CFP Board invited attendees of AARP’s 2009 National Event & Expo, Vegas@50+ to visit our free Financial Planning Clinic, where they were able to meet one-on-one with their choice of 51 volunteer CERTIFIED FINANCIAL PLANNER™ professionals. Several hundred attendees took advantage of this unique opportunity to meet free of charge with CFP® professionals to discuss their personal finance questions, concerns and interests.

The Financial Planning Clinic was hosted on the exhibit floor at booth 1455 during exhibit hall hours:

Thursday, October 22
10:00 a.m. - 5:30 p.m.

Friday, October 23
9:00 a.m. - 5:00 p.m.

Saturday, October 24
10:30 a.m. - 5:00 p.m.

At the Financial Planning Clinic, attendees sought information and advice on a wide range of financial topics, including:

GENERAL FINANCIAL PLANNING
Purchasing a Home - Debt Management -
Building a College Fund - Savings Goals
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SPECIAL CIRCUMSTANCES
Job Loss and Job Change - Foreclosure Assistance -
Change in Marital Status
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INVESTMENT PLANNING
Investment Strategies - Asset Accumulation -
Generating Investment Income
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RETIREMENT PLANNING
Building a Retirement Fund - 401(k) and 403(b) Plans -
IRA Accounts - Social Security
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INCOME TAX PLANNING
Tax Reduction Strategies - Charitable Contributions -
Small Business Taxation
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ESTATE PLANNING
Building an Inheritance - Wills and Trusts -
Estate Tax Strategies
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INSURANCE PLANNING
Life Insurance Coverage - Disability Insurance -
Long-term Care Planning
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EMPLOYEE BENEFITS
Managing Health Insurance - Health Savings Accounts -
Pension Benefits
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There are no strings attached to CFP Board's Financial Planning Clinics! Volunteer CFP® professionals will not give out business cards, ask you for your contact information and will not follow up with you after the Clinic.

View a video from CFP Board’s Financial Planning Clinic in Boston.

CFP Board's Financial Planning Clinics are free events that provide people an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to individuals' unique situations. All financial planners at the Clinics hold the prestigious CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification) and are highly qualified to discuss your financial issues to help you find the answers you need.

At the Clinics, each volunteer is seated at a table and will meet with only one individual, couple or family at a time, but there is no limit to the number of volunteers you can meet with.

Upon your arrival at a Clinic, you will stop at the registration desk and pick up a program booklet with useful information on financial planning and samples of questions you can discuss with CFP® professionals.

CFP® Certificants

CFP Board thanks the following CFP® professionals who helped make the Financial Planning Clinic a success:

• Robert E. Arnold, Jr., CFP®
• Roberta B. Armijo, CFP® (Arcadia, CA)
• Matthew A. Bees, CFP® (Las Vegas, NV)
• Angus Blackwood, CFP® (La Honda, CA)
• Ronald Cain, CFP® (Copley, OH)
• Scott R. Chamberlain, CFP® (Las Vegas, NV)
• Elbert T. Chester, CFP® (Briarwood, NY)
• Stephen W. Close, CFP® (Las Vegas, NV)
• Denise Davies, CFP® (Orangevale, CA)
• Jeremy L. Davis, CFP® (Greenwood, CO)
• Adam Dawson, CFP® (Las Vegas, NV)
• Scott Deffinbaugh, CFP® (Chevy Chase, MD)
• Larry K. Eisenzimer, CFP® (Las Vegas, NV)
• Dan Foster, CFP® (Vancouver, WA)
• Shaun B. Freeman, CFP® (Florham Park, NJ)
• Jonathan Gassman, CFP® (New York, NY)
• Brian R. Gilder, CFP® (Beverly Hills, CA)
• James M. Giordano, CFP® (Los Angeles, CA)
• Kevin Gotts, CFP® (Whittier, CA)
• David Haman, CFP® (Blue Bell, PA)
• Stephen G. Hekimian, CFP® (Glendale, CA)
• Jocelyn W. Holzwarth, CFP® (Las Vegas, NV)
• Mark A. Jones, CFP® (San Mateo, CA)
• Al Kaufman, CFP® (Glen Carbon, IL)
• Neil C. Levin, CFP® (Lakewood Ranch, FL)
• Dannette G. Lowe, CFP® (Reno, NV)
• Richard Luchsinger, CFP® (Estes Park, CO)
• Aaron Martinez, CFP® (Beverly Hills, CA)
• Charles A. Massie, CFP® (Fort Myers, FL)
• Wes McGlaughlin, CFP® (Las Vegas, NV)
• Jason M. Noonan, CFP® (Las Vegas, NV)
• Jared Papin, CFP® (La Jolla, CA)
• Bijan Partieli, CFP® (Los Angeles, CA)
• Maro A. Paz, CFP® (Bend, OR)
• Eric R. Perkins, CFP® (Hazel Crest, IL)
• Kathleen Richardson-Mauro, CFP® (Spring Hill, FL)
• Don Richner, CFP® (Beverly Hills, CA)
• Mark S. Robertson, CFP® (Henderson, NV)
• Rhonda L. Rommel, CFP® (Scottsdale, AZ)
• Gary S. Rosenberg, CFP® (Henderson, NV)
• Anthony Russo, CFP® (Oxnard, CA)
• Gerald F. Smith, CFP® (Columbia, SC)
• Gus Stathopoulos, CFP® (Chicago, IL)
• Patrick L. Sullivan, CFP® (Colorado Springs, CO)
• Michael Sztrom, CFP® (Los Angeles, CA)
• Jacqueline Thornhill, CFP® (Las Vegas, NV)
• Christopher J. Travelle, CFP® (Scottsdale, AZ)
• Mark B. Umek, CFP® (San Diego, CA)
• Patrick P. Valenty, Jr., CFP® (Las Vegas, NV)
• Chris Wible, CFP® (Las Vegas, NV)
• Dan Wyson, CFP® (St. George, UT)
• Ida Zhu, CFP® (Bellevue, WA)

Registration for CFP Board's Financial Planning Clinics is free.

Financial information provided by CFP® professionals is free and tailored to your needs. The volunteer CFP® professionals are not allowed to sell products and services or hand out business cards or marketing materials. In other words, there are no strings attached.

CFP Board organizes Financial Planning Clinics to help people experience first-hand how financial planning can improve their lives and bring the expertise of CFP® professionals to people who may not normally have access to reliable and ethical financial planning information.

Any attendee who wishes to follow-up with a volunteer CFP® professional will have access to the volunteer’s name and contact information in the information package provided at registration.

The Financial Planning Clinic in Las Vegas follows successful Clinics held in Los Angeles (2006), Boston (2007), Washington, DC, (2008), Miami (2008) and Detroit (2009) where volunteer CFP® certificants made a positive difference in the lives of thousands of people by sharing their time and expertise to help individuals and families sort out their personal finance questions and concerns.

Learn more about CFP Board's past Financial Planning Clinics

If the enthusiastic and grateful comments from attendees and volunteers weren’t enough to validate the benefits these events provided, post-event surveys confirmed that more than 95% of attendees found their experience so rewarding that they would recommend it to others. The same percentage of volunteers stated that they would participate again.

Past Financial Planning Clinics have featured partnerships with a large number of community organizations who invited their constituents to attend the events, including AARP, America Saves, City of Miami, Georgetown University, Goodwill Industries International, United Way and University of Miami. Among the many media outlets that have supported the Clinics are ABC, CBS, NBC, The Los Angeles Times, The Detroit Free Press, The Miami Herald and Univision TV.

The independent professionals at this Financial Planning Clinic have volunteered to provide free general financial planning information. By accepting this information without paying any costs or fees, you expressly agree that you will hold all individuals and parties associated with this Clinic harmless regarding any action you may ultimately decide to take in connection with information, conversations, advice or recommendations you may receive at the Clinic.

Any facts, recommendations or advice you may receive at the Clinic are for informational purposes only, and reliance on it is solely at your own risk. No client, representative or agent relationship may be formed at the Clinic.

CFP Board does not recommend or endorse individual professionals or professional services. CFP Board's Mission focuses on benefiting the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.