- about FPA
- financial professionals
- contact us
This free virtual event gives you the opportunity to meet one-on-one with Certified Financial Planner™ professionals to discuss your personal finance questions, concerns and interests..
Don’t miss this opportunity for a free, private consultation with experts on a wide variety of personal finance issues, including debt management, retirement planning, investment strategies, income taxes, insurance, and estate planning, among many others!
And best of all, there are no strings attached! Financial planners volunteer their time and do not pass out business cards or tout products or services. They meet with one individual or one couple at a time.
The need for expert advice from local financial planners is great – especially in this economy. That's why our chapter is proud to offer this year's event as week-long, virtual sessions beginning Saturday, October 1, and lasting through Thursday, October 6.
We focus on clients with little or no assets and incomes at or below 80% of the local median income, the income limit designated by the U.S. Department of Housing and Urban Development for determining eligibility for public housing, but these income limits may be waived for clients referred by our non-profit partners and all branches of the deployed military. Please review the Confidential Client Questionnaire, Letter of Engagement and the ProBono Guidelines. These are documents that you will need to read and should fill out prior to your consultation.