Planner Registration - Pro Bono and Public Awareness Event

  • Saturday, April 20, 2019
  • 7:00 AM - 1:00 PM
  • Rio Salado Community College Conference Center: 2323 West 14th Street, Tempe, AZ 85281
Registration is closed

Call for CFP(R) Professionals and Volunteers

April is Financial Literacy Month Nationally and in Arizona!

Extending professional financial planning into our community builds awareness with the general public about our profession and its power to transform their lives. 

We will come together to offer public awareness workshops and 1:1 Pro Bono financial planning (30 minute sessions) to community members seeking financial planning assistance on Saturday, April 20th, 2019.


   

Your commitment includes:

  • 45 min Info/Training Q&A Conference Call on April 10th at 1 pm via UBER (will be recorded - can be listened to after the fact - you will receive a call invitation in your email inbox).
  • Your Signature on a Pro Bono volunteer agreement
  • Approximately 4 hours of availability on Saturday, April 20th, to provide Pro Bono financial planning to community members seeking your help or host a Public Awareness workshop.
Notes: 
If you are a CFP(R) professional, but not an active chapter member, you are more than welcome to offer your skills and time for this event.  Our intention is to serve our greater community and to showcase the value of financial planning and our ability to transform lives.

If you are not a CFP(R) professional, but you would like to assist, there are volunteer opportunities that do not include offering 1:1 Financial Planning advice, so your time and talent will be welcomed and well used.


Foundation for Financial Planning Pro Bono Course Link

April 10th Financial Literacy Event Preparation Call Recording

April 10th Financial Literacy Event Preparation Call Chat Log


FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: closed
Phone: 480-483-9035
Fax: 480-922-5283


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