Rob Bonta is hosting a day of free financial planning to help you and your family better understand and plan for a successful financial future.  Whether you need guidance with basic financial planning or more specialized advice on retirement, investments, estate planning, tax issues, insurance, employee benefits, or other financial issues, certified financial planners and experts will be available to assist you.  

Do you need help with planning for your or your children's education? Are you struggling with debt and mortgage payments? Do you need advice on how to wisely invest your money? Do you have questions about estate planning? 

Please attend this day-long clinic to have these and other specific financial questions addressed by professional financial planners. These planners are volunteering their time and expertise to provide unbiased financial planning information. Participants can receive as many private consultations or attend as many educational workshops as they like.

Saturday, October 5, 2013
9 a.m. to 4 p.m.

Oakland City Hall
1 Frank H. Ogawa Plaza
Oakland, CA

external link


In the News