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Press Release

Free Metro Washington DC Financial Planning Day to Benefit Local Residents

October 19, 2014

District of Columbia to host fifth annual Financial Planning Day Oct. 25th, featuring dozens of local CFP® professionals offering free, unbiased financial advice

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 highly qualified Certified Financial Planner™ professionals at the fifth annual Metro Washington Financial Planning Day, Oct. 25 from 11 a.m. to 4 p.m., at the Columbia Heights Educational Campus in Washington, D.C.

Dozens of local CFP® professionals will volunteer their time to meet with local residents one-on-one to address a wide range of personal finance questions, including those on retirement planning, getting out of debt, investment strategies, income taxes, insurance, estate planning and mortgage loans, among many others.  The advice will be offered on a “no strings attached” basis meaning that planners will not sell any products or services planners, or even give out business cards.  

The event will also feature a series of classroom-style educational workshops presented by top financial planners, including: Financial Planning for Women, Real World Retirement Planning, Investing Basics: Be a Smart Investor, and Young Professionals: Launching Your Financial Plan.

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 initiative aims to unite the collective resources of the financial planning community and city governments nationwide to assist Americans in need of financial guidance.

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, Oct. 25 at the Columbia Heights Educational Campus, located at 3101 16th St NW in Washington, DC.  Events will begin at 11 a.m. and will run until 4 p.m. The venue is conveniently located just one block from the Columbia Heights Metro Station.    

Free online registration is available at www.FinancialPlanningDays.org/DC, or by calling toll free at 877-861-7826. Walk-ins are also welcome.

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 more than 70,000 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 OneFPA.org and follow on Twitter at twitter.com/fpassociation.

About Foundation for Financial Planning
The Foundation for Financial Planning, a 501(c) (3) non-profit is the only organization solely devoted to supporting the delivery of pro bono financial planning.  Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need. Visit www.foundationforfinancialplanning.org for more information and to learn how you can contribute to making a difference in the financial lives of others.

The Foundation for Financial Planning meets its mission daily by connecting financial planners with underserved populations and through 2013 has connected more than 10,000 financial planners with volunteer opportunities.  In addition to volunteer opportunities, the Foundation has provided over $5.5 million in grants to local, regional and national nonprofits in support of pro bono advice outreach, including providing financial planning resources free of charge to the military and nonprofits.  It Matters! 

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. The mission of DISB is two-fold: (1) protect consumers by providing equitable, thorough, efficient, and prompt regulatory supervision of the financial services companies, firms, and individuals operating in the District of Columbia; and (2) develop and improve market conditions to attract and retain financial services firms to the District of Columbia. For more information, visit DISB’s website at disb.dc.gov.