Pro Bono Financial Planning Day
Saturday, October 7th, 2023 | 9:30 am - 2 pm
Volunteers sign up here.
Saturday Event Details
We are back in person at Central LA Public Library for Financial Planning Day 2023! Appointments are scheduled for 30 minutes with each participant.
We'll kick off Financial Planning Day with an all-hands in-person meeting for volunteers to go over logistics for our Pro Bono event before the event begins. Please plan to be at Central Public Library on time to attend the required volunteer meeting.
Your Pro Bono clients register in advance and will have signed FPA Los Angele's agreement forms for their one-on-one session with you. Pro bono clients will be directed to you by LA Public Library Staff. Please keep to the 30-minute timeframe so that we can accommodate as many pro bono clients as possible during the event. We will have free financial resources available for them at the event.
We will also be conducting 3-4 live workshops during the event, and are looking for volunteers willing to speak at a live workshop to the public. Workshops will be conducted in the event's Taper Auditorium and all presentation materials will be provided in advance.
Volunteers conducting one-on-one meetings with participants are required to be CFP® professionals in good standing. If you are pursuing your CFP® marks, we will have volunteers you can sit with to observe and still receive hours towards your CFP® experience requirement. There are opportunities to volunteer for non-CFP® members as well.
Address: 630 W. 5th Street, Los Angeles, CA 90071
Parking: 524 South Flower Street Garage. Parking with LA Public Library validation is $1 on Saturdays (Use this address for maps and directions if driving)
Lunch: Lunch and refreshments will be provided to all FPA Los Angeles volunteers.
For Pro Bono Volunteer Planners
Foundation for Financial Planning - links and resources
Nonprofit Financial Resources you can share with Pro Bono Clients who still have questions or need additional assistance. Non-profit organizations.
GreenPath, Inc. - non-profit, financial wellness organization offering free credit counseling and debt management solutions. 1-800-550-1961
National Foundation for Credit Counseling (NFCC) - Promotes financially responsible behavior. Participants can call a counselor at 1-800-388-2227 (English), 1-800-682-9832 (Spanish)
For ParticipantsResources that can be shared with Participants. Participants will receive emailed links and copies of handouts in the days leading up to their consultations with you.
Annual Free Credit Checks - https://www.annualcreditreport.com/
If you have CFP® colleagues or friends who may be interest in volunteering, please share this link with them. Also, if you know other non-profit organizations whose members could benefit from our event, please feel welcome to share the participant registration link with them where they can select their desired 30-minute time slot.
If you have any questions, please don't hesitate to contact your FPA of Los Angeles Pro Bono team at email@example.com