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.