The CFP Board, FPA®, Foundation for Financial Planning and the U.S. Conference of Mayors have joined forces for the seventh year to bring free financial planning events to 21 cities in the month of October.
Financial Planning Day offers free, one-on-one meetings with professional advisors for the attendees to discuss personal finance problems and questions. The events also include free workshops addressing key financial planning topics. Financial Planning Day has kicked off its first events, but there are 14 more events to come in 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. 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.