Free Chicago Financial Planning Day 2017
Harold Washington Library Center, 400 S. State Street, Check in at First Floor Lobby; programs in the Lower Level (312) 747-4300. Register here or Registration is also available at the Library on Oct. 14. Availability is first come, first serve.
Meet one-on-one with qualified volunteer Certified Financial Planner™ professionals to discuss your personal finance questions, concerns and interests.
In addition to the free one-on-one consultations, with Certified Financial Planners, there will be a series of informative classroom workshops presented by top financial planners on a wide range of financial topics. Stay as little or as long as you’d like. Topics covered include debt management, retirement planning, investment strategies, and insurance among the many others!
|10:00 am – 2:00 pm||Registration Open|
|10:00 am – 10:10 am||Welcome and Overview|
|10:10 am – 10:50 am||Planning for Retirement in Challenging Times –Mark Miller, Journalist, Author, and Nationally-recognized Expert on Retirement and Aging|
|10:15 am – 2:00 pm||One-on-One Sessions with Certified Financial Planner™ professionals|
|11:00 am – 11:50 am||Real World Retirement Planning|
|11:00 am – 11:50 am||Protect What’s Yours – Avoid Falling for an Empty Pitch|
|12:00 pm – 12:50 pm||Investing Basics – 20 Tips for Becoming a Smart Investor|
|12:00 pm – 12:50 pm||Forging Your Financial Future|
|1:00 pm– 1:50 pm||Budgeting 101: A Balancing Act|
|1:00 pm – 1:50 pm||Tax Planning in a Changing World|
How to Prepare
- Make a list of questions you want answered. Refer to the Financial Planning Topics to learn more about topics and questions you can address with financial planners.
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, including customizable financial planning worksheets, refer to the Resources page.