Financial Planning Day

ProBono Opportunities:

The FPA of Greater Cincinnati offers it members many pre-organized charitable opportunities to serve the public. Here is a few that we have planned for the year that are easy to implement, but can give you great satisfaction and media/marketing benefits to your firm.

Women's Crisis Center:

We have an ongoing need for speakers every month. If you are interested in volunteering, please contact Lauren.

Junior Achievement:

The FPA of Greater Cincinnati has had a long-standing relationship serving the Cincinnati and Dayton Community through Junior Achievement. Please review their website (http://www.ja.org) and contact admin@fpacinti.org for details.

Battered Women's Shelter:

Participate in the education program they have set up, to help women regain control of their lives. Group presentations, as well as working with individuals. Generally lower socio-economic level. Contact Lauren to get more details.

Young Married Financial Understanding:

Advise couples planning marriage during their marriage preparation. This provides an opportunity to help these individuals understand the importance of getting started properly in saving, investment choices, and choosing safeguards for their financial future. Contact Lauren to get more details.

Academy of Finance:

Work with high school students interested in a career in financial planning. Through the National Academy Foundation (www.naf.org), the Academy of Finance prepares students for post-secondary education and career opportunities in the financial services industry. Become a mentor or provide internships to these future CFP® candidates!

Volunteer Income Tax Assistance (VITA):

VITA tax preparation sites are equipped to help taxpayers with 1040 EZ, 1040A, and basic 1040s. The emphasis is on low-income taxpayers. Contact Lauren to get more details.

Throughout the year, we will pass onto our members announcements from local community service organizations and other professional societies that are offering community service opportunities of interest. Contact admin@fpacinti.org

Cincinnati Financial Planning Day on October 23 was a Success

The Office of the Mayor of Cincinnati, Mark Mallory, and the Greater Cincinnati Chapter of the Financial Planning Association invited the public to a completely free event at the Main Library in downtown Cincinnati on October 23. About 200 public participants were able to meet one-on-one with professional financial planners, attend free financial planning seminars, and collect valuable educational materials to help them plan for their future. The event featured over 30 volunteer financial planners and other community organizations serving the needs of the public.

The event was organized as part of the national Financial Planning Days initiative in partnership with City of Cincinnati Mayor’s office, Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning, the U.S. Conference of Mayors, and the following local supporters:

Local supporters - PNC Bank, Capital Analysts, Smart Money, United Way of Greater Cincinnati, WIN Cincinnati, Community Credit Counseling Services of Cincinnati, Public Library of Cincinnati and Hamilton County.

For photos from our 2010 Financial Planning Days Activities, click here.