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Financial Planning Days Brings Free Financial Planning to Americans in 20 U.S. Cities

For Release: October 1, 2010

Denver, Colo. and Washington, D.C. – The Financial Planning Association®, Certified Financial Planner Board of Standards, Foundation for Financial Planning and the U.S. Conference of Mayors announced that 20 cities will participate in the first-ever Financial Planning Days (www.FinancialPlanningDays.org) program in October and November 2010.

Financial Planning Days is a groundbreaking program involving city governments and hundreds of financial planners nationwide, in an effort to provide free financial education to Americans via a series of daylong clinics and one-on-one sessions. Financial Planning Day events will feature experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals who will provide free, no-strings-attached, financial counsel and information to underserved communities, young adults and individuals facing special life circumstances or crises.

Financial planners will meet with attendees to answer questions on budgeting, getting out of debt, income taxes, dealing with mortgage foreclosures, paying for college, estate planning and insurance, among many other topics. The events will also feature a series of free classroom-style workshop presentations addressing key personal finance topics. The advice will be offered on a “no-strings-attached” basis and planners will not give out business cards or sell financial products or services.

The participating cities are:

  • October 2: Miami and Oakland
  • October 9: Denver and Sunnyvale, Calif.
  • October 16: Elizabeth, NJ; Burnsville (Twin Cities), Minn.; and San Francisco
  • October 23: Chicago; Cincinnati; Eugene, Ore.; Houston; Huntington Beach (Orange County), Calif; Los Angeles; Mesa, AZ; New York; Omaha; Philadelphia; Seattle; and Washington D.C.
  • November 13: Indianapolis

How people can participate: Free online registration for Financial Planning Days is available at www.FinancialPlanningDays.org, or by calling toll free at 877-861-7826. Walk-ins are also welcome.

About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net or call 800-487-1497.

About FPA
The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who need, support and deliver professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process. Based in Denver, Colo., FPA has 95 chapters throughout the country representing tens of thousands of members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning and advances the financial planning profession. For more information about FPA, visit www.FPAnet.org or call 800-322-4237.

About Foundation for Financial Planning
The mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial planning community with people in need. The Foundation funds programs that provide pro bono financial planning, and connect volunteers through the involvement of the financial planning and services community. The Foundation strives to help people who are underserved by the market, in need of financial guidance, or in a financial crisis. The Foundation aims to improve the lives of all Americans through access to pro bono financial planning and financial life skills education to provide those at all socio-economic levels with the knowledge to control their financial lives and opportunities to obtain unbiased financial advice in time of crisis and disaster. For more information about the Foundation for Financial Planning, visit www.foundation-finplan.org.

About The U.S. Conference of Mayors
The U.S. Conference of Mayors is the official nonpartisan organization of cities with populations of 30,000 or more. There are 1,204 such cities in the country today. Each city is represented in the Conference by its chief elected official, the mayor. More information about the Conference is available at www.usmayors.org.



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