Save the Date:

 
October 14, 2017
Add to Calendar 10/14/2016 09:00AM 10/14/2016 02:00PM Orange County Financial Planning Day One-On-One Consultations are with experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. It’s all free; no selling occurs. Stay as little or as long as you’d like. Huntington Beach Central Library (Lower Level) FPA Orange County false MM/DD/YYYY


Watch for more details coming soon!

   

About the Event

One-on-one consultations are available with experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. It’s all free; no selling occurs. Stay as little or as long as you’d like.

How to Prepare

A little preparation can help you get the most out of your experience at Financial Planning Day. Here are a couple of tips to help you prepare:

1.

  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.
     

For additional resources and information about FPA Orange County, go to:

www.FPAOC.org/Consumer.htm

Or call 877-622-3729


Volunteer Here Soon!

Would you like to volunteer at this year’s OC Financial Planning day?
If so, please click the button below to register:



Los Angeles Financial Planning Day

When:

  October 28, 2016

Time:

  TBD

Where:

  Los Angeles Central Library
630 W 5th St
Los Angeles, CA
   

Registration Coming Soon!