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
______________________________________
SPECIAL CIRCUMSTANCES
Job Loss and Job Change – Foreclosure Assistance
Change in Marital Status
______________________________________
INVESTMENT PLANNING
Investment Strategies – Asset Accumulation
Generating Investment Income
______________________________________
RETIREMENT PLANNING
Building a Retirement Fund – 401(k) and 403(b) Plans
IRA Accounts – Social Security
______________________________________
INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions – Small Business Taxation
______________________________________
ESTATE PLANNING
Building an Inheritance – Wills and Trusts
Estate Tax Strategies
______________________________________
INSURANCE PLANNING
Life Insurance Coverage – Disability Insurance
Long-term Care Planning
______________________________________
EMPLOYEE BENEFITS
Managing Health Insurance – Health Savings Accounts
Pension Benefits
______________________________________

In addition to personalized advice, Portland Financial Planning Day will also feature a series of classroom-style 50-minute Educational Workshops