Pro-Bono & Community OutreachAre you interested in Pro-Bono work? Our association is striving to offer Pro-Bono services through our members. If you are interested in Pro-Bono work, please take the time to update your profile and select "Available for Pro-Bono Work" check box to be added to our Pro-Bono Planner Directory. Once you have opted in for Pro-Bono work, use our Local Planner Search and select "Available for Pro-Bono Work". Local Planner Search
Check out the benefits below:
Participate in FPA's community outreach. Listed below are the two current opportunities FPA offers for a financial planner to volunteer their time and expertise. Please read more to learn about helping cancer patients and military veterans with their financial needs. Current Opportunities:Financial Planning Association, The Foundation for Financial Planning &CENTSAs cancer costs have skyrocketed, physicians have begun to treat the severe financial distress associated with a cancer diagnosis as a new health problem, coining the term “financial toxicity.” The Financial Planning Association, the Foundation for Financial Planning, and the nonprofit CENTS are teaming up to respond to this problem. By committing to volunteer your financial planning assistance you will help ensure patients and their caregivers/families are prepared to manage their spending and maintain a healthy financial situation during cancer treatment and beyond. The Commitment We have tailored our program to fit into your busy schedule. We are asking you:
Your Role This is a volunteer opportunity. You do not have to be an expert on everything, nor do you have to implement the plan. You can help a patient/caregiver:
Training To prepare you for the program, there are two short online trainings:
For more information please email [email protected] or call 206-267-7017. Financial Planning Association Pro Bono & The Foundation for Financial Planning Help Military VeteransPro Bono Planners are needed in your area! FPA has been matching Pro Bono Planners for Military Veterans to deliver free “no strings attached” financial planning information and education.Training: If you have not done Pro bono Boot Camp please see for training information. Please also submit the pro bono training enrollment form via email to [email protected].
With the military pro bono outreach there is typically:
Contact us if you have any additional questions. Seattle TimesThe Seattle Times is looking for a financial planner/advisor who would like to work on a pro-bono financial plan with a participant chosen by the Seattle Times.Several meetings may be required and the planner will be asked to provide a written plan and recommendations to both the participant and George Erb, the Seattle Times columnist. The article will appear in the Seattle Times with the planner's photo in the print version. Details on the participant are listed below. The potential planner will need to complete the financial plan a month in advance. The Seattle Times is looking for a planner that is preferably fee-only or fee-based. Also, the planner should have held the CFP® designation for at least 3 years and have no disciplinary actions against them. Seattle Times would also prefer planners who do financial plans on a regular basis. Additionally, you must be a current member of the FPA. Please email Robin Tan, CFP if you would like to volunteer and send him your answers to the questionnaires below: *If you have previously sent a questionnaire for a volunteer opportunity, please update your information and send in a new questionnaire as the Seattle Times needs your most up-to-date information.
Important Note: Seattle Times will not publish this phrase and will not provide any contact information about the planner or their broker/dealer firm. Seattle Times will also not allow you to review the article before publication, which is quite typical of media. No exceptions to this. We have had issues with this with a few planners who wanted to review the article after they had completed a plan (and right before publication). Please be very aware of this rule so as not to jeopardize this program. Please do not request to do this if you are not comfortable with this setup. Email Robin with your questionnaire now. Additional Resources
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