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08/12/2011 Financial Planning Days
Financial Planning Days
WHO WE ARE:
Financial Planning Days is a ground-breaking national initiative designed to unite the collective resources of the financial planning community and city governments nationwide and assist Americans in need of financial guidance through a series of free Financial Planning Day events across 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.
WHAT WE OFFER:
Each local Financial Planning Day will feature dozens of professional financial planners volunteering their time and expertise to meet with attendees one-on-one and offer free personalized advice on a variety of financial topics, including – budgeting, retirement planning, investment strategies, tax issues, insurance, estate planning, and many more. The events will also feature free classroom-style workshop presentations addressing key financial planning topics.
Best of all, it’s all free and there are no strings attached – all financial planners are participating as volunteers and they will not sell products or services, or give out business cards!
WHAT’S NEW:
2011 Financial Planning Days are scheduled to take place this October in 30 cities across America:
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Atlanta, GA |
Eugene, OR |
Los Angeles, CA |
Oakland, CA |
San Diego, CA |
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Baltimore, MD |
Green Bay, WI |
Louisville, KY |
Omaha, NE |
San Francisco, CA |
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Chicago, IL |
Houston, TX |
Mesa, AZ |
Philadelphia, PA |
San Jose, CA |
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Columbus, OH |
Indianapolis, IN |
Miami, FL |
Portland, OR |
Seattle, WA |
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Denver, CO |
Irvine, CA |
Minneapolis, MN |
Sacramento, CA |
Virginia Beach, VA |
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Elizabeth, NJ |
Las Vegas, NV |
Newark, NJ |
San Antonio, TX |
Washington, DC |
Visit www.FinancialPlanningDays.org/About for the latest schedule and to find an event in your area.
WHAT WE NEED:
We are seeking national and local partners to help promote Financial Planning Days to their constituents and allow them to benefit from the unbiased financial advice these events will offer, especially in today’s uncertain economy.
If you would like to learn more about Financial Planning Days and how your organization could get involved, please contact the national project managers listed below.
CONTACT INFORMATION:
Eddy Demirovic
Project Manager, Public Policy and Communications
Certified Financial Planner Board of Standards
202-379-2253
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Amira Tart
Director, Pro Bono Services
Financial Planning Association
303-867-7346
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Ryanne Enyeart
Assistant Director, Consumer Services
Financial Planning Association
303-867-7151
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Nancy Schwartzmiller
Associate Director
Foundation for Financial Planning
770-938-1110
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Justin Tang
Manager, Dollarwi$e
The U.S. Conference of Mayors
202-861-6759
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