October 22, You can discuss your personal finance questions, concerns, and interests. It's a great opportunity to talk to an expert about your financial issues. The financial planners can answer your questions about:.
You can talk to a financial planner one-to-one or as a couple. You can speak to someone in English, Spanish or Chinese. Local nonprofits will talk about understanding credit and how to get started with your budget.
There are no strings attached. Financial planners volunteer their time. They will not pass out business cards, marketing materials or sell you products or services. We help to Bay Area residents each year. The financial planners can answer your questions about: budgeting debt management retirement planning investment strategies income taxe insurance You can talk to a financial planner one-to-one or as a couple.
Workshops We're running workshops on many topics, including: saving and paying for college planning with student loans tax planning investing basics marriage financial planning Local nonprofits will talk about understanding credit and how to get started with your budget. Partner agencies SF Library.
