2011 ORANGE COUNTY FINANCIAL PLANNING DAY
Our Orange County Treasurer:
"Given recent economic downturns, it is more important than ever for Orange County residents to become financially literate. I hope you will attend the “no cost” 2nd Annual Orange County Financial Planning Day hosted by the Certified Financial Planner Board of Standards, Financial Planning Association , Foundation for Financial Planning and the U.S. Conference of Mayors on October 8th at Brandman University (Irvine campus). You can attend a number of workshops on various financial topics and meet one-on-one with financial experts to ask financial questions specific to your own situations...all at “no cost” with no strings attached! Help meet your life goals and get free personal financial planning!"
Saturday, October 8, 2011
10:00 am - 4:00 pm
Location
Brandman University
16355 Laguna Canyon Road, 1st Floor
Irvine, CA 92618
PARTICIPANT INFORMATION
The Financial Planning Association of Orange County will hold a free Orange County Financial Planning Day on Saturday, October 8 from 10:00 am to 4:00 pm at Brandman University, Irvine Campus where attendees will be able to meet one-on-one with dozens of professional financial planners to discuss personal finance questions, concerns and interests.
The advice 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 planners do not pass out business cards, marketing materials or sell products or services.
"I thought the one-to-one clinic was very well organized. They were all very helpful in answering our general questions on the various areas of financial planning."
Event Topics
Information and advice will be shared on a wide range of topics, including:
- GENERAL FINANCIAL PLANNING
Buying a Home - Debt Management
Building a College Fund - Savings Goals - SPECIAL CIRCUMSTANCES
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status - INVESTMENT PLANNING
Investment Strategies - Asset Accumulation
Generating Investment Income - RETIREMENT PLANNING
Building a Retirement Fund - 401(k) and 403(b)
Plans - IRA Accounts - Social Security - Medicare - INCOME TAX PLANNING
Tax 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 BENEFITS
Managing Health Insurance - Health Savings
Accounts - Pension Benefits
At the 2011 Orange County Financial Planning Day, attendees will have an opportunity to select from a series of 50-minute Educational Workshop presentations and benefit from expert information on key financial topics.
How the Financial Planning Day works
Orange County Financial Planning Day is a free event that provides the public with 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 each person's 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 to help you find the answers you need.
Footage from our previous events
At the Financial Planning Day, each volunteer is seated at a table that may also be designated for a specific financial planning topic. You decide what topic you’re interested in and you will be directed to the appropriate table. The financial planners will meet with only one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with.
Orange County 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:
- Make a list of questions you want answered. Check our topics page at www.FinancialPlanningDays.org/topics for some helpful hints.
- 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
No Selling and no Strings Attached!
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.
Participant Agreement
All Participants will be asked to sign this Agreement at the Event
The objective of the Financial Planning Days (Event) is to deliver free financial planning information and education to the American public. Financial Planning Days workshops and one-on-one meetings with a planner are for educational purposes only. The Financial Planning Days Consortium (Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning and United States Conference of Mayors) does not recommend or endorse individual professionals or services.
The professionals at the Event have volunteered to provide free general financial planning information. Any information, conversations or recommendations I may receive at the Event are for informational purposes only, and reliance on such is solely at my own risk. No client, representative or agent relationship is created by my participation in the Event.
By accepting this information without paying any costs or fees, I expressly agree to hold all individuals and parties associated with the Event harmless regarding any action I may ultimately decide to take in connection with the information, conversations, or recommendations I may receive. I, the undersigned, release the volunteer and the Financial Planning Days Consortium of any and all claims, actions, suits, proceedings, damages, liability, costs and expenses incurred as a result of any act or failure as a result of negligence or unauthorized actions in connection with activities at the Event.
Free Participant Registration
The 2011 Orange County Financial Planning Day will be held on October 8, 2011 and is free to all.
For interested participants, please click the button below to REGISTER:
VOLUNTEER INFORMATION
Pro Bono volunteers are needed for the Orange County Financial Planning Day on October 8th, 2011.
Come join your fellow professionals from around the Orange County area as local FPA members and CFP® professionals gather to participate in the Orange County Financial Planning Day on October 8th, 2011 from 10AM to 4PM at Brandman University.
Orange County Financial Planning Day (OC FPD) is an exciting way to reach the public with first-hand experience of the benefits of financial planning, and the format is simple – financial planners will volunteer to meet one-on-one with consumers to answer their financial questions. The event will also feature a series of 50-minute educational workshops on a wide range of financial planning topics, presented by financial planners.
We are looking for Pro Bono Volunteers to meet with Attendees spanning the myriad of topics relevant to our profession, including: Employee Benefits Planning, General Financial Planning, Estate Planning, Income Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, etc. If you have expertise in one or more of these areas, we NEED you!!
As a Pro Bono Volunteer, you can choose the morning 4-hour session (9AM to 1PM) or the afternoon 4-hour session (Noon to 4PM) or ALL Day...whatever fits your calendar! A complimentary lunch will be provided for "ALL Day" volunteers. Free parking is available to all.
Based on parameters set by our national partners, Pro Bono participation is open only to financial planners who either hold the CFP® certification and/or are members of the Financial Planning Association.
To register as a Pro Bono Volunteer at the OC FPD, please complete the online registration form by clicking the button below:
Pro Bono Boot Camp
Volunteers are required to complete the FPA's Volunteer Boot Camp presentation designed to train and prepare financial planners for the Financial Planning Day. The Boot Camp consists of an hour-long, online presentation and a brief exam testing your understanding of the material. CFP® professionals who successfully complete the Volunteer Boot Camp will receive one hour of Continuing Education credit from the CFP Board at no cost to the Volunteer.
After you register as a volunteer, it has to be approved, then you will receive an e-mail and password to log in and view the Boot Camp. You can take the Pro Bono Boot Camp webinar online at your conveneince, anytime prior to the OC FPD event by clicking here.
The benefits of participating in the OC FPD are plentiful
Increasing the recognition and the value of financial planning in the Orange County area and providing the public with the financial information they need at a time when many residents in our community are in urgent need of financial planning assistance due to the recent economic turmoil.
OC FPD is being organized by FPA OCC Members of the OC FPD Steering Committee in partnership with the CFP® Board, Financial Planning Association, the Foundation for Financial Planning, and the U.S. Conference of Mayors. The local event is part of the National Financial Planning Days initiative, a first-of-its kind effort involving city governments nationwide and thousands of financial planners in an effort to provide free financial education and programming to underserved populations throughout the U.S.
A complimentary lunch will be provided for full day volunteers, and free parking is available to all.
Event Location
Brandman University16355 Laguna Canyon Road, 1st Floor
Irvine, CA 92618
For more information about the Orange County Financial Planning Day, visit www.FinancialPlanningDays.org or contact Heena Shah, Co-Chair of the Pro Bono/Community Outreach Committee for the FPA Orange County Chapter.
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