Events › Financial Planning Day: One-on-One Consultations @ Saratoga Library

April 13, 2024 is Financial Planning Day at Saratoga Library. Here's the agenda:

• 2 to 3 PM: Tax Planning for Everyone Workshop with Lawrence K.Y. Pon. Open to all in the Community Room, Registration not required.
• 3 to 5 PM:  One-on-One Financial Planning Consultations with a Certified Financial Planner™
  from the Financial Planning Association of Silicon Valley. There are limited spots per 30-minute time slot. You must register to secure a spot. 

This registration form is for the 4:30 to 5:00 PM time slot.  Please do not sign up for multiple consultations. One registration per person or couple.

A variety of questions related to budgeting, college planning, retirement, tax planning, estate planning, and more can be addressed. Bring your questions. Members of the FPA of Silicon Valley assist the community by providing complimentary one-on-one financial planning advice at local libraries.