Free Registration
 
The Financial Planning Clinic is free, but we would like you to provide your e-mail address so we can notify you of any changes to the Clinic plans and so we can send you a follow-up survey asking what you thought of the Clinic.
 
We will not sell your e-mail address or use it for any purpose other than communications about the 2008 Financial Planning Clinic in Miami.
 
Name:*
 
 
E-mail:*
 
How did you hear about the Financial Planning Clinic?
(select all that apply)*
Family or Friends
Clinic Brochure
CFP Board's Newsletter
Community Organization
           Please specify the name of the organization:
           
Employer
           Please specify the name of the employer:
           
Newspaper or Magazine Advertisement
           Please specify the name of the publication:
           
Newspaper or Magazine Article or Feature
           Please specify the name of the publication:
           
Radio Announcement
           Please specify the station name and program:
           
TV Announcement
           Please specify the station name and program:
           
Other
           Please specify:
           
 
What financial topics interest you the most? (select all that apply)
  • General Financial Planning
  •      Education Planning
         Mortgage and Loans
         Debt Management
         Special Circumstances
  • Retirement Planning
  •      Defined Contribution Plans
         Defined Benefit Plans
         Other (IRA, Roth IRA, 403(b), etc.)
         Social Security
  • Investment Planning
  •      Stocks and Bonds
         Mutual Funds
         Real Estate
         Investment Strategies
  • Income Tax Planning
  •      General Filing
         Tax Reduction Strategies
         Small Business Taxation
         Charitable Contributions
  • Estate Planning
  •      Wills, Trusts and Property Agreements
         Gifting and Tax Implications
         Incapacity Planning
         Estate Taxes
  • Insurance Planning
  •      Life and Disability Insurance
         Health Insurance
         Long-Term Care Insurance
         Property and Casualty Insurance
  • Employee Benefits
  •      Group Life and Disability Insurance
         Group Medical Insurance
         Group Long-Term Care Insurance
         Stock Option Plans
     
    Click the "Register" button below to complete your registration. You will receive an e-mail confirmation that you may print and bring to the Clinic.
     
     
    * Designates required field
     
     
    If you encounter difficulties with the registration form, please contact CFP Board at 800-487-1497 or send an e-mail to clinic@CFPBoard.org.