
Volunteer CFP® professionals will be available one-on-one to answer questions on personal finance topics, including investing, budgeting, estate planning, paying for college, taxes, retirement planning, buying a home… you name it! This is an opportunity to speak with a financial professional in a safe environment, free of charge. Volunteers will not engage in marketing or promotions. This once-a-year event is the perfect time to achieve mastery over your finances.
The event will simultaneously include group seminars on the following topics: “Estate Planning is for Everyone!,” “What the New Tax Law Means for Individuals,” and “Re-evaluating Insurance after the California Wildfires.” Consultations will be provided on a first come, first serve basis. Walk-ins are welcome. Learn more at www.bafpd.org and register on Eventbrite at https://www.eventbrite.com/e/marin-financial-planning-day-2019-tickets-72874400293.
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Volunteer CFP® professionals will be available one-on-one to answer questions on personal finance topics, including investing, budgeting, estate planning, paying for college, taxes, retirement planning, buying a home… you name it! This is an opportunity to speak with a financial professional in a safe environment, free of charge. Volunteers will not engage in marketing or promotions. This once-a-year event is the perfect time to achieve mastery over your finances.
The event will simultaneously include group seminars on the following topics: “Estate Planning is for Everyone!,” “What the New Tax Law Means for Individuals,” and “Re-evaluating Insurance after the California Wildfires.” Consultations will be provided on a first come, first serve basis. Walk-ins are welcome. Learn more at www.bafpd.org and register on Eventbrite at https://www.eventbrite.com/e/marin-financial-planning-day-2019-tickets-72874400293.
View full flyer
