Join us on April 23rd immediately preceding the Monthly Chapter meeting for a 1-hour financial planning workshop (CFP CE pending) on working with military personnel and families to provide financial counseling. Scheduled presenter is John Bergstrom, CFP®, ChFC, CLU, CDFA, a fellow member of our chapter and Lt. Commander in the U.S. Navy (Reserves). Seating is limited. Select this Optional Item during your registration. 1:15 – 2:15 pm – Somerset Room, Golden Valley Country Club.
Collaboration with CBOs (Community Based Organizations) continues to be in the works. Some, like Jump$tart coalition, Habitat for Humanity, etc. are in re-evaluation/hiatus mode. Prepare + Prosper is in the process of reformulating delivery of financial consulting to its clients. Tapestry and Tubman are focused on group presentations with Financial Education Committee. College Possible, a new CBO relationship, is finalizing a date for a mini Financial Planning Day for its AmeriCorp volunteers. We may need 20 planner volunteers for 15-minute one-on-one sessions – watch for future announcements.
One-on-one, ad hoc financial consulting inquiries through our chapter continue to average 2 per month. Pro Bono Planner Map has made it easier to identify volunteer planners closest to pro bono client inquiries.
Pro Bono Committee meetings are open to all members. If you are interested in participating, please reach out to me. Our next committee meeting is Thursday, May 14.
Mark your calendar for this summer’s Pro Bono Workshop – Special Needs Planning and Accounting, July 21, 2:15 -3:15 pm.
The FPA Pro Bono Impact Report is out! Have you seen it? Click here to see the great work that has been done. Some terrific numbers. 2014 FPA Pro Bono Impact