• Marin Financial Planning Day

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    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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    Location:
    Marin Center Exhibit Hall
    10 Avenue of the Flags (East End)
    San Rafael
    Date/Time Information:
    Saturday, November 2
    10:00am-3:00pm
    Fees/Admission:
    Free
    Walk-ins welcome
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