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Certification Updates

District of Columbia to Host 4th Annual Financial Planning Day

Oct 24, 2013
Dozens of Local Financial Planners Will Offer Free Advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies, and More

We’ve all heard that there’s no free lunch, but in these challenging economic times, area residents will be able to get free financial planning advice and guidance from professional financial planners at the 4th annual Metro Washington Financial Planning Day.  The event will be held on November 2, at the Columbia Heights Educational Campus in Washington, and will feature highly qualified Certified Financial Planner™ professionals and experts from the Financial Planning Association®, all volunteering their time and expertise to work with local residents one-on-one to address important financial issues. 

Financial planners will be set up at their own tables to meet one-on-one with attendees to answer questions on getting out of debt, retirement planning, investment strategies, income taxes, insurance, mortgages and foreclosures, among many other topics.  The advice will be offered on a “no strings attached” basis and planners will not give out business cards or sell financial products or services.

The event will also feature a series of classroom-style educational workshops addressing key personal finance topics, including: Financial Planning for Women, Real World Retirement Planning, and Investing Basics: Be a Smart Investor. 

Metro Washington Financial Planning Day is organized by the Government of the District of Columbia in partnership with the Financial Planning Association of the National Capital Area, and is part of the national Financial Planning Days initiative created by Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning and the U.S. Conference of Mayors.  The collaboration is a first-of-its kind effort involving city governments and thousands of financial planners nationwide united in an effort to provide free financial education and programming to communities throughout the U.S.

TO PARTICIPATE:  Metro Washington Financial Planning Day is free and open to the public.  Members of the news media are invited to attend the event and interview the organizers.  The event will be held on Saturday, November 2 at the Columbia Heights Educational Campus, located at 3101 16th St NW in Washington, DC.  Events will begin at 11:00 a.m. and will run until 4:00 p.m. The venue is conveniently located just one block from the Columbia Heights Metro Station. 

Free online registration for the Metro Washington Financial Planning Day is available at www.FinancialPlanningDays.org/DC, or by calling toll free at 877-861-7826. Walk-ins are also welcome.

About CFP Board
The mission of Certified Financial Planner Board of Standards® (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes nearly 69,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net or call 800-487-1497.

About FPA
The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who need, support and deliver professional financial planning. FPA is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.FPAnet.org or call 800.322.4237.

About Foundation for Financial Planning
The mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial planning community with people in need.  The Foundation funds programs that provide pro bono financial planning, and connect volunteers through the involvement of the financial planning and services community.  The Foundation strives to help people who are underserved by the market, in need of financial guidance, or in a financial crisis. The Foundation aims to improve the lives of all Americans through access to pro bono financial planning and financial life skills education to provide those at all socio-economic levels with the knowledge to control their financial lives and opportunities to obtain unbiased financial advice in time of crisis and disaster. For more information about the Foundation for Financial Planning, visit
www.foundation-finplan.org.

About The U.S. Conference of Mayors
The U.S. Conference of Mayors is the official nonpartisan organization of cities with populations of 30,000 or more. There are 1,204 such cities in the country today. Each city is represented in the Conference by its chief elected official, the mayor. More information about the Conference is available at
www.usmayors.org.

About Department of Insurance, Securities, and Banking (DISB)
The Government of the District of Columbia Department of Insurance, Securities and Banking (DISB) regulates financial-services businesses in the District of Columbia. DISB has two overall missions: to provide fair, efficient and fast regulatory supervision of financial-service activities for the protection of the people of the District of Columbia; and to create conditions that will attract and retain national and international insurance, securities, banking and other financial-services businesses to the District. For more information, visit DISB on the Web at 
www.disb.dc.gov

Contacts:

Daniel F. Drummond – 202.379.2252 or ddrummond@CFPBoard.org 
Melissa Sotudeh, CFP® – 301.961.9505 or
msotudeh@warner-financial.com

 

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