• Orange County Financial Planning Day

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    Name: Orange County Financial Planning Day
    Date: October 14, 2017
    Time: 8:00 AM - 1:00 PM PDT
    Event Description:
    Orange County Financial Planning Day is organized by the Financial Planning Association of Orange County in partnership with OC Treasurer, Shari Freidenrich, and is part of Financial Planning Days national initiative to provide free financial education and programming to people across the country. The idea of Financial Planning Day can be traced back to the 2010 Conference of US Mayors. Since then, the idea has grown nationally, and serves thousands of individuals and families each year that otherwise would not have considered seeking the services of a Certified Financial Planner. At the event, experts from the FPA of Orange County and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals will be stationed at tables and will meet with attendees one-on-one to offer free personalized advice on a variety of financial topics. The event will also feature a series of free classroom-style workshop presentations addressing key financial planning topics, including: Fraud, Credit Reports, Estate Planning, Basic financial planning, Medicare and Social Security For more information: OCFinancialPlanningDays.org
    Vanguard University - 55 Fair Drive, Costa Mesa, Vanguard University - 55 Fair Drive, Costa Mesa, Free. Free workshops, Free one-on-one consultations with highly qualified Certified Financial Planners
    Location:
    Vanguard University - 55 Fair Drive, Costa Mesa
    Date/Time Information:
    10/14/2017 - 8:00 am - 1:00 pm
    Contact Information:
    Fred Jin - Chairperson, Community Outreach, Financial Planning Association of Orange County - 949-433-1860
    Fees/Admission:
    Free. Free workshops, Free one-on-one consultations with highly qualified Certified Financial Planners