In today’s uncertain economy, planning for your financial future is more important than ever. Don’t miss this opportunity for a free, private consultation on financial issues that matter to you with highly qualified CERTIFIED FINANCIAL PLANNER™ professionals.
In addition to one-on-one consultations, there will be workshops on a variety of financial topics throughout the day. Stay as little or as long as you’d like.


It’s all free. Bring a friend!

Pasadena

Financial Planning Day


Free one-on-one personalized financial advice.

Free financial workshops!

No Strings attached.

TOPICS

Budgeting

Credit and debt

Investing

Retirement

Taxes

Home ownership

Estate planning

Insurance

Employee benefits

Education savings

Small business

​and many more

Ready or not,

the future is coming.


BE READY.


Saturday, October 27, 2018

Pasadena Senior Center

85 E. Holly St.

Pasadena, CA 91103


Agenda

10:00 am - Registration Begins
10:30 am - Opening Remarks
10:45 am to 2:00 pm - One on One Consultations


Workshop Schedule 

10:45 am - Avoiding the Avalanche of Student Loan Debt

11:30 am - Impact of 2018 Tax Changes on Californians

12:45 pm - How to Invest Your 401K

1:30 pm - Avoiding the 3 Biggest Retirement Planning Mistakes 


Parking:


Street parking throughout Old Town Pasadena.

Pasadena Senior Center parking lot on first come first serve basis. 

Free parking w/ validation in structure at Holly & Arroyo.


BROUGHT TO YOU BY                                                                     AND THE FOLLOWING NATIONAL NON-PROFIT PARTNERS