Schools

Free Financial Planning Day

We’ve all heard that there’s no free lunch, but in these challenging economic times, Stamford-area residents will be able to get free financial planning advice and guidance from professional financial
planners at Stamford Financial Planning Day. The event will be held on Saturday, April 30, 2011, at UCONN Stamford from 9am – 3pm and will feature experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise to work with local residents one-on-one to address important financial issues.

The day will open with a keynote address from Stacey Tisdale. Ms. Tisdale has reported on business and financial issues for more than 15 years and is the author of the book, The True Cost of Happiness: The Real Story Behind Managing Your Money. Ms. Tisdale will teach us how to use money to support the grandest vision we have of ourselves.

Financial planners will be set up at their own tables to meet one-on-one with attendees to answer questions on budgeting, getting out of debt, income taxes, dealing with mortgage foreclosures, paying for college, estate planning and insurance, among many other topics. The advice will be offered on a “no strings attached” basis and planners will not give out business cards or sell financial products or services.

The event will also feature a series of classroom-style workshops addressing key personal finance topics, including:

• Take Charge of Your Credit Rating (Credit/Debt Management);
• Managing Your Money in Hard Times;
• Real World Retirement Planning;
• Investing Basics; and
• Why We All Need a Will

Free online registration for the Stamford Financial Planning Day is available at www.FinancialPlanningDays.org/Stamford, or by calling 1-877-861-7826. Walk-ins are also welcome.

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