Financial Planning Association Pro Bono Services for underserved populations. Giving back to those in need.  Financial Planning Association with the.

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Presentation transcript:

Financial Planning Association Pro Bono Services for underserved populations. Giving back to those in need.  Financial Planning Association with the Foundation for Financial Planning (501C3) Financial Planning Association

Pro Bono History As an organization, the effort began with the 9/11 terrorist attacks when the Financial Planning Association (FPA) answered the call by establishing a Pro Bono outreach. Since 2001 the FPA & the Foundation for Financial Planning (FFP),a 501c3 charity, have worked together to promote pro bono planning to those in need. In 2013 FPA and FFP entered into a strategic partnership. FPA Chapters work with domestic violence shelters, homeless transition projects, and partnered with numerous community based organizations to give financial planning guidance to others. Financial Planning Association

Working with Underserved Populations Underserved populations can be targeted by financial predators. We believe that the pro bono approach to offer no sales/no strings attached assistance to the underserved is the key underpinning that makes our outreach so successful and trusted.

Pro bono Impact 2013

Community Partners

Financial Planning Days Brings Free Financial Counsel to Americans Nationwide

To find 2014 events visit: www.financial planningdays.org

Military Partners In 2013, 570 Military Members received one on one financial planning sessions from 413 planners. Thousands received workbooks &/or online training resources via USA Cares, Easter Seals-Dixon Center. Military Partners that have partnered FPA & FFP pro bono services: Homes for Our Troops Coast Guard Operation Homefront USA Cares Yellow Ribbon Fund Support the Enlisted Project Dixon Center/Easter Seals US National Guard Marine Air Station Miramar

FPAprobono@OneFPA.org www.OneFPA.org Let us do more! The first step is to meet with your local FPA chapter leadership. Call us today 770-938-1110 to find the chapter near you! FPAprobono@OneFPA.org www.OneFPA.org FoundationForFinancialPlanning.org or mail@foundation-finplan.org 770-938-1110 Financial Planning Association