The FPA of Southwestern Ohio 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 Nathan Duncan.
The FPA of Southwestern Ohio 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 email@example.com 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 Nathan Duncan 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 Jessi 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 Jessi to get more details.
For photos from our 2011 Financial Planning Days Activities, click here.