Public Policy

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Financial Planning Days

These free events give you an opportunity to meet one-on-one with CFP® professionals who can address your specific financial questions and provide you with unbiased, no-strings-attached financial guidance. In addition to personalized advice, you will also be able to attend informative classroom-style workshops addressing popular personal finance topics.

Financial Planning Days: Free events in October - search for an event in your area

You may seek advice on a variety of topics – retirement planning, investment strategies, budgeting, credit and debt, taxes, insurance, education savings and small business finances, among many others.

Best of all – it's all free and there are no strings attached! All financial planners are participating as volunteers and they will not be taking down names, selling products or services, or giving out business cards and marketing materials. Come as you are, or come prepared with any financial paperwork related to your questions. And, you can consult with as many different financial planners as you need!

To learn more and register to attend an event in your area, visit www.FinancialPlanningDays.org.

Follow us on the Financial Planning Days social media accounts to keep up with Financial Planning Day news & events, and for tips on financial planning topics.

FPDays Facebook pageFPDays Twitter pageFPDays YouTube channelFPDays LinkedIn page


About Financial Planning Days

Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners.

With a shared vision in mind, four national non-profit organizations – Certified Financial Planner Board of Standards, Inc., Financial Planning Association®, the Foundation for Financial Planning, and the U.S. Conference of Mayors – have joined forces to offer the Financial Planning Days initiative. This ground-breaking program is designed to unite the collective resources of the financial planning community and city governments nationwide to assist Americans in need of financial guidance. Financial Planning Days is a unique endeavor to provide free, no-strings-attached financial counsel and education to Americans through a series of daylong events that include complimentary one-on-one financial planning sessions and personal finance workshops.

Watch the Financial Planning Days video, with highlights from prior events and testimonials from attendees and volunteers who participated:


2012 Financial Planning Days

2012 brought the third year of the national Financial Planning Days initative, with 24 events across the country during October, 2012. During these events, more than 3,200 attendees received one-on-one financial planning consultations and access to financial planning workshops, provided free by more than 700 CFP® professionals and FPA members who graciously volunteered their services to assist their communities.


Baltimore, MD
Saturday, Oct. 6, 2012
Frederick Douglass Senior High School


Chicago, IL
Saturday, Oct. 20, 2012
Harold Washington Library


Columbus, OH
Saturday, Oct. 6, 2012
Columbus Metropolitan
Main Library


Denver, CO
Saturday, Oct. 13, 2012
North High School


Elizabeth, NJ
Wednesday, Oct. 10, 2012
Elizabeth Ext. Building


Indianapolis, IN
Saturday, Oct. 27, 2012
Indianapolis State Fairgrounds
Purdue Ext. Building


Los Angeles, CA
Saturday, Oct. 13, 2012
Los Angeles Central Library


Miami, FL
Saturday, Oct. 4, 2012
Sunday, Oct. 5, 2012
Miami-Dade Wolfson Campus


Newark, NJ
Saturday, Oct. 6, 2012
Science Park High School


Oakland, CA
Saturday, Oct. 6, 2012
Oakland City Hall


Omaha, NE
Saturday, Oct. 13, 2012
MCC - Fort Omaha


Orange County, CA
Saturday, Oct. 6, 2012
The Huntington Beach Library


Philadelphia, PA
Tuesday, Oct. 9, 2012
Community College
of Philadelphia


Phoenix, AZ
Saturday, Oct. 27, 2012
John F. Long Family
Services Center


Portland, OR
Saturday, Oct. 6, 2012
The Portland Building


Sacramento, CA -
Regional

Saturday, Oct. 13, 2012
West Sacramento City Hall


San Antonio, TX
Saturday, Oct. 13, 2012
The Neighborhood Place>


San Diego, CA
Saturday Oct. 6, 2012
Pavilion at Broadway Pier


San Francisco, CA
Saturday, Oct. 20, 2012
UC-Hastings College of the Law


Seattle, WA
Saturday, Oct. 13, 2012
Garfield Community Center


Silicon Valley, CA
Saturday, Oct. 13, 2012
UUCPA of Palo Alto


Twin Cities, MN
Saturday, Oct. 20, 2012
Amherst H. Wilder Foundation


Virgina Beach, VA
Saturday, Oct. 27, 2012
Virgina Beach Convention Center


Washington, DC - Metro Area
Saturday, Oct. 27, 2012
Columbia Heights Educational Campus
(Bell Multicultural High School)


 

Financial Planning Coalition

CFP Board, the Financial Planning Association®, and the National Association of Personal Financial Advisors are working together as the Financial Planning Coalition to pursue consumer protection and industry reform.

Learn more 

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