Free Financial Planning Help During Money Smart Week


The OregonLive.com blog published a post on Friday highlighting several nonprofits and organizations in Portland that are offering free financial planning assistance during “Money Smart Week,” from April 2-9. Money Smart Week is promoted by the Federal Reserve Bank of Chicago and other groups.

Here’s a quick rundown of the events slated for this week in Portland. Operation HOPE will be c0-sponsoring one of the events on Thursday, more on that below.

On Saturday in Gresham,Smart Saving: Stretching Your Retirement Dollars” will feature a member of the Oregon Society of CPAs discussing tax planning, retirement plan distributions and reverse mortgages from 2 to 3 p.m. at the Gresham Library, 385 NW Miller Ave

On Thursday, in Portland,Unraveling the Mysteries of Your Money” will feature a panel of five experts who can answer questions about banking, financial planning, taxes, college savings and investing.

Panelists include: Michael Parker, director of the Oregon College Savings Plan; Jim Hunt, chief financial officer of OnPoint Community Credit Union in Portland; Nelson Rutherford, a certified financial planner and accountant with Alten, Sakai & Co. in Portland; and officials from theOregon Division of Finance and Corporate Securities

Brent Hunsberger, The Oregonian’s personal finance columnist and author of It’s Only Money blog, will moderate. 

The event is sponsored by Operation HOPE and Financial Beginnings, two Portland nonprofits that promote financial literacy. It takes place from 6 to 8 p.m. at Room 327 in Portland State University’s Smith Memorial Union, 1825 SW Broadway. Visit mysteriesofmoney.eventbrite.com for more information or to register.

On Saturday, April 9, Financial Beginnings and the Portland Business Alliance also are hosting Dollars & $ense, a free family financial fair for low-income families. It will include sessions on basic budgeting for families and how to teach children to save. The fair will take place 10 a.m. to 3 p.m. at Friends of the Children, 44 NE Morris in Portland.

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