Sign-up today for a free Financial Planning Days 1-1 Financial Planning session in a city near you.

This is your unique opportunity for free 1-1 consultations in a city near you sponsored by:

  • Foundation for Financial Planning

  • Financial Planning Association & their local chapters

  • Certified Financial Planner Board

  • US Conference of Mayors

In these uncertain economic times, Americans nationwide will have the opportunity to get competent financial advice at absolutely no cost and with no strings attached.  Over the next five weeks, between September 28 and November 2, Financial Planning Days (www.FinancialPlanningDays.org) will be celebrated in twenty cities around the U.S.  On those days, hundreds of financial planners will partner with local city governments and gather in designated schools, municipal buildings, and libraries to offer free financial counsel to area residents.

Now in its fourth year, Financial Planning Days is a is a joint endeavor by the Certified Financial Planner Board of Standards, the Financial Planning Association, the Foundation for Financial Planning, and the U.S. Conference of Mayors.  The mission of the initiative is to bring free, ethical financial planning advice to the general public through one-on-one advising sessions and group workshops.  Highly qualified CERTIFIED FINANCIAL PLANNER™ professionals and experts from the Financial Planning Association® and will volunteer their time to offer “no-strings-attached” advice.  Financial planners will not distribute business cards, take names or sell financial products or services. 

In one-on-one consultations, financial planners will be seated at tables and will meet privately with individuals and couples to answer questions on budgeting, managing credit, getting out of debt, income taxes, homeownership, planning and paying for college, estate planning and insurance, and many other topics. Free classroom-style workshop presentations covering key areas of personal finance will also be available.

The national partners are pleased to have the U.S. General Services Administration (GSA) partner with them again this year to promote Financial Planning Days to Americans through their various communications tools and outreach programs, including the U.S government’s official web portal, USA.gov, and emails to hundreds of thousands of consumers. GSA will also provide a variety of free personal finance educational brochures from the government for attendees to order online or pick up at the events.  

Events are planned in the following metro areas:

Chicago, IL

Columbus, OH

Denver, CO

Elizabeth, NJ

October 26

October 9

October 5

October 26

Henderson, NV

Indianapolis, IN

Los Angeles, CA

Miami, FL

October 19

October 19

October 19

October 21 and 22

Milwaukee, WI

Oakland, CA

Phoenix, AZ

West Sacramento, CA 

October 19

October 5

October 26

October 26

San Antonio, TX

San Diego, CA

San Francisco, CA

Seattle, WA

October 12

September 28

October 19

October 12

St. Louis, MO

St. Paul, MN

 Virginia Beach, VA

Washington, DC

October 19

October 5

November 2

November 2


To participate: Free registration is available at www.FinancialPlanningDays.org or by calling toll-free at 1-877-861-7826. Walk-ins are also welcome.   

Powered by Blackbaud
nonprofit software