Portland Financial Planning Day – a free personal finance event

City of Portland, CASH Oregon, and the Financial Planning Association of Portland invite you to attend Portland Financial Planning Day on Saturday, October 22, 2011 from 10:00 am to 4:00 pm at the Portland Building, 1120 SW 5th Avenue, 2nd floor, where you’ll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached – volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

You may seek information and advice on a wide range of topics, including:

GENERAL FINANCIAL PLANNING
Buying a Home – Debt Management
Building a College Fund – Savings Goals
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SPECIAL CIRCUMSTANCES
Job Loss and Job Change – Foreclosure Assistance
Change in Marital Status
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INVESTMENT PLANNING
Investment Strategies – Asset Accumulation
Generating Investment Income
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RETIREMENT PLANNING
Building a Retirement Fund – 401(k) and 403(b) Plans
IRA Accounts – Social Security
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INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions – Small Business Taxation
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ESTATE PLANNING
Building an Inheritance – Wills and Trusts
Estate Tax Strategies
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INSURANCE PLANNING
Life Insurance Coverage – Disability Insurance
Long-term Care Planning
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EMPLOYEE BENEFITS
Managing Health Insurance – Health Savings Accounts
Pension Benefits
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In addition to personalized advice, Portland Financial Planning Day will also feature a series of classroom-style 50-minute Educational Workshops