Portland Financial Planning Day - a free personal finance event on Sat, 10/22

City of Portland, CASH Oregon, and the Financial Planning Association of Portland invite you to attend Portland Financial Planning Day on Saturday, October 22, 2011 from 10:00 am to 4:00 pm at the Portland Building where you'll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached - volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

You may seek information and advice on a wide range of topics, including:

GENERAL FINANCIAL PLANNING Buying a Home - Debt Management  Building a College Fund - Savings Goals ______________________________________ SPECIAL CIRCUMSTANCES Job Loss and Job Change - Foreclosure Assistance  Change in Marital Status ______________________________________  INVESTMENT PLANNING Investment Strategies - Asset Accumulation  Generating Investment Income  ______________________________________  RETIREMENT PLANNING Building a Retirement Fund - 401(k) and 403(b) Plans  IRA Accounts - Social Security ______________________________________

INCOME TAX PLANNING Tax Reduction Strategies  Charitable Contributions - Small Business Taxation ______________________________________ ESTATE PLANNING Building an Inheritance - Wills and Trusts  Estate Tax Strategies ______________________________________ INSURANCE PLANNING Life Insurance Coverage - Disability Insurance  Long-term Care Planning ______________________________________ EMPLOYEE BENEFITS Managing Health Insurance - Health Savings Accounts  Pension Benefits ______________________________________

In addition to personalized advice, Portland Financial Planning Day will also feature a series of classroom-style 50-minute Educational Workshops