Pro Bono

October 2013

Dear Chapter Members,
The Bethpage Federal Credit Union is looking for volunteers to prepare income taxes through the IRS's Volunteer Income Tax Assistance ("VITA") Program. 

Whether or not you have prepared taxes in the past, this could be a wonderful opportunity to help out your fellow Long Islanders. 

Please review the Volunteer Flyer, the Branch Locations Flyer and the Tax Seminars Flyer, and if you are interested email your contact information to community@bethpagefcu.com.  Please also "cc" our chapter email at fpali@optonline.net, so we can keep track of our member volunteers.

If you have any questions, feel free to call me at (516) 741-1430 or email me at Rich@rlbwealthplan.com. 

Sincerely,
Richard L. Bergen, CPA, CFP(R)

 


 

July 2013
Dear Chapter Member,
The chapter's Pro Bono Program is looking to identify and work with some local community-based organizations ("CBO's").  Our goal is to provide free financial counseling through either workshops and/or one-on-one meetings.  Some of the areas that we can speak on include:  General Financial Planning, Debt Management, Budgeting and Other Areas as Requested. 

I thought it would be helpful to reach out to our members to see if you may have a personal affiliation with any CBO's who could benefit from our Pro Bono efforts. 

As such, click here for a Community Outreach Survey, which I encourage you to complete (if applicable) and email or fax (516-542-2005) back to the FPA LI Chapter Office.  Upon receipt and review of the responses we get, we will be able to create some new meaningful relationships for our program! 

If you have any questions about the program, feel free to call me at (516) 741-1430 or email me. 

Thank you for your participation in this initiative. 

Sincerely,
Rich Bergen
Pro Bono Director - FPA Long Island

 


FPA of Long Island provides Pro Bono opportunities for our chapter members to participate in.  If you want to volunteer as a committee member, presenter, or pro bono planner, you must do the following:  (This new requirement applies even if you have already performed pro bono services on behalf of the chapter)

1.  View and listen to the "Financial Planning Day Boot Camp" program and take the associated exam for 1 hour CE credit.  (Although the program is designed for "Financial Planning Day," completion of the course will qualify you to perform any of our pro bono services.) 

The Instruction Letter will walk you through the Boot Camp Process and includes a link to the program.  The handout materials will give you copies of the slides to the program. 

2.  If you work with a broker-dealer, you should get their permission to do pro bono planning as an outside "business" activity.  Towards this end there are:

     A.  "Sample Broker Dealer Compliance Acknowledgement" and;

     B.  Click here for "Letter of Engagement in Pro Bono Financial Planning" along with the actual "Letter of Engagement for Pro Bono Financial Planning Services." 

Please contact Rich Bergen (516-741-1430) if you should need assistance or would like to learn more about the FPA Pro Bono Program.  Additionally, you can explore some important resources at www.fpanet.org under the "Tools and Resources" tab. 


Click here to view the FPA Pro Bono Program Brochure. 

Click here to view "Eight Questions to Ask a Prospective Partner Organization. 

 

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