Financial Planning Week

 

Birmingham Financial Planning Expo

The Financial Planning Association of North Alabama is hosting the Birmingham Financial Planning Expo on October 7, 2014 from 3:00pm to 7:00pm at Rosewood Hall (Homewood City Hall Building - 2850 19th Street, Homewood, AL).  This is a public outreach event, open to the public, to help local citizens from the surrounding communities learn and become aware of the importance of sound financial planning. Attendees will have the opportunity to attend educational workshops and meet one-on-one with professional financial planners to discuss personal finance questions, concerns and interests.

Volunteers are needed for speakers and one-on-one consultations. If you are interested in participating, please contact Tyler McGuire via email @ tyler@marcalifeplanning.com.

 

 

Military Pro Bono Opportunities

The Foundation for Financial Planning and the Financial Planning Association® (FPA®) believe that financial planning matters and have partnered since 2001 to connect the financial planning communities to those in need.

As a strategic partner with FPA, the Foundation for Financial Planning manages FPA's pro bono outreach activities. The Foundation works with local FPA Chapters to reach underserved populations and provide ongoing guidance and support to chapter leaders and members for pro bono financial planning outreach activities.

 

Sign Up for Military One-on-One Pro Bono Opportunities!

Thanks to dedicated volunteers and FPA Chapters we are now connecting more financial planners with underserved populations to provide pro bono financial planning advice.

We need additional volunteers to support our military outreach efforts. 

Please click the sign-up links below for more details.

** Operation Homefront - http://www.signupgenius.com/go/10C0D49A4AB2DAAFF2-homes1

** Homes for Our Troops - http://www.signupgenius.com/go/10C0D49A4AB2DAAFF2-fpapro2

 

Frequently Asked Questions

Q: Can I volunteer and support a veteran that does not live in my community?

A: Yes, you can volunteer remotely through video conferencing.

Q: Can I volunteer without an account?

Y: Yes, you can sign-up to volunteer without an account.

 

You may also contact the Foundation for Financial Planning directly at noreenc@foundation-finplan.org, if you have questions or need additional information.

 

 

 

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