Annual Bay Area Financial Planning Day
About this Event
Welcome to the annual Bay Area Financial Planning Day! Join us on Sat, Oct 24th, 2026 at 10:00 AM for a day filled with expert advice on managing your finances. Come to San Francisco Financial Planning Day and get free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ professionals. CERTIFIED FINANCIAL PLANNER™ professionals are volunteering to offer free, one-on-one counseling.
Whether you're looking to save for the future, plan for retirement, or need help managing debt, this event is perfect for you. Our knowledgeable speakers will cover a range of topics to help you make informed decisions about your money.
Register now to keep informed on this year's workshops and to reserve a spot in October for free, one-on-one financial counseling. 1:1 sessions will be offered in person at the San Francisco Main Public Library.
Closed Captioning will be available.
For questions about the program or help registering, contact [email protected]. For accommodations (such as ASL or language interpretation), call (415) 557-4400
Agenda
🕑: 10:00 AM - 05:00 PM
1:1 Financial Planning Sessions with a CERTIFIED FINANCIAL PLANNER™
Info: Meet in-person at the Main Library with a CERTIFIED FINANCIAL PLANNER™ for free, objective, no-strings-attached one-on-one financial counseling. Work together to identify your goals and plan for success. Sessions are available on a first come, first served basis on the day of the event, or by registering in advance via the scheduling link sent via Eventbrite a week before the event.
🕑: 10:15 AM - 11:45 AM
Diving Into Investments
Host: Jenny Coffey Smith
Info: Whether you're building your first portfolio or fine-tuning a lifetime of investments, join three Certified Financial Planners for a candid conversation on what actually works. We'll cover asset allocation, the behavioral habits that make or break returns, stocks vs. bonds, and where alternatives like REITs, commodities, and crypto fit — if at all — in a well-built plan. (Hybrid: Zoom and In-Person) Link: https://sfpl-org.zoom.us/webinar/register/WN_O07HUlOKS7OqPhXekU_BIQ#/registration
🕑: 11:55 AM - 12:35 PM
Property Tax Basics and Intergenerational Transfers
Host: Joaquín Torres
Info: Presented by San Francisco Assessor-Recorder Joaquín Torres. Assessor Torres will discuss property tax topics, changes in State law, and how the Office serves you, whether you're a homeowner or not. This workshop is available in-person only.
🕑: 12:45 PM - 02:15 PM
Tax Update
Host: Larry Pon
Info: Tax laws keep changing and being refined. Come learn about the latest trends and topics in taxes from Larry Pon, a local expert who has been sharing his wisdom at Financial Planning Day for more than a decade. (Hybrid: Zoom and In-Person) Link: https://sfpl-org.zoom.us/webinar/register/WN_bVtbx5RQS4Wr6U6fUrG4gw#/registration
🕑: 02:25 PM - 03:05 PM
Economic Justice Programming from the SF Treasurer’s Office
Host: Mandy Ngu
Info: The Economic Justice Center is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming, including Kindergarten to College, SF Financial Counseling, StopScamsSF, and the Fine and Fee Discounts. This workshop is available in-person only.
🕑: 03:15 PM - 04:45 PM
The Misunderstood B-word
Host: Serene Lau
Info: Budgeting has a reputation problem. People hear that b-word and think "no more fun!" But we’re going to flip that script.
In this session, we’ll make “cents” of it all. Come learn the foundations for building a budget, tips on organizing your money, and see how this often misunderstood b-word can actually empower you to fund what truly matters (including those fun things!). (Hybrid: Zoom and In-Person) Link: https://sfpl-org.zoom.us/webinar/register/WN_5xThGXpLQpaI6x9GaENRAA#/registration
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
