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FPA

Pro Bono Financial Planning at FPA Annual Conference 2022

We are working with Seattle-based community organizations to coordinate a pro bono financial planning activity to directly impact the lives of those in the community. While we work to coordinate the event, we have opened this sign-up for those attending the conference to express interest in participating. When details are confirmed, we will communicate with those who have signed-up to volunteer their time.

We are anticipating offering two sessions, each 30 minutes in length, with 20 volunteer spots in each session. We are taking 30 volunteers for each session so we can collect the names of those willing to be back-ups or fill additional spots if they become available.

In accordance with FPA’s policy on pro bono volunteer eligibility, individuals must:

  • Be a current FPA member, and
  • Complete FPA's Pro Bono Financial Planning Training, and
  • Be a CFP® professional in good standing with CFP Board, or be a non-CFP® professional who agrees to abide by CFP Board's Code of Ethics and Standards of Conduct and who works in conjunction with a CFP® Professional.

Please note that Kurt Kaczor, FPA’s pro bono director, will follow-up to confirm your eligibility. Also, priority will be given to CFP® professionals, however, there may be shadow opportunities or other support roles for non-CFP® professionals, which will be determined.

Date: 12/13/2022 (Tue.)

Location: TBD

Created by:   Ben Lewis
 
Already signed up? You can change your sign up.

Time (PST) Available Slot
4:30pm - 5:00pm  

Pro Bono Financial Planning Volunteer (30)

 
2 of 30 slots filled
Becca (TEST) Puntoni
TEST
Byrke Sestok
can do 5p too
5:00pm - 5:30pm  

Pro Bono Financial Planning Volunteer (30)

 
1 of 30 slots filled
Becca (TEST) Puntoni
TEST
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