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Columbus Financial Planning Day

Columbus Financial Planning Day took place on Wednesday, October 9, 2013. We want to thank all of the attendees and volunteers who participated. More information about the event is available below.

City of Columbus and the Financial Planning Association of Central Ohio invite you to attend Columbus Financial Planning Day on Wednesday, October 9, 2013 from 3:00 pm to 7:00 pm at the Columbus Metropolitan Main Library, 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'll able to 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, Columbus Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.





3:00 pm:                                               Public registration opens

 

3:00 pm – 7:00 pm:                               Ask-a-planner clinic

 

Workshops

3:30 pm, 4:45 pm, 6:00 pm:                  College Planning, Managing Credit and Debt Wisely,
                                                            Protect Yourself: Legal Documents Everyone Should Consider,
                                                            and Social Security & Medicare Planning




Columbus Financial Planning Day is a free event where you'll have an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to your unique situation. All financial planners at the event are either CFP® professionals and/or members of the Financial Planning Association, and are highly qualified to discuss your financial issues and help you find the answers you need.

View footage from previous Financial Planning Days:

Columbus Financial Planning Day is a free event where you'll have an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to your unique situation. All financial planners at the event are either CFP® professionals and/or members of the Financial Planning Association, and are highly qualified to discuss your financial issues and help you find the answers you need.

 

At the Financial Planning Day, each volunteer is seated at a table. Volunteers will meet with one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with. Concurrent with one-on-one consultations, the event will feature a series of classroom-style presentations addressing key personal finance topics.

Columbus Financial Planning Day is a user-friendly event. Just show up with your questions and you'll be sure to leave with useful information. But a little preparation can go a long way to help you get the most out of your experience at the event. Here are a couple of tips to help you prepare:

  1. Make a list of questions you want answered. Learn more about financial planning topics and the questions you can address with financial planners at www.FinancialPlanningDays.org/topics.

  2. Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, visit www.FinancialPlanningDays.org/resources.

 

Online registration for Columbus Financial Planning Day is now closed. You can still attend by simply registering onsite at the event. Walk-in registration is free.

Information provided by financial planners at the Financial Planning Day is free and tailored to your needs. The volunteer financial planners are not allowed to sell products and services or hand out business cards or marketing materials. In other words, there are no strings attached.

The objective of the Financial Planning Day is to help people experience first-hand how financial planning can improve their lives and bring the expertise of professional financial planners to people who may not normally have access to reliable and ethical financial planning information.

Any attendee who wishes to follow-up with a volunteer financial planner will have access to the volunteer’s name and contact information in the information package provided at registration.





Columbus Financial Planning Day will be held at the Columbus Metropolitan Main Library.

Columbus Metropolitan Main Library
96 S. Grant Avenue
Columbus, OH 43215





Parking:
The Main Library is located across from Grant Hospital. Parking in the garage on Library Park North is free the first hour, and then ranges from 50 cents to $1.00 per hour up to a daily maximum of $10.00.

Bus Route Information:
  • Bus Route 02 (E Main St./N High St): Get off at E Main St. and S Grant Ave., and walk north on S Grant.
  • Bus Route 10 (E. Broad St./W. Broad St): Get off at E. Broad St. and Grant Ave., and walk south on S. Grant.
  • Bus Route 11 (Oak-Bryden/St Clair): Get off at Oak St. and S Grant Ave., and walk south on S Grant Ave.
For detailed bus route information visit
COTA.com.

Click here for Google Map Transportation Directions.



Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.
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