

# Event Details

- **Event Name**: Annual Bay Area Financial Planning Day
- **Event Start and End Date**: Sat, 24 Oct, 2026 at 10:00 am – Sat, 24 Oct, 2026 at 05:00 pm (-07:00)
- **Event Description**: Join us for a day of financial planning tips and tricks at the Annual Bay Area Financial Planning Day on October 24th!About this EventWelcome 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 busscitech@sfpl.org. For accommodations (such as ASL or language interpretation), call (415) 557-4400 Agenda🕑: 10:00 AM - 05:00 PM1:1 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 AMTopic 1🕑: 11:55 AM - 12:35 PMProperty Tax Basics and Intergenerational TransfersInfo: 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 PMTopic 2🕑: 02:25 PM - 03:05 PMEconomic Justice Programming from the SF Treasurer’s OfficeInfo: 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 PMTopic 3
- **Event URL**: https://allevents.in/san-francisco/annual-bay-area-financial-planning-day/100001987709133526
- **Event Categories**: workshops, it, volunteering
- **Interested Audience**: 
  - total_interested_count: 0
- **Event Highlights**: 
  - Duration: 7 hours
  - Location: 100 Larkin St
  - Languages: English

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: San Francisco
- **state**: CA
- **country**: United States
- **location**: 100 Larkin St
- **lat**: 37.7789562
- **long**: -122.4158888
- **full address**: 100 Larkin St, 100 Larkin Street, San Francisco, United States

## Event gallery

- **Alt text**: Annual Bay Area Financial Planning Day
  - **Image URL**: https://cdn-az.allevents.in/events4/banners/a98d4f56498d6ed7a1815c00ba08eedf98e8366156a2f440fec20fed248cc31c-rimg-w1200-h624-dcebebeb-gmir.jpg?v=1776654391

## FAQs

- **Q**: When and where is Annual Bay Area Financial Planning Day being held?
  - **A:** Annual Bay Area Financial Planning Day takes place on Sat, 24 Oct, 2026 at 10:00 am to Sat, 24 Oct, 2026 at 05:00 pm at 100 Larkin St, 100 Larkin Street, San Francisco, United States.
- **Q**: Who is organizing Annual Bay Area Financial Planning Day?
  - **A:** Annual Bay Area Financial Planning Day is organized by Financial Planning Association of San Francisco.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Annual Bay Area Financial Planning Day is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in San Francisco, this event is thoughtfully curated to deliver a standout experience worth every moment. If Annual Bay Area Financial Planning Day sounds like your kind of event, don't wait - spots fill up fast.

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