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Financial Planning Days Brings Free Financial Planning to Americans in Key U.S. Metro Areas

Sep 25, 2013

In these uncertain economic times, Americans nationwide will have the opportunity to get competent financial advice at absolutely no cost and with no strings attached.  Over the next five weeks, between September 28 and November 2, Financial Planning Days (www.FinancialPlanningDays.org) will be held in twenty cities around the U.S.  On those days, hundreds of financial planners will partner with local city governments and gather in designated schools, municipal buildings, and libraries to offer free financial counsel to area residents.

Now in its fourth year, Financial Planning Days is a joint endeavor by Certified Financial Planner Board of Standards, Inc., the Financial Planning Association® (FPA®), the Foundation for Financial Planning, and the U.S. Conference of Mayors. The mission of the initiative is to bring free, ethical financial planning advice to the general public through one-on-one advising sessions and group workshops. Highly qualified CERTIFIED FINANCIAL PLANNER™ professionals and experts from FPA will volunteer their time to offer “no-strings-attached” advice.  Financial planners will not distribute business cards, take names or sell financial products or services. 

In one-on-one consultations, financial planners will be seated at tables and will meet privately with individuals and couples to answer questions on budgeting, managing credit, getting out of debt, income taxes, homeownership, planning and paying for college, estate planning and insurance, and many other topics. Free classroom-style workshop presentations covering key areas of personal finance will also be available.

Events are planned in the following metro areas:

Chicago, IL

October 26

Columbus, OH

October 9

Denver, CO

October 5

Elizabeth, NJ

October 26

 

 

 

Henderson, NV

October 19

Indianapolis, IN

October 19

Los Angeles, CA

October 19

Miami, FL

October 21 and 22

 

 

 

Milwaukee, WI

October 19

Oakland, CA

October 5

Phoenix, AZ

October 26

West Sacramento, CA

October 26

 

 

 

San Antonio, TX

October 12

San Diego, CA

September 28

San Francisco, CA

October 19

Seattle, WA

October 12

 

 

St. Louis, MO

October 19

St. Paul, MN

October 5

 Virginia Beach, VA

November 2

Washington, DC

November 2

 

To participate: Free registration is available at www.FinancialPlanningDays.org or by calling toll-free at 1-877-861-7826. Walk-ins are also welcome.  

About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals 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 U.S.  For more information about CFP Board, visit www.CFP.net or call 800-487-1497.

About the Financial Planning Association
Since 2000, the Financial Planning Association® (FPA®) has been the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. More than 23,000 FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Through a collaborative effort to provide members with One Connection to tools and resources for professional growth, business success, advocacy and community, FPA has become an indispensable force in the advancement of today’s CFP® professional. Learn more about FPA at FPAnet.org and follow on Twitter at twitter.com/fpassociation.

About Foundation for Financial Planning
The Foundation for Financial Planning has served as the financial planning profession's foundation since 1981.  Since 1995, the Foundation for Financial Planning has provided over $5 million in grants to more than 175 organizations to successfully connect financial planners with underserved communities to provide pro bono financial advice. Our grants are awarded to support the underserved, which includes military members, veterans, victims of disasters, low- to moderate-income families and many others.  The Foundation for Financial Planning believes that financial planning matters and is the only organization solely focused on supporting the delivery of pro bono financial planning.  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.

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CONTACTS:
Dan Drummond, CFP Board: 202-379-2252 or ddrummond@cfpboard.org
Jim Peniston, Foundation for Financial Planning: 770-938-1110 or jimp@foundation-finplan.org

 

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Upcoming Events

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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