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 Standards, Financial Planning Association, Foundation for Financial Planning and The U.S. Conference of Mayors.
|Tweet This: #JSPartner @CFPBoard offering free advice from a CFP® professional. See if @FinPlanDays is coming to your area! http://bit.ly/1oqUbWc|
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 a variety of 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!
2015 marks the sixth year of the Financial Planning Days initiative with 20 events coming up in October and November. 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.
Project Manager, Center for Financial Planning
Certified Financial Planner Board of Standards
Mission Outreach Director
Foundation for Financial Planning
Manager, Financial Planning Days
U.S. Conference of Mayors
Jump$tart Coalition for Personal Financial Literacy