Financial Planning Day: Free Workshops and One-on-One Counseling
Attend workshops on investing, taxes, property transfers, and budgeting, or book one-on-one counseling with a CFP professional.
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San Francisco Main Library atrium, archival photograph from 2013. This shows the host building, not a listed 2026 event or its specific room.
Details to plan before you go
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In-person workshops take place in Koret Auditorium with no registration required and first-come seating. Register separately for the specific workshop to attend on Zoom. The event page's Register button opens the free registration page. Choose a workshop or counseling, then confirm how to attend.
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One-on-one counseling takes place in the Main Library's Latino/Hispanic Meeting Room. Registration closes at midnight on Thursday, October 22; walk-ins may be accommodated, but a counseling slot is not guaranteed.
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Workshops: investing 10:15–11:45; property tax and intergenerational transfers 11:55–12:35; tax update 12:45–14:15; economic justice resources 14:25–15:05; budgeting 15:15–16:45.
Venue · SF Main Library · 100 Larkin Street, San Francisco, CA 94102
For · Adults / Everyday skills