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Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners.
Virtual Financial Planning Days feature experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise to provide free Virtual Education and Virtual Zoom meetings.
The need for expert advice from local financial planners is great – especially during the COVID-19 pandemic. That's why our chapter is proud to offer this year's event as week-long, virtual sessions beginning Monday, October 4, and lasting through Friday, October 8. Controlled, in-person appointments and a limited set of group financial education workshops will be held at Wilder Center on Saturday, October 9th from 10 am to 1 pm.