Event Calendar
Prev MonthPrev Month Next MonthNext Month
Informational Webinar on Pro Bono Financial Planning
Tuesday, August 24, 2021, 1:00 PM - 2:00 PM PDT
Category: Events

Informational Webinar on Pro Bono Financial Planning

Volunteer Locally by Using Your Unique Skillset

Promo Image with High five between financial plannersLike many of us, you believe financial planning is a profession founded on instilling hope and optimism in others. There are many individuals and families in our local community who need your unique skill set but cannot afford or access them. We welcome you to attend this intimate and honest dialog on the FPA of Puget Sound’s Pro Bono efforts, and how you can make a difference in volunteering for your community. This informational webinar is not only complementary but will bring great value to you and/or your firm by:

  • Helping you and your firm become more involved in your community
  • Finding opportunities for pro bono financial planning
  • Education on local nonprofits and how they are reaching at-risk individuals in need 

Who Should Attend?

  • Financial Planning Practitioners (Advisors/Associates with their CFP Designation)
  • Firm leadership or the firm’s community advocacy and outreach team
RSVP Today

This event is free.

Once you register through Zoom, you will be sent via email the login information.

Sponsored By: