# Event Details

- **Event Name**: Bay Area Financial Planning Day
- **Event Start and End Date**: Sat, 18 Oct, 2025 at 10:15 am
- **Event Description**: 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
- **Event URL**: https://allevents.in/san-francisco/bay-area-financial-planning-day/200028967380922
- **Event Categories**: workshops, meetups, it, calendar
- **Interested Audience**: 
  - total_interested_count: 9

## Ticket Details

- **Ticket URL**: https://sfpl.org/events/financial-planning?utm_source=AllEvents.in&utm_medium=event-discovery-platform&utm_campaign=san+francisco-events

## Event venue details

- **city**: San Francisco
- **state**: CA
- **country**: United States
- **location**: Main Library - 100 Larkin St, San Francisco, CA, United States, California 94102
- **lat**: 37.79079
- **long**: -122.41904
- **full address**: Main Library - 100 Larkin St, San Francisco, CA, United States, California 94102

## Event Organizer details

- **affiliate_id**: 2
- **organizer**: San Francisco Public Library (https://allevents.in/org/san-francisco-public-library/26007204)

## Event gallery

- **Alt text**: banner
  - **Image URL**: https://cdn-az.allevents.in/events2/banners/563e020c19a14b3208d5fbdf1dbd39b6a140672bba42c3829b30747c356bf30f-rimg-w960-h480-dc315b5e-gmir?v=1760277861
- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events2/banners/380095eeb4ac4b352394e76f06fd8f70e06fbebea7892a9f9037819503eeb042-rimg-w300-h300-dc315c5f-gmir?v=1760277861

## FAQs

- **Q**: When is the event happening?
  - **A:** Sat, 18 Oct, 2025 at 10:15 am
- **Q**: Where is the event happening?
  - **A:** Main Library - 100 Larkin St, San Francisco, CA, United States, California 94102
- **Q**: Who is organizing the event?
  - **A:** San Francisco Public Library
- **Q**: What type of event is this?
  - **A:** workshops, meetups, it, calendar
- **Q**: Where can I find ticket details about Bay Area Financial Planning Day ?
  - **A:** You can find ticket details about this event on AllEvents.

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