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  • Saturday, April 14th
  • 9am-12pm (Registration at 8AM)
  • Barry Hall • Downtown Fargo
  • Free event

Please join us for the 2nd annual Financial Planning Day event hosted at Barry Hall Downtown Fargo on Saturday, April 14th starting at 9am. Financial Planning Day is a day dedicated to getting your financial and future plans in place. We're putting some of the region's best financial planners, insurance providers and professionals right in front of you. This day is 100% free for you and will include workshops and classes catered to your questions and needs; and the opportunity to schedule one-on-one planning meetings with some of the best financial planners and CPAs our community has to offer. This event is geared towards the young professional to the newly retired. Space is limited so please make sure you claim your spots.

PARTNERS

2018/04/14 10:00:00

SCHEDULE

Registrations begins at 8am with the sessions starting at 9am. Certified Financial Planner(TM) professionals will be onsite to provide one-on-one consultations.

Sessions

Budgeting 101: Life’s Balancing Act with Carrie Johnson

9:00 am

Carrie Johnson from NDSU will cover the basics of creating and maintaining a household or personal budget, including why to create one, how to create one and, most importantly, how to stick to one.  Also addresses the issue of debt – how to manage it and ways to begin eliminating it.

Estate Planning: What Everyone Needs to Know with Jessica Foss

9:00 am

Jessica Foss from Fredrikson & Byron will cover key elements of estate planning, basic tools such as wills and trusts, and why having a plan is key.

2018 - Legal Planning For Your Future with Susan Johnson-Drenth

10:00 am

Susan is an attorney from JD Legal Planning and will dive in deeper on Estate Planning as it relates to protecting your assets, Medicaid, gifting, and what traps to avoid.    Susan will help you understand what happens in the event of incapacitation and help navigate the maze of asset protection planning, Wills, Powers of Attorney, probate avoidance and taxes.

Higher Education Funding Strategies

10:00 am

Ryan Keel from CollegeSmart will discuss Financial Aid, merit aid, and other ways families can save on the cost of a college education.

Social Security Retirement Planning with Patty Hoffman

11:00 am

Patty from the Social Security Administration will discuss Social Security eligibility, timing strategies, Medicare and the future of Social Security.

Home Buying 101 with Joshua Huffman

11:00 am

Josh from the Village Family will discuss first time home-buying and the steps you can take to successfully navigate the home-buying process