One Step Closer to Sixth Annual Financial Planning Day!

September kicks off autumn, which is stuffed with opportunities for our Chapter’s membership to help its community through Pro Bono contributions. On the weekend of September 12th, members of the Pro Bono Committee were invited to partner with the Minnesota Army National Guard for the first time! Members were present for the group’s Power of One Fun Run, manning a booth to support the suicide prevention month events at both Camp Ripley and the Arden Hills Army Reserve Center.

Click Here for Pictures from the Power of One Event.

Just a couple days later, many members stayed after the monthly chapter meeting for a bonus Pro Bono session, covering the ins and outs of Debt Management. Melanie Hardie was our expert of the day. She helped the dozens of planner attendees to better address the myriad forms of debt (credit card, mortgage, medical, etc.) common in Pro Bono conversations. Attendees left charged to put these skills to work in serving the Twin Cities community in Pro Bono engagements throughout the year, either as needed for individual requests or serving the community en masse at the Twin Cities Financial Planning Day.

Click Here for a Comprehensive List of Community Debt Management Resources

Every month we receive at least a few requests from community members in need of financial advice but who can’t afford it. We match that person in need with an available advisor nearest to them to schedule a one-time conversation. CFP® designees who would like to be considered for these opportunities should reach the reach the Pro Bono committee at

The biggest group Pro Bono advice opportunity of the year falls on Saturday October 17th, when our advisors will serve the community at the sixth annual Twin Cities Financial Planning Day. With over 150 attendees last year, we already expect over 200 attendees from the public this year!

The problem is we still need more CFP® advisors to volunteer to meet individually with these folks in 15-minute sessions over the course of three to four hours. It is being held at the Amherst H. Wilder Foundation on Lexington Parkway N in St. Paul. This fun, quick and helpful service is in great demand, and we really could use your help! Registration only takes a couple minutes. To get signed up, click here!

If you need more info regarding the Financial Planning day, want information on other events we do throughout the year, or would like to volunteer to help in putting them on, please reach out to the Pro Bono committee at We love helping our members use their skills in coaching people on finances to make our community a better place. Thanks to all for their participation thus far; we are thrilled to have you with us this fall!