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Orange County Financial Planning Day
Date and Time
Saturday Oct 14, 2017
8:00 AM - 1:00 PM PDT10/14/2017 - 8:00 am - 1:00 pm
Location
Vanguard University - 55 Fair Drive, Costa Mesa
Fees/Admission
Free. Free workshops, Free one-on-one consultations with highly qualified Certified Financial Planners
Contact Information
Fred Jin - Chairperson, Community Outreach, Financial Planning Association of Orange County - 949-433-1860
Send EmailOrange County Financial Planning DayDescription
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
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