October News | YOU are the changemakers
https://ffpprobono.org/wp-content/themes/osmosis/images/empty/thumbnail.jpg 150 150 FFP FFP https://ffpprobono.org/wp-content/themes/osmosis/images/empty/thumbnail.jpgYOU are the changemakers
read moreYOU are the changemakers
read moreIndustry shines spotlight on FFP Research
read moreFoundation for Financial Planning Publishes Groundbreaking Report on Pro Bono Financial Planning Research
read moreDon’t Wait, You Can Volunteer Now!
read moreCelebrating our RIA Impact Partners
read moreYour Advice Can Change a Life
read moreCelebrating Financial Capability & Volunteer Month
read moreLast year, as economic conditions remained challenging, Foundation for Financial Planning (FFP) was proud to work alongside our partners and volunteers to reach thousands of at-risk families with pro bono financial planning and advice.
read moreFFP Celebrates Black History Month
read moreFinancial Planners Can Help Lower-Income Clients More Effectively Than Many Think
read moreTheir stories will inspire you
read moreFinancial Planners Can Help Lower-Income Clients More Effectively Than Many Think
read moreFFP’s RIA Impact Partners expand pro bono service across their firms.
read moreThe Mang Family’s lives were turned upside down when father, Peter, was diagnosed with Gliobastoma Multiforme, an aggressive form of brain cancer, in 2018.
read moreIn recognition of Older Americans Month, we celebrate the pro bono volunteers, like Hannah Depew, CFP®, who help at-risk seniors with just-in-time fiduciary advice.
read moreIn recognition of Financial Literacy Month, FFP CEO Jon Dauphiné joined longtime FFP supporter and pro bono advocate Karen Schaeffer, CFP®, on ForYourBenefit, a Federal News Network podcast, to discuss the importance of financial capability with host Bob Leins, CPA.
read moreNow you can see them. Organizations that support women. Successful [female] financial planners stepping up to support their communities, and in turn creating the visibility needed to highlight financial planning.
read moreIn recognition of Black History Month, FFP thanks our partners and volunteers who help bring quality financial planning to all families, and we celebrate the BIPOC advisors and advocates who help advance equality and accessibility within the profession.
read moreWe are thrilled to share that FFP’s Pro Bono Financial Planning Volunteer Training – created with College for Financial Planning, a Kaplan Company, and presented by Capital Group – has been updated and re-released! Through this one-hour online training, advisors will learn new skills and techniques to help better address the needs of pro bono clients, which often differ from those of paid clients. All CFP® professionals will earn a CE credit upon successful completion of the course.
read moreThe last year and a half have brought unimaginable changes to our lives. Last year, Americans saw the first significant decline in household income in nearly a decade. For the most vulnerable families, the financial impact of COVID-19 has been devastating, while the S&P stock index gained 18.4%, only widening the gap between the haves and the have nots.
read moreAfter working hard to build a future as small business owners of a smoothie café franchise, Amey and her husband were devastated when the franchise failed, forcing them to file for bankruptcy. Left with a $25,000 tax bill, Amey’s husband began driving for Uber, and their family managed to make ends meet.
read moreThis month, the Financial Planning Association® (FPA®) and host Hannah Moore, CFP®, invited FFP and our friends to the “You’re a Financial Planner…Now What?” podcast. Speaking alongside FPA® and FFP grantee and partner Family Reach, our CEO Jon Dauphiné discussed the Financial Planning for Cancer program, while pro bono client Raven shared her story of working with a volunteer financial planner to navigate the financial burden of her young son’s cancer diagnosis.
read moreFFP is honored to be the 2021 Benefactor Partner for AdviceTech.LIVE! (AT.L) on Thursday, August 19th – a live virtual conference showcasing the newest advisor fintech and more. With themes including Financial Wellness and Advice Accessibility, AT.L will donate at least 50% of event proceeds to FFP.
read moreIn January 2021, in partnership with BNY Mellon’s Pershing, FFP launched Communities of Color (CofC), a new initiative helping connect more Black and Brown families to CFP® professionals during this time of economic uncertainty. We have been proud to see the positive impact that our CofC grantees have had on individuals and families across the country.
read moreFFP Webinar, June 8th – “How to Start a Pro Bono Financial Planning Program: A special webinar for nonprofits, financial advisors, and FPA® chapters seeking to create more impact in their communities”
read moreFFP is dedicated to advancing pro bono financial guidance for people in need, including educating advisors and nonprofit partners on how to achieve meaningful impact in their pro bono engagements and programs.
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