United Way looking for help with the  Free Tax Assistance Program:

The United way has been a  community partner to the Greater Cincinnati for many of our Pro Bono projects.  Therefore, we are sharing with our members  this  volunteer request  from the United Way  in support of the  VITA   Program that the organization does  as a partner  with the IRS.

Click here to download the Volunteer Information Flyer.

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.

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.

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

FPA of Greater Cincinnati promotes these opportunities for Members to provide community outreach.

The following Community Service Opportunities provide members the opportunity to share their talents and time with the greater Cincinnati and Dayton communities.  The FPA encourages members to seek out the facilitators for these activities for both yourself and your staff.  These are another way that our Chapter and its Members make a difference in the Miami Valley.

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.

To assist with this initiative contact:
Paul Bergman, CFP^®
513-272-3223

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.

To assist with this initiative contact:
Clyde Dial, CFP^®
513-231-5366

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!

To assist with this initiative contact:
Cid Kamuf, CFP^®
859-491-8826

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 returns for the low-income taxpayer. 

To assist with this initiative contact:
Rebecca Pace, CPA/PFS, CFP^®, CDFA™
513-233-9900

SmartMoney Community Services

SmartMoney Community Services addresses the basic Financial Literacy needs of very low income working taxpayers by providing on-going workshops for their clients.

To assist with this initiative contact:
Ed Gemperle, CFP^®
513-671-4336 x212

These organizations welcome the opportunity to talk about how our chapter can help.

2012 Cincinnati Financial Education Day was a success

The FPA of  Greater Cincinnati is a proud co-sponsor of this free public financial education & literacy event with the Mayor’s office, PNC Bank, and other community partners.  This event is an example of  the dedication of our membership to the principles and benefits of financial planning services in Southwestern Ohio.
 
We had  30 volunteers help us complete  financial  counseling sessions  for most of the public attendees of the event at the Cincinnati downtown branch library on January 28, 2012 from 10am to 4pm.   Our volunteers gave encouraging free advice  to help the public  improve their  financial literacy and  financial outcomes.
 
Through such efforts, we help  to positively change lives and  have a positive impact on the city. Through ProBono efforts, we make a difference.  Thank  you to all the  volunteers, Appreciation letters from the Mayor coming soon.

2012 Cincinnati Financial Education Day Photos

2011 Summer Youth Program
FPA Greater Cincinnati Helped with the Cincinnati Summer Youth Financial Literacy Program

FPA of Greater Cincinnati helped with the Cincinnati Summer Youth Financial Literacy Program
 
In 2011, the Greater Cincinnati Financial Planning Association partnered with the Mayor’s Office and SmartMoney Community Services to assist with the largest Youth Financial Literacy Initiative in Cincinnati history. This program’s genesis began with the success of the Cincinnati Financial Planning Day, and the Mayor’s continued dedication in encouraging such programs through corporate and community partnerships.  The FPA provided 10 volunteers to aid in this project in the course of the summer.  Volunteers did not need to be from financial backgrounds.
 

The Summer Youth Job Fair has been an initiative of Mayor Mark Mallory since 2006 for youth, ages 14 to 18; where 6000 teenagers and employers come together for job opportunities.    On Thursday April 28th, at the Summer Youth Job Fair, an additional program will be announced- the Cincinnati Summer Youth Financial Literacy Program.  This financial education program, the largest initiative in Cincinnati history, lasted all summer and offered teenagers and recent college graduates the free opportunity to learn about managing their present and future financial issues as part of their employment with the Summer Youth Employer Partners.  The program was facilitated by the Mayor’s office, SmartMoney Community Services, Bank of America, the Greater Cincinnati Financial Planning Association and other local community organizations.

2010 Cincinnati Financial Planning Day 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.

2010 Financial Planning Days Photos