09/30/2016 - Financial Planning Days

WHO WE ARE
 
Financial Planning Days is an annual national initiative that unites the collective resources of the financial planning community and city governments nationwide to deliver free, no-strings-attached financial advice and education to the public through a series of Financial Planning Day events around the country. 
 
Financial Planning Days is organized by four national, non-profit organizations – Certified Financial Planner Board of StandardsFinancial Planning AssociationFoundation for Financial Planning and The U.S. Conference of Mayors.
 
WHAT WE OFFER
 
Each local Financial Planning Day features CERTIFIED FINANCIAL PLANNER™ professionals volunteering their time to meet with attendees one-on-one to provide financial advice on various topics, including – budgeting, debt management, retirement planning, investing, income taxes, insurance, estate planning and many more. The events also feature classroom-style workshop presentations addressing key personal finance topics.
 
Best of all, it’s all free and there are no strings attached – all financial planners are participating as volunteers and they do not sell products or services, or give out business cards! 
 
WHAT’S NEW
 
This year marks the seventh annual Financial Planning Days initiative with more than 20 events coming up in October. Visit www.FinancialPlanningDays.org for the latest schedule and to find an event in your area.
 
WHAT WE NEED
 
We are seeking national and local organizations to help promote Financial Planning Days to their constituents and the general public. Various promotional materials are available to help get the word out. To learn more about how your organization could get involved, please contact the national project managers below.
 
CONTACT INFORMATION 
 
Eddy Demirovic
Project Manager, Center for Financial Planning
Certified Financial Planner Board of Standards
202-379-2253
edemirovic@CFPBoard.org
 
Amira Tart
Program Outreach Director
Foundation for Financial Planning
202- 864-5184 
amirat@foundation-finplan.org  
 
Joni Goodman
Manager, Financial Planning Days
U.S. Conference of Mayors
202-841-9228
JGoodman@usmayors.org