Virtual Financial Planning Days – October 4-9
Financial Planning Days
Zoom and In-person options
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.
We need your help to make this year's event possible! If you are a financial planner and would like to volunteer your time and expertise, sign up for a time slot here. Student and career changers are also welcome to sign up as "shadow volunteers" to observe one-on-one consultations, too!
Free Online Financial Education Resources, Tools & Calculators
Creating A Spending Plan
Presented by Nicole Boor, CFP®
Presented by Melanie Hardie, CFP®, AFC (Accredited Financial Counselor)
Investing Basics: Be a Smart Investor
Presented by Ryan Antkowiak, CFP®
Presented by FPA of MN
My Retirement Paycheck
Presented by John Comer, CFP®
Social Security Basics
Presented by Joe Downes MBA, CFP®
- Instructions for requesting a pro bono engagement or financial education presentation from a Certified Financial Planner® Professional
- Access to vetted local and national resources that can help with common financial planning topics and concerns
- Resources related to the financial challenges associated with COVID-19
- Resources and tipcs to protect and manage your finances during the COVID-19 (coronavirus) pandemic
- Answers to hundreds of financial questions
- Guides to help you understand and plan for big financial goals
- Publications and resources available in multiple languages
- A free program offered by The American Institute of Certified Public Accountants to help Americans understand their personal finances through every stage of life
- America Saves is a campaign coordinated by the nonprofit Consumer Federation of America (CFA) and is dedicated to helping individuals save money, reduce debt, and build wealth
- Self-directed online courses for teens and adult learners of all ages
- Publications and tools with learning activities
- Khan Academy is a non-profit educational organization that offers a free library of online tools that help educate students