Financial Planning Day: Free Workshops and One-On-One Advice on November 7

Trying to get a handle on your finances, but worried that an expert will try to sell you something? Check out Financial Planning Day on Saturday, November 7, 2026, from 9:30 a.m. to 3 p.m. in Arvada. This FREE public event gives you an opportunity to address your personal finance questions privately with professional financial planners who can help you find the answers you need. There’s no sales pitch, no judgement.

Photo source: Depositphotos

CERTIFIED FINANCIAL PLANNERS® (CFP) volunteer their time and expertise to offer personalized advice and to present classroom-style educational workshops addressing key personal finance topics.

The advice and information is FREE. There will be no sale of products or services, no strings attached and no one will follow-up with you afterwards… promise!

A typical CFP® charges anywhere from $200 to $500 an hour, so attending Financial Planning Day is a great deal!

Financial Planning Day is designed to make professional financial planning accessible to more people, whether you know you need help but don’t know where to start or for those who worry they can’t afford professional help.

Photo: Financial Planning Association Colorado

There will be 30-minute one-on-one consultations where you will have a chance to meet with a local CERTIFIED FINANCIAL PLANNER® for guidance on specific financial questions or concerns.

There will also be 45-minute educational workshops led by specialists. You can choose from among three starting at the top of each hour and several are repeated during the day.

Here’s the workshop schedule

10 a.m. to 10:45 a.m.

• Medicare
• Avoiding Scams & ID Theft
• Estate Planning

11 a.m. to 11:45 a.m.

• Social Security: Getting the Most Out of Your Benefits
• First-time Home Buying
• Investment Basics

12 p.m. to 12:45 p.m.

• Making Retirement a Reality
• Women & Money
• Psychology of Money

1 p.m. to 1:45 p.m.

• Investment Basics
• A Strategy for Young Investors
• Establishing Good Budgeting Habits

2 p.m. to 2:45 p.m.

• Psychology of Money
• Making Retirement a Reality
• Social Security: Getting the Most Out of Your Benefits

Photo: Financial Planning Association Colorado

What Is a Financial Planner?

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Those who carry the CFP® distinction have met rigorous qualifications for financial planning.

As part of their certification, CFP® commit to high ethical standards. What’s more, a CFP® must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP®.

Why Should I Consider One?

Financial planning can help you reach your goals throughout your life—whether you want to buy a house, save for your kids’ college, live a fulfilling retirement, leave a legacy for your children or make a difference for a charity.

A CERTIFIED FINANCIAL PLANNER® can help you set your goals, provide a roadmap to reach them, and be your guide to the special tools and strategies that can help you get there.

They can help you set your financial priorities when you have competing needs for limited money—such as juggling saving for your kids’ education costs and saving for your own retirement.

And if you end up in a position where you can cover all of your needs, a financial plan can help you build and protect your estate for your loved ones or leave a lasting legacy for a charity.

But I’m Too Young (or Too Old) To Need One

Wrong! Financial planning can help when you are just getting started in your career and trying to pay your bills, get out of debt and save for the future. And your financial plan can grow with you as you get older and your financial life becomes more complicated.

Planning can also help protect your family from the unexpected, because you want them to be able to reach their financial goals if anything happens to your income or your investments.

With the help of a professional, you can create a financial plan that helps you worry less about market downturns, emergency expenses, health-care and long-term care costs, or outliving your retirement income.

No matter what stage you are in life, financial planning can help you reach your goals and help provide financial security for you and your family.

Photo: Financial Planning Association Colorado

Choose Your 30-Minute Time Slot

Go here to select your 30-minute time slot with a CFP®. Click on the “Check Availability” box.

You can also sign up for as many workshops as you would like to attend. Click on the “Check Availability” box.

How to Prepare

A little preparation can help you get the most out of your experience at Financial Planning Day. Here are a couple of tips:

• Make a list of questions.
• Refer to the Checklist for Your First Visit With a Financial Planner for tips on how to prepare.
• Bring relevant financial documents and a snapshot of your current financial situation.
• You don’t need to bring every document, but bring as many as you can. The more information the CFP® has the better they can help you.
• Find a list of suggested documents here.

Coffee, water and snacks will be available for participants.

The facility is ADA compliant, so no worries about access and getting around.

The event is held at Colorado Gives Foundation, 5855 Wadsworth Bypass, Unit A, Arvada, 80003.