Michael Murphy
Press Release

Financial Planning Day offers free financial counseling & workshops

Milwaukee Financial Planning Day on Saturday, October 25.

By - Oct 23rd, 2014 11:30 am

Common Council President Michael J. Murphy invites residents to attend Milwaukee Financial Planning Day on Saturday, October 25, to receive free financial counseling from professional Certified Financial Planners.

The event will begin at 10:00 a.m. (and end at 5:00 p.m.) at the Journey House Center for Family Learning and Youth Athletics, 2110 W. Scott St. The event is free and open to the public.

President Murphy, former longtime chair of the Common Council’s Finance and Personnel Committee (and also a longtime member and chair of the city’s Annuity and Pension Board), said the opportunity to receive free financial advice and counseling – as well as to attend free workshops – should not be missed. “In today’s uncertain economy and difficult financial times, it is critical for families and individuals to be financially literate and to make wise financial decisions that will help protect their future,” said President Murphy, who sponsored legislation authorizing the city’s role as a sponsor/partner in Milwaukee Financial Planning Day.

In addition to one-on-one consultations, there will be workshops on a variety of financial topics throughout the day. Those sessions will cover budgeting, credit and debt, investing, retirement, taxes, homeownership, estate planning, insurance, employee benefits, education savings, small business and more.

The event is sponsored by the City of Milwaukee and the Financial Planning Association of Southern WI, with local partners Wisconsin Women’s Business Initiative Corp. (WWBIC), AARP Wisconsin and Make A Difference Wisconsin.

Attendees can register at www.FinancialPlanningDays.org/Milwaukee or by calling 1-877-861-7826.

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