Bay Area Financial Planning Day
Schedule
Sat, 18 Oct, 2025 at 10:15 am
UTC-07:00Location
Main Library - 100 Larkin St, San Francisco, CA, United States, California 94102 | San Francisco, CA
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Take Control of Your Finances Today!Join us for a full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium and be livestreamed on Zoom.
This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.
This year’s workshops include presentations on investing, updates to get you ready for tax season and behavioral finance.
Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER™ by registering here! One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.
https://sfpl.org/events/financial-planning
📊 Diving Into Investments
10:15–11:45 a.m. | In person & on Zoom
Learn about asset allocation, investing in stocks & bonds, and alternatives such as REITs, commodities & crypto.
Panelists: Jenny Coffey Smith, MSAPF, CFP®; Cynthia Flannigan, CFP®; Deirdre Hegarty, CFP®
💸 Economic Justice Programming from the SF Treasurer’s Office
11:55 a.m.–12:35 p.m. | In person only
Discover free programs advancing economic justice & financial inclusion — Kindergarten to College, SF Financial Counseling, and the Financial Justice Project.
Presenter: Andrea Yee, Office of Financial Empowerment
🧾 What 2025 Tax Reform Means to You
12:45–2:15 p.m. | In person & on Zoom
Review tax law changes taking effect in 2025 & 2026, and learn moves to prepare now.
Presenter: Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP
🏡 Property Tax Basics & Intergenerational Transfers
2:25–3:05 p.m. | In person only
Presenter: Joaquín Torres, San Francisco Assessor
🧠 Behavioral Finance: How to Bring Your Best Instincts to Your Plan
3:15–4:45 p.m. | In person & on Zoom
Explore research on economic decision-making & discover strategies to overcome biases for smarter choices.
Presenter: Heather C. Liston, CFP®, EA
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Where is it happening?
Main Library - 100 Larkin St, San Francisco, CA, United States, California 94102Event Location & Nearby Stays:
