Institute for Personal Financial Planning Offers Workshops in San Francisco on September 19 and October 17

Partnering with San Francisco State University College of Extended Learning to help people make better decisions and reach their financial goals.

SAN FRANCISCO--()--The Institute for Personal Financial Planning (IPFP) will hold two Saturday workshops in San Francisco. They will offer individuals and couples in their 30s and 40s unbiased personal-finance information.

IPFP conducts educational events only and does not sell financial products.

The identical workshops will take place from 9 AM to 5 PM on Saturday, September 19 and Saturday, October 17. The workshops will be held in partnership with the San Francisco State College of Extended Learning at its downtown campus, 835 Market Street, 6th floor.

The San Francisco-based IPFP also provides the website

Filling a need.

According to IPFP CEO Ira Fateman, CFP®, M.Ed., individuals and couples spend much time earning, spending and worrying about money. Yet public education pays little attention to this subject and current online resources provide only limited reliability.

Says Fateman, “Achieving personal finance goals requires changing lifestyle behaviors, much like exercising and dieting. This challenges most people, but it can be done with a plan, persistence, accountability and responsibility. Person-to-person contact is critical. Workshops leverage the group process to keep participants cost low.”

Elizabeth May, an IPFP Faculty member explains, “my generation works very hard and many people make good salaries, but we can’t seem to get ahead. The Personal Financial Planning workshop explores data, behaviors, beliefs and goals to help each individual and family start to feel like they can get ahead financially.”

Starting with real-world data.

Participants create individual economic, lifestyle and psychological profiles. Attendees learn to tune out the “white noise” urging them to follow the crowd so they can build their own customized financial plan.

Multimedia instruction covers developing personal financial goals, cash flow, budgeting, spending, saving, credit, debt, insurance, employee benefits, retirement planning, investing, estate planning and taxes. “That’s a lot to cover,” says Fateman, “but we make the workshop engaging, entertaining and interactive.”

Fateman notes that trust is the key to learning how to engage in successful financial planning. “We don’t sell anything. What we do is help people understand that financial planning is a process and how to use that process for better decision making. That can really help people achieve their financial goals.”

Workshop information and registration:


Institute for Financial Planning
Ira Fateman, 415-277-5955

Release Summary

Personal Finance education workshop offered by partnership between SF College of Extended Learning and the Institute for Personal Financial Planning - education to make better money decisions!


Institute for Financial Planning
Ira Fateman, 415-277-5955