by Carolyn Rothwell on October 10, 2017

2017 Financial Planning Days and Pro-Bono Planning Support

The CFP BoardFPA®Foundation for Financial Planning and the U.S. Conference of Mayors have joined forces for the eighth year to bring free financial planning events to several cities in October.

Financial Planning Day offers free, one-on-one meetings with professional advisors for the attendees to discuss personal financial problems and questions. The events include workshops addressing key financial planning topics. Financial Planning Day kicks off its first events this week and continues through the month of October. Volunteers are needed for the upcoming events.


Check if there is an event in your area that would benefit from your support and expertise.

Money Tree Software supports non-profit financial planning and financial education. To help support your non-profit planning efforts, we offer a Pro-Bono version of Silver.  Silver's big-picture financial planning keeps planning simple with quick data entry and clear results. The Pro-Bono version is free of all cost for use by any and all financial planners, counselors, and educators while offering their professional services without charge. 

Learn more about our Pro-Bono software.  

Money Tree Supports Pro-Bono Planning

The Pro-Bono edition of Silver is free of all cost while offering professional services without charge.

Pro-Bono Edition of Silver

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.