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
If you are going to use a financial planner, make sure that they are certified and also ask about any commissions they may recieve on the products that they recommend