Upcoming events for Financial Planning Week are posted weekly. Please check back later for updates.
Alabama
October 4, 2007
The Financial Planning Association of North Alabama is partnering with Fox 6 News, Good Day Alabama to host a live hotline that will answer general financial planning questions from the public from 7 - 9a.m. Financial planning professionals from FPA will be available to answer questions.
Arizona
October 1, 2007
The Financial Planning Association of Greater Phoenix has partnered with the City of Chandler Library to host a financial planning presentation from 6:00 - 9:00p.m. The presentation will offer advice on the basics of financial planning to local residents.
October 4 and 5, 2007
The Financial Planning Association of Greater Phoenix will be hosting "Financial Planning Day" at the Arizona State Capitol Rotunda at 1700 W. Washington in Phoenix, Ariz. The event is open to state employees only. Participants will learn about the benefits of financial planning through various financial planning workshops, one-on-one financial counseling, an e-mail bank and more.
October 4, 2007
The Financial Planning Association of Greater Phoenix and Junior Achievement (JA) are partnering to teach high school age children valuable financial concepts important to their everyday live through JA's Stock Market Challenge.
October 4 and 5, 2007
The Financial Planning Association of Greater Phoenix and the Goodyear White Tanks Rotary have partnered to deliver educational seminars on financial planning to rotary members.
October 6, 2007
The Financial Planning Association of Greater Phoenix will be available for the public to ask general financial planning questions in a one-on-one setting at Paradise Valley Mall, 4568 E. Cactus Road in Phoenix, Ariz. from 11:00a.m. - 3:00p.m. Mini-workshops will also be held throughout the day on specific financial planning topics.
California
October 1-7, 2007
The Financial Planning Association of San Diego is partnering with KCBQ Radio to announce tips on various financial planning topics throughout Financial Planning Week.
October 3, 2007
The Financial Planning Association of San Diego is partnering with San Diego Union Tribune to offer a free financial planning hotline. FPA members will be answering the public's toughest financial planning questions. The hotline is open to everyone and the advice provided will be unbiased and confidential.
October 4, 2007
The Financial Planning Association of East Bay, San Francisco, Monterey Bay, San Joaquin Valley, Silicon Valley and Northern California will be hosting the 3rd annual "Financial Planning Day" at the California State Capitol building (room 125) in Sacramento, CA from 10:00 am to 4:00 pm. The event is open to state employees only. Participants will learn about the benefits of financial planning through one-on-one financial counseling. The event will promote the PlannerSearch.org website to assist members of the public in finding a CERTIFIED FINANCIAL PLANNER™ professional.
October 5, 2007
The Financial Planning Association of Orange County and Junior Achievement are partnering to teach elementary school children at Paul Revere Elementary School in Anaheim, Calif. and Ambuehl Elementary School in San Juan Capistrano, Calif. children valuable financial concepts important to their everyday lives.
Colorado
June 12 - October 15, 2007
The Financial Planning Association of Colorado will conduct a series of seminars at Pinnacol Assurance, Colorado’s largest and oldest provider of workers’ compensation insurance, to help educate employees on various financial planning topics. Seminars will offer advice on how to choose a financial planner and the benefits of financial planning, planning for retirement, costs of higher education and healthcare, choosing the right insurance, investing and estate planning.
October 1-7, 2007
The Financial Planning Association of Colorado will include an article in the Denver Business Journal to celebrate Financial Planning Week. The article will show why financial planning is for everyone and how a CERTIFIED FINANCIAL PLANNER™ professional can help. It will also demonstrate how individuals have been helped by financial planning based on their unique circumstances.
October 6, 2007
The Financial Planning Association of Colorado will participate in a community wellness event at Noel High School in Montbello, Colo. FPA will provide up to 30 minute one-on-one financial planning consultations to attendees.
October 6, 2007
The Financial Planning Association of Colorado will participate in "Our Health Matters", a community health and information exposition at Noel Middle School in Denver, Colo. from 11:30a.m. - 3:00p.m. FPA will provide up to 30 minute one-on-one financial planning consultations to attendees.
Florida
October 3, 2007
The Financial Planning Association of Northeast Florida and a leading information services company in human resources, retail and transportation markets, have joined forces to deliver an educational seminar to local bank associates in Jacksonville, Fla. FPA will provide tips on reducing consumer debt and cash management at this event.
October 10, 2007
The Financial Planning Association of Central Florida member, Charlie Fitzgerald, CFP®, will testify before the Financial Literacy Council on issues affecting Florida citizens and the commitment of FPA of Central Florida to be a resource to the state government for all matters related to the financial planning profession.
October 21, 2007
The Financial Planning Association of Central Florida is partnering with The Orlando Sentinel to host a live telephone hotline that will answer general financial planning questions from the public from 10a.m. - 4p.m. Financial planning professionals from FPA will be available to answer calls. Select questions and answers will be featured in future newspaper issues. Callers will remain anonymous.
Idaho
October 2, 2007
The Financial Planning Association of Idaho will be hosting a Financial Planning Week Proclamation Presenting Ceremony at 11:00a.m. at the Borah Building in Boise, Idaho. Idaho State Treasurer, Ron Crane, will emcee the presentation of the Financial Planning Week state of Idaho gubernatorial proclamation and will recognize the FPA of Idaho and the importance of financial planning.
Illinois
October 1-7, 2007
WCPT 850am radio in Chicago will be celebrating Financial Planning Week by providing financial planning tips to listeners throughout the week. Tune in each day to learn a tip on how you can financially achieve your goals and dreams.
October 3, 2007
The Financial Planning Association of Illinois is partnering with the Daily Herald to host a telephone hotline from 6:30 - 9:00p.m. for the public. The hotline will allow individuals to ask general financial planning questions to receive answers from financial planning experts who are members of FPA.
October 5, 2007
The Financial Planning Association of Illinois is partnering with Junior Achievement to conduct financial literacy courses to students in grades Kindergarten through eigth grade at Schneider Elementary School in Chicago, Ill. Through a variety of hands-on activities, students will learn lessons on free enterprise, business and economics to improve the quality of their lives.
October 1, 6 & 8, 2007
The Financial Planning Association of Illinois is partnering with local libraries to host a series of seminars designed to help indivduals learn about the benefits of financial planning. Events are scheduled as follows:
October 1, 2007
Informal Panel Discussion
Glenview Public Library
1930 Glenview Road
Glenview, IL
October 6, 2007 at 10:00a.m.
Long Term Care - More Than Just Insurance
Normal Public Library
206 W. College Ave.
Normal, IL
October 8, 2007 at 6:30p.m.
Paying for College
Bloomington Library
205 E. Olive St.
Bloomington, IL 61702-3308
309.828.6091
October 9, 2007
The Financial Planning Association has been invited to present at the American College of Surgeons National Congress in New Orleans, La. FPA will focus on advance financial planning topics to help surgeons create effective financial plans to achieve their goals and dreams.
Maryland
October 2, 2007
The Financial Planning Association of Maryland and Junior Achievement of Central Maryland (JA) are partnering to teach 75 underprivileged school age children valuable financial concepts important to their everyday live through JA's BizTown. Students will discover real-life opportunities available in the free enterprise system as they become business operators, taxpayers and lawmakers in BizTown. BizTown helps teach basic math, economics, technology, social studies, and reading and writing concepts in a way that is fun for students.
Minnesota
October 2, 2007
The Financial Planning Association of Minnesota is partnering with Junior Achievement to conduct financial literacy courses to students througout public elementary schools in Minneapolis, Minn. Through a variety of hands-on activities, students in kindergarten through fifth grade will learn about workers, the work they perform, why workers are paid, what taxes are and how they are used, and where to save money from FPA volunteers.
October 2, 2007
The Financial Planning Association of Minnesota will sponsor a forum-style panel discussion moderated by Terri Gruca of WCCO-TV news for members of the public at Ridgedale Public Library. The panel discussion, "Money, Values and Your Children" will include Chris Farrell, public radio and TV economics correspondent; Nathan Dungan of "Share, Save, Spend" and Mick Endersbe of "College Planning University." Attendees will have the opportunity to ask questions of the panelists, and take part in discussions on a wide range of family issues, including how parents and grandparents can impact appropriate financial values and education in their children, save and pay for higher education costs, and manage the family's overall financial household in today's challenging environment. FPA will also be hosting an "Ask a Planner" session at the event so attendees can meet individually with CERTIFIED FINANCIAL PLANNER™ professionals and ask questions and get advice regarding their specific circumstances.
October 4, 2007
The Financial Planning Association of Minnesota and AccountAbility Minnesota will host "Financial Planning is for Everyone" at 6:00p.m at the AccounAbility Minnesota headquarters, 2300 Myrtle Avenue W, St. Paul, Minn. The event will offer basic financial planning knowledge to low income individuals, families and small businesses, and will provide pro bono financial planning assistance to seminar participants.
Missouri
October 2, 2007
The Financial Planning Association of Greater Kansas City is partnering with NBC-affiliate, Channel 41 Action News to host a telephone hotline from 4:30-7:30p.m. The hotline will offer free financial advice to station listeners.
October 5, 2007
The Financial Planning Association of Greater Kansas City will be featured in the Kansas City Business Journal to celebrate Financial Planning Week. Guidance on the benefits of financial planning and financial considerations for business owners will be shared.
New Jersey
October 1-7, 2007
The Financial Planning Association of New Jersey is partnering with the Department of Banking and Insurance (DOBI) to provide financial literacy courses in high schools throughout the state.
October 1 and 4, 2007
The Financial Planning Association of New Jersey is partnering with Union County College to host "Finanical Health Day" at Union County College, Cranford Campus Common, 1033 Springfield Avenue, Cranford, NJ. Participants will learn the essentials of financial planning, the financial plannng process, money management, budgeting, credit tips and estate planning. Financial planning professionals from FPA and a credit counselor will be on-site to answer questions. Events are scheduled as follows:
October 1, 2007 from 10:00a.m. - 2:00p.m.
Union County College
Cranford Campus Common
1033 Springfield Avenue
Cranford, NJ
October 4, 2007 from 10:00a.m. - 2:00p.m.
Union County College
Elizabeth Campus
7th Floor Conference Room
12 West Jersey Street
Elizabeth, NJ
October 4, 2007 11:00a.m. - 1:00p.m.
Union County College
Plainfield Campus - Rm. 206
232 East 2nd Street
Plainfield, NJ
October 3, 2007
The Financial Planning Association of New Jersey will be hosting a capitol day event at the New Jersey State Capitol at Goldfinch Square, 125 West State Street in Trenton, N.J. The event is open to legislators, staff members and the public. Participants will learn about the benefits of financial planning through various financial planning workshops, one-on-one financial counseling and more.
October 6, 2007
The Financial Planning Association of New Jersey will be presenting "Mortgage Payment Woes: How to Prevent a Personal Crisis" from 2:00 - 3:30p.m. at the New Jersey of Community Bankers, 411 North Avenue East, Cranford, NJ.
New Mexico
October, 2007
The Financial Planning Association of New Mexico will include a 16-page special section in the New Mexico Business Journal to celebrate Financial Planning Week. The special supplement will show why financial planning is for everyone and how a CERTIFIED FINANCIAL PLANNER™ professional can help. It will also demonstrate how individuals have been helped by financial planning based on their unique circumstances.
New York
September 29, 2007
The Financial Planning Association of New York, New York University and Kiplinger's magazine will be co-sponsoring the fifth Annual Fitness Workshop from 8:00a.m. to 5:00p.m. at the New York University School of Law in New York, N.Y. The all day public educational event will feature a panel of Kiplinger's editors, include numerous sessions on topics ranging from how to not outlive your money, women and money, creating your own financial plan, credit scroes and identity theft, plus more. Admission for the event is $25 with net proceeds going to Project Renewal, a local program that helps the homeless get back on their feet and into jobs, homes and a better life. Please visit FPA of New York online to register and learn more about the event.
September 29, 2007
The Financial Planning Association of Greater Hudson Valley, Girls Inc. of Westchester County and the Financial Women's Association of New York are sponsoring the inaugural conference, "A Man is Not a Financial Plan," to help Westchester girls and women plan for a financially secure future from 9a.m. - 2p.m. at Berkeley College in White Plains, N.Y. The conference will empower girls to recognize that they can exercise control over their financial future and make choices that will lead to financial security and independence. It will also introduce different careers and provide concrete skills in setting financial goals, budgeting, saving and spending wisely. To register, please visit www.girlsincwestchester.org. Space is limited, so please register early.
October 6 & 7, 2007
The Financial Planning Association of Long Island will present on a vareity of financial planning topics at the Huntington Village Festival at Hecksher Park in Long Island, NY. FPA members will also be available to answer questions on financial planning topics. The event is scheduled from 10a.m. - 5p.m. on both days.
North Carolina
October 4, 2007
The Financial Planning Association of Charlotte will provide one-on-one financial planning consultations to individuals who attend the Family Financial Literacy Coalition's "Money Fest" at the Friendship Missionary Baptist Church in Charlotte, N.C. from 12:00 - 8:00p.m. Participants will be able to receive their credit report, learn tips on credit management and speak with a financial planner.
Ohio
October 1, 2007
In recognition of Financial Planning Week, the Financial Planning Association of Northeast Ohio and Channel 3 WKYC Studios will partner to deliver financial planning tips to listeners.
October 1-4, 2007
The Financial Planning Association of Greater Cincinnati is offering free evening financial planning seminars at eight branches of the Public Library of Cincinnati & Hamilton County during Financial Planning Week. The seminars will help individuals learn about the importance of financial planning, understand current financial issues and how to find a ethical and competent financial planner. Events are scheduled as follows:
October 1, 2007 at 6:30p.m.
Budget and Credit Repair
Miami Township Branch Library
8 N. Miami Avenue
Cleves, OH
513.369.6050
Northside Branch Library
4219 Hamilton Avenue
513.369.4449
Pleasant Ridge Branch Library
6233 Montgomery Road
513.369.4488
October 2, 2007 at 6:30p.m.
Financial Planning Basics
Monfort Heights Branch Library
3825 West Fork
513.369.4472
October 3, 2007 at 7:00p.m.
Retirement Planning
Harrison Branch Library
10398 New Haven Road
513.369.4442
October 4, 2007 at 6:30p.m.
Budgeting and Credit Repair
Covedale Branch Library
4980 Glenway Avenue
Westwood, OH
513.369.4460
Norwood Branch Library
4325 Montgomery Road
513.369.6037
October 4, 2007 at 6:45p.m.
Financial Planning for Young Married Couples
Loveland Branch Library
649 Loveland-Madeira Road
513.369.4476
October 1-7, 2007
The Financial Planning Association of Greater Cincinnati is partnering with Junior Achievement to conduct financial literacy courses to students throughout several Southwest Ohio area highschools. The courses will address a wide variety of fundamental financial issues that will help students begin their journey to financial freedom.
October 2-3, 4, 9, 17, 2007
The Financial Planning Association of Northeast Ohio is collaborating with Cuyahoga County Library to host a series of seminars designed to help individuals learn about the benefits of financial planning. To register, please visit www.cuyahogalibrary.org. Events are scheduled as follows:
October 2, 2007
Estate Planning
Maple Heights Regional Library
5225 Library Lane
216.475.5000
October 3, 2007
Estate Planning
Middleburg Heights Public Library
15600 East Bagley Road
440.234.3600
October 4, 2007
Investing Basics
Brook Park Public Library
6155 Engle Road
216.267.5250
October 4, 2007
Real World Retirement Planning
Parma Heights Public Library
6206 Pearl Road
440.884.2313
Budgeting 101
Solon Public Library
34125 Portz Parkway
440.248.8777
October 9, 2007
Investing Basics
Berea Public Library
7 Berea Commons
440.234.5475
October 17, 2007
Forging Your Financial Future
Orange Public Library
31300 Chagrin Blvd.
Pepper Pike
216.831.4282
Oklahoma
October 1, 2007
The Financial Planning Association of Central Oklahoma will deliver piggy banks to more than 20 elementary schools in Oklahoma City and surrounding areas. Altogether, 2,000 banks will be given away and 20 will contain $100 prizes donated by the Oklahoma College Savings Plan, Oklahoma's 529 Plan, and TIAA-CREF, the company that manages the plan.
Oregon
October 6, 2007
The Financial Planning Association of Oregon & Southwest Washington is partnering with Beaverton Library in Beaverton, Ore. to host a free college planning seminar from 10:15 - 12:15p.m. The workshop will offer advice on how much to save and how to pay for college, tips on choosing the right school, admissions planning, how to apply for financial aid, loans, grants and scholarships and cost cutting and tax strategies.
Pennsylvania
October 2, 2007
The Financial Planning Association of Philadelphia Tri-State will host a television program called "Financial Planning Perspectives" on Berks Community Television ("BCTV") from 7:30-8:00p.m. Topics will range from retirement issues and estate planning needs, to mortgages and insurance coverage.
October 3 & 4, 2007
The Financial Planning Association of Philadelphia Tri-State is collaborating with several libraries to host a series of seminars designed to help individuals learn about the benefits of financial planning. Events are scheduled as follows:
October 3, 2007
7:00-8:30p.m.
Investing Basics
Marple Library
2599 S. Sproul Rd.
Broomall, PA 19008-2829
610.356.1510
October 4, 2007
7:00-8:30p.m.
Forging Your Financial Future
Rachel Kohl Library
687 Smithbridge Road
Glen Mills, PA 19342
610.358.3445
October 4, 2007
5:00-7:00p.m.
Forging Your Financial Future
Chester County Library
450 Exton Square Parkway
Exton, PA 19341
610.280.2600
Rhode Island
October 3, 2007
The Financial Planning Association of Rhode Island will provide financial planning information and answer general financial planning questions at the The Cox Business Services Statewide Business to Business EXPO from 1:30-7:00p.m. at the University of Rhode Island's Ryan Center. The expo is open to the public and is expected to draw over 2,000 attendees.
Tennessee
October 4, 2007
The Financial Planning Association of Mid-South and Junior Achievement (JA) are partnering to conduct "Super Day," which will teach fourth graders valuable financial concepts at Fox Meadows Elementary School in Memphis, Tenn.
October 6, 2007
The Financial Planning Association of Middle Tennessee will be hosting a free moeny makeover expo from 9:00a.m. - 1:00p.m. at the Frist Center for Visual Arts in Nashville, Tenn. Participants will be able to attend multiple sessions covering financial issues important to indivdualsof all ages. Sessions include life planning/goal setting, insurance/risk management, estate planning, educational funding, investments and retirement transition, charitable giving, raising financially aware kids, tax issues in planning and retirement planning.
Texas
October 7, 2007
The Financial Planning Association of Dallas/Ft. Worth will be co-hosting a free telephone hotline and Web chat with the Dallas Morning News to answer questions from readers. Financial planning professionals from FPA will be available to answer questions.
Virginia
October 3, 2007
The Financial Planning Association of Central Virginia is hosting a free public event from 12-3p.m.to help those dealing with the numerous financial issues related to cancer treatment and recovery at the VCU Alumni House at 1016 East Clay St. in Richmond, Va. The event will address budgeting and debt management, managing concerns with your employer, identifying and accessing additional cash resources, insurance options and estate planning. Lunch will be provided. Please contact Brenda Hagg at marketing@cancerlinc.org or call 800.644.5490 to RSVP.
