Omaha Financial Planning Day - October 23

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Financial stability is one of the three building blocks for a good life.  The good news is:  free financial planning help from the experts is just around the corner!

 

In today’s uncertain economy planning for you financial future is more important than ever. If you have financial questions or concerns or would like to learn how to better manage your finances, City of Omaha invites you to Omaha Financial Planning Day, where you’ll have an opportunity to receive free, personalized, confidential answers from professional financial planners. The event will be held on Saturday, October 23, 2010.

Event Location:

Metropolitan Community College Elkhorn Campus, North 204th Street & West Dodge Road: 9am-Noon

Metropolitan Community College South Campus, 2909 Edward Babe Gomez Ave: 1pm-4pm


Omaha Financial Planning Day is organized in partnership with City of Omaha, Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors. The event is part of the national Financial Planning Days initiative, a first-of-its-kind initiative involving city governments nationwide and thousands of financial planners, in an effort to help consumers better manage and plan their personal finances.

The advice will be provided by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. Volunteering planners will be stationed at tables and will meet with you one-on-one to offer advice and information tailored to your situation. Volunteers will not be selling products or services, or giving out business cards. Come as you are, or come prepared with any financial paperwork related to your questions. And, you can consult with as many different financial planners as you need.

The event will also feature a series of free classroom-style workshop presentations addressing key financial planning topics, including:

• General Financial Planning like buying a home, debt management, building a college fund or savings goals
• Special Circumstances like a job loss or change in marital status
• Investment planning
• Income Tax Planning
• Estate Planning including importance of making a Will
• Insurance Planning


PLEASE NOTE:  

Walk-ins are welcome, but admission will be granted first to those who have registered online at www.financialplanningdays.org/omaha

 

 

 

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