Public Policy

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Financial Planning Days

CFP Board has joined forces with three national non-profit organizations – Financial Planning Association®, Foundation for Financial Planning, and the U.S. Conference of Mayors – to organize annual Financial Planning Days in October, consisting of free public events in cities around the country.

Financial Planning Days 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 Logo
 
Financial Planning Days Testimonial

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! 

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

2014 Financial Planning Days

2014 marks the fifth year of Financial Planning Days featuring free, public events in 25 cities nationwide between September 27 and November 8.  To learn more and find an event in your area, click the city name below or visit www.FinancialPlanningDays.org.

Akron, OH
October 4, 2014
University of Akron

  Atlanta, GA
October 11, 2014
Oglethorpe University
Baltimore, MD
November 8, 2014
The Open Church of Maryland
  Chicago, IL
October 25, 2014
Harold Washington Library

Cincinnati, OH
October 25, 2014
Cincinnati Public Library

 

Columbus, OH
October 8, 2014
Columbus Metropolitan Library - Main Branch

Elizabeth, NJ
October 25, 2014
Trinitas Center of Regional Education (CORE)

 

Huntington Beach, California
October 18, 2014
Huntington Beach Public Library

Indianapolis, IN
October 18, 2014
University of Indianapolis

 

Los Angeles, CA
October 25, 2014
Los Angeles Central Library

Lubbock, TX 
October 25, 2014
(webpage coming soon)

 

Milwaukee, WI
October 25, 2014
Journey House Center 

Oakland, CA
October 4, 2014
Oakland City Hall

 

Petersburg, VA (Greater Richmond)
September 27, 2014
Virginia State University

Phoenix, AZ
October 25, 2014
Pecos Senior Center

 

San Antonio, TX
October 11, 2014
The Neighborhood Place

San Diego, CA
October 18, 2014
(webpage coming soon)

 

San Francisco, CA
October 25, 2014
San Francisco Public Library

Seattle, WA
October 11, 2014
Garfield Community Center

 

St. Louis, MO
October 25, 2014
Forest Park Community College, Student Center

St. Paul, MN
October 25, 2014
Wilder Center

 

Sunnyvale, CA
October 11, 2014
Sunnyvale Public Library

Virginia Beach, VA
October 18, 2014
Virginia Beach Convention Center

 

Washington, DC - Metro Area
October 25, 2014
Columbia Heights Educational Campus

West Sacramento, CA
October 25, 2014
West Sacramento City Hall
   

News and Events

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

FPDays Facebook page      FPDays Twitter page      FPDays YouTube channel      FPDays LinkedIn page


 

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 

Upcoming Events