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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

A Sense of Agency

By David Montgomery June 26, 2025 Bethesda Magazine

Federal employment has long been a cornerstone of Montgomery County, but recent waves of job cuts have spurred locals to rally together with support and resources for those affected. Bethesda resident Erin Koeppel, Managing Director, Government Relations and Public Policy Counsel at CFP Board, helped create two tailored webinars, one for planners on federal pay and benefits, and another for federal workers.

Read more at Bethesda Magazine

Bethesda Magazine
David Montgomery
June 26, 2025