Online Now: Read the May 2019 Let's Make a Plan Newsletter

News & Events



Online Now: Read the May 2019 Let's Make a Plan Newsletter

May 17, 2019

Read the latest "Let's Make a Plan" eNewsletter, featuring articles about the importance of estate planning, budgeting for life insurance and charitable contributions, things to consider before taking an early retirement, and financial planning tools and tips.

From the May 2019 newsletter:

  • Retirement 411
  • Money Mayhem? Time to Clean It Up
  • The Lowdown on Down Payments
  • Find Your Perfect Financial Advisor
  • Young Girls Need Financial Role Models

Read the May 2019 Let's Make a Plan Newsletter

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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.

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 themselves 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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.