Email us at:

mail@ffpprobono.org

Newsletter

October News | YOU are the changemakers

150 150 FFP

YOU are the changemakers

read more

August News | Don’t Wait, You Can Volunteer Now!

150 150 FFP

Don’t Wait, You Can Volunteer Now!

read more

June News | Celebrating our RIA Impact Partners

150 150 FFP

Celebrating our RIA Impact Partners

read more

May News | Your Advice Can Change a Life

150 150 FFP

Your Advice Can Change a Life

read more

2022 Impact Report – An amazing year of impact & inspiration – thanks to you!

150 150 FFP

Last 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 more

February News | FFP Celebrates Black History Month

150 150 FFP

FFP Celebrates Black History Month

read more

November News | A Season of Giving

150 150 FFP

Financial Planners Can Help Lower-Income Clients More Effectively Than Many Think

read more

October News | Their stories will inspire you

150 150 FFP

Their stories will inspire you

read more

July News | RIA Impact Partners advance pro bono service

150 150 FFP

FFP’s RIA Impact Partners expand pro bono service across their firms.

read more

Pro Bono Client Impact Story: The Mang Family

150 150 FFP

The 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 more

FFP Salutes Volunteers Helping Seniors

150 150 FFP

In 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 more

Going Beyond Financial Literacy

150 150 FFP

In 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 more

Celebrating Women’s History Month

150 150 FFP

Now 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 more

Celebrating Black History Month

150 150 FFP

In 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 more

New and Improved Pro Bono Training!

150 150 FFP

We 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 more

A Season of Giving

1024 683 FFP

The 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 more

Pro Bono Client Impact Story: Amey

1024 399 FFP

After 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 more

A Powerful Podcast

1024 399 FFP

This 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 more

Join us on August 19th for AdviceTech.LIVE!

1024 399 FFP

FFP 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 more

Powerful Impact in Communities of Color

1024 399 FFP

In 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 more

Upcoming Webinar: How to Start a Pro Bono Financial Planning Program

532 356 FFP

FFP 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 more

FFP Webinar Series

1024 399 FFP

FFP 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.

read more