Financial Planning Day

 financial-planning-day-video Watch the Financial Planning Day of Colorado Video


Financial Planning Day of Colorado - Certified Financial Planners giving Free Advice!

4th Annual Denver Financial Planning Day

October 5, 2013: 9 AM - 2 PM
Metro State University- Auraria Campus, Administration Building

Want to attend as a consumer, Register NOW!


View the financial Planning Day video from last year to learn more.

Can't Attend? We've Got You Covered In Two Ways!

1. Use your mobile phone, or your land line and just dial 1-855-511-2233 anytime from 9 am-2 pm on October 5th and you will be connected right to a planner.

2. Login to the classes on the Internet through a webinar link that you will find here on the day of the event.

Here is a listing of the classes to be held at Financial Planning Day:

1. Introduction to the building blocks of a solid financial foundation.

2. Budgeting and Savings Made Simple – Learn realistic tools you can use today

3. Improve your credit score and reduce your debt

4. Teens/Young Adults‐Prepare to leave "The Bank of Mom or Dad"

5. Investments‐Where to begin with stocks, bonds, mutual funds

6. College‐Programs to save for college and find scholarships

7. Retirement‐How much money do you need,& what type of account do you put it in?

8. Topics for Women – Empowering women to become confidant financial decision makers

9. Topics for Seniors‐Spending & Saving Wisely

10. Students‐How to Avoid Defaulting on Student Loans

What Makes Financial Planning Day Special?

So many people think that you have to have a lot of money to need a financial planner but really, a financial planner helps you understand the best financial path to take with what you have today. A financial planner can help answer financial questions that everybody has such as

  • what hidden fees and charges can lurk in investments and bank accounts
  • how to evaluate and manage credit and debit cards
  • whether your homeowners and auto policies are adequate and how to compare choices
  • should you refinance your mortgage and which choice makes sense for you
  • whether your current wills and legal documents will accomplish what you want
  • if your life and disability insurance is adequate
  • best places to keep an emergency fund
  • what strategies you may be able to use to reduce taxes since they may be going up
  • how much risk you are really taking in your investments

Employees may want to know:

  • what employee benefits I should sign up for
  • which 401k choices are best for me
  • what should I do if I'm facing unemployment

People approaching or in retirement may have questions on:

  • what age should I start taking social security benefits
  • how much do I need to have saved to retire safely
  • how can I make sure my money will last
  • what do I need to know about medicare choices

In other words, if it is related to financial issues, a financial planner can help you understand, interpret and evaluate your choices. Of course you need to provide them the information about your situation so they can give you accurate information. Some of these questions need quite a bit of information, and others just a few pieces that you know off the top of your head. The Financial Planning Day website will give you guidance on information you will need to provide.

What's special about this opportunity is no one will try to sell you anything, you don't need an appointment and you can ask the questions that are important to you.

AdvisorOne article on Financial Planning Day

4th Annual Denver Financial Planning Day

October 5, 2013
Metro State University- Auraria Campus, Administration Building