News & Events

August 23, 2023 at 1:00 PM EST This webinar is free and offers 1 CE Credit for AFCPE and CFP® professionals (approval pending).Joe’Mar Hooper, MPA; Executive Director at 3rd DecadePro-bono clients served by CFP® professional volunteers come from diverse backgrounds and socio-economic statuses. In all aspects of financial advising, planning, and counseling, being culturally competent and mindful of that diversity is vital. This is especially ...
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June 6, 2023 at 1:00 PM EST This webinar is free and offers 1 CE Credit for AFCPE and CFP® professionals.

• Amber Castor, Program Coordinator at Volunteers of America- Texas
• Ellary Makuch, Program Officer, Local Initiatives Support Corporation
• Shoshana Marder, Senior Program Lead and Product Manager at Leap Fund
• Colton Naval, Community Engagement Manager at findhelp

Navigating public benefits is a challenge for ...
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FFP e-newsletter, March 22, 2023: 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 ...
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FFP Special Post, March 8, 2023: During Women’s History Month, FFP recognizes the amazing female leaders and trailblazers who have fought to ensure women can access all the financial rights, benefits, and opportunities that are available to men in the United States. In this post, we briefly trace the history of women and money in the U.S., look at the financial progress and struggles of women ...
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Globe Newswire, February 8, 2023: Kalita Blessing, Gabriel Garcia, Erica James, Rohit Mahna, Kristin Pugh, and Hussain Zaidi join FFP Board of Trustees WASHINGTON, D.C.: February 8, 2023 – The Foundation for Financial Planning (FFP), the nation's leading 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced that six new members will join its ...
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Globe Newswire, January 25, 2023: FFP to issue $550,000 in grants in 2023 to support pro bono financial guidance programs for Americans facing financial hardship WASHINGTON, January 25, 2023: Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, has announced that it will award grants to 18 nonprofit organizations around the country, ...
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CFP Board, November 29, 2022: "We’re excited to work with CFP Board to grow these efforts until every CFP® professional is aware of the powerful impact they can make through pro bono service.” said FFP CEO Jon Dauphiné ...
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FFP e-newsletter, September 28, 2022: Financial Planners Can Help Lower-Income Clients More Effectively Than Many Think ...
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WealthManagement.com, August 16, 2022: As inflation continues to surge, lower- and moderate-income (LMI) families search for ways to stretch their budgets and meet rising expenses. Many have little understanding of basic finances, and nowhere to turn for objective, fiduciary advice ...
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Globe Newswire, August 10, 2022: New webinar series aims to enhance education and training opportunities for financial advisors and will qualify for CE Credits WASHINGTON, D.C., August 10, 2022: The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, is partnering with the Financial Behavior Keynote Group to launch a ...
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Globe Newswire, August 3, 2022: WASHINGTON, D.C., August 3, 2022: Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced that seasoned financial advisory executive Ben Harrison has been appointed Chair by its Board of Trustees. Harrison is a Managing Director and member of the Executive Committee for BNY Mellon’s ...
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FFP e-newsletter, July 28, 2022: FFP's RIA Impact Partners expand pro bono service across their firms ...
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March 15, 2023 at 1:00 PM EST This webinar is free and offers 1 CE Credit for CFP and AFCPE Professionals.Ryan Law, CFP® and AFC®, is the Director of the Utah Valley University (UVU) Money Success Center. An award-winning educator, teaching the financial counseling courses as part of the Personal Financial Planning Program at UVU, Ryan is also the author of the book “Student Loan ...
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January 18, 2023 at 1:00 PM EST This webinar is free and offers 1 CE Credit for CFP and AFCPE Professionals.Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a personal finance education ...
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November 3, 2022 at 1:00 PM EST This webinar is free and offers 1 CE Credit for CFP and AFCPE Professionals.Dr. Kristy Archuleta is an internationally recognized and award-winning Professor in Financial Planning at the University of Georgia, a Licensed Marriage and Family Therapist, and a Certified Financial Therapist-I™. Known for her contributions to the development of financial therapy, she is a co-founder of the ...
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September 7, 2022 at 1:00 PM EST This webinar is free and offers 1 CE Credit for CFP and AFCPE Professionals.Dr. Michael G. Thomas Jr. is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy, data visualization’s effects on financial behavior, and the connection between brain function and money. Dr. Thomas’ life-long goal is to ...
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FFP e-newsletter, June 29, 2022: 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 ...
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FFP e-newsletter, May 25, 2022: 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 ...
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FFP e-newsletter, April 13, 2022: 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 ...
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FFP e-newsletter, March 30, 2022: 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 ...
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FFP e-newsletter, March 17, 2022: As the COVID-19 pandemic continued through 2021, millions of Americans experienced a decline in their financial health. Those who were already financially vulnerable were hit the hardest. In an effort to reach those most impacted, Foundation for Financial Planning (FFP) continued to work hard to expand pro bono financial planning programs that connect struggling Americans with dedicated CFP® professionals ...
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InvestmentNews, March 14, 2022: The payoff for pro bono work doesn't show up on the bottom line. It’s in the returns you get from touching someone’s life at a vulnerable moment ...
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ThinkAdvisor, March 10, 2022: March is about celebrating Women’s History and unfortunately, in the financial advisory world, some of that history is not as great as we would like. For example, nearly one-third of the gender financial literacy gap is attributed to women’s lower confidence levels, versus a knowledge gap, according to the Global Financial Literacy Excellence Center. And while 85% of women control their families’ ...
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FFP e-newsletter, February 28, 2022: 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 ...
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FFP e-newsletter, January 31, 2022: 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 ...
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Globe Newswire, January 13, 2022: FFP to issue more than $470,000 in grants in 2022 to support pro bono financial guidance programs for Americans facing financial hardship WASHINGTON, D.C., January 13, 2022: Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, has announced grants to 18 nonprofit organizations around the country. Each ...
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Globe Newswire, December 8, 2021: The funds will fuel new and existing programs to reach 125,000 more people in need by January 1, 2025 WASHINGTON, D.C., December 8, 2021: Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced a new goal to raise $5 million by January 1, 2025 to ...
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FFP e-newsletter, November 23, 2021: 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 ...
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InvestmentNews, October 28, 2021: Fintech could be the leg up that pro bono financial planning needs, according to new research from the Foundation for Financial Planning. While a 2021 survey by the Certified Financial Planning Board of Standards found that 60% of CFP holders had done some pro bono planning over the past two years, averaging 28 hours per year, those numbers are virtually unchanged from two years earlier ...
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Globe Newswire, October 26, 2021: New research will enhance tech solutions offered through the Foundation’s pro bono programs and encourage innovation in financial planning software for low-to-moderate income clients WASHINGTON, D.C., October 26, 2021: The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced key findings from the most extensive research ...
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Globe Newswire, October 5, 2021: FFP welcomes 8 RIAs to its inaugural RIA Impact Partners program, advancing pro bono services in the advisory profession WASHINGTON, D.C., October 5, 2021 (GLOBE NEWSWIRE): The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced that eight leading RIAs have signed on to its ...
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FFP e-newsletter, September 30, 2021: 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 ...
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FPA and FFP Announcement, September 29, 2021: FPA® and FFP are pleased to announce FPA of Orange County as the recipient of the 2021 Power of Financial Planning Award in recognition of their commitment to delivering pro bono financial planning in the spirit of FPA’s Primary Aim: To elevate the profession that transforms lives through the power of financial planning. ...
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FFP e-newsletter, September 9, 2021: To honor the 20th anniversary of the 9/11 attacks on our nation, FFP is proud to share some reflections on how that terrible day helped spur a pro bono financial planning tradition that has since grown and flourished ...
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FFP e-newsletter, August 31, 2021: 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 ...
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FFP e-newsletter, July 29, 2021: 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 ...
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FFP e-newsletter, June 30, 2021: 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 ...
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WealthManagement.com, June 28, 2021: The COVID-19 pandemic arrived like a tidal wave on our shores, wreaking health and financial devastation on millions of lower- to middle-income (LMI) Americans, who often had no emergency fund while facing a loss of income due to employment disruptions and other factors ...
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FFP Webinar, June 8, 2021: A special webinar for nonprofits, financial advisors, and FPA® chapters seeking to create more impact in their communities. Foundation for Financial Planning (FFP) invites you to a webinar exploring how nonprofit organizations, CFP® professionals, or FPA® chapters can start pro bono financial planning and guidance programs to bring much-needed expert advice to underserved members of their communities ...
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InvestmentNews, May 17, 2021: Financial planning might be the last thing on someone’s mind after they’re diagnosed with cancer, but it can help with their quality of life — and perhaps even prolong their life. New research involving patients with aggressive blood cancer found a 53% higher survival rate over 12 months linked with financial planning intervention, as well as help from nurses and pharmacists ...
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Financial Planning, May 10, 2021: Alexandra Armstrong, one of the first individuals to obtain a CFP certification, still remembers walking into Ameriprise more than 25 years ago and asking for a $10 million donation. Armstrong, now 81, and the late financial planning pioneer Don Pitti didn’t have a formal business plan for the seedling non-profit foundation they were launching, and they didn’t yet have any ...
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FFP e-newsletter, April 29, 2021: 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 ...
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InvestmentNews, April 12, 2021: Seven years ago, Serenity’s life took a drastic turn. After consulting several doctors about ongoing stomach pain, she was diagnosed with stage one gastroesophageal junction cancer. Following a painful surgery, a year of recovery and her daughter’s birth, Serenity’s cancer recurred — this time in her lungs. In the years that followed, she experienced multiple recurrences throughout her body, with radiation ...
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ThinkAdvisor, April 9, 2021: The Foundation for Financial Planning’s pro bono financial planning efforts for people in crisis or need increased significantly in 2020 as advisors stepped up to help those most affected by economic fallout from the COVID-19 pandemic, it said Thursday. FFP saw a 27% increase in the total number of one-on-one advice sessions for at-risk individuals provided by its grantees and partners, growing ...
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Globe Newswire, April 8, 2021: Foundation’s new volunteer “matching” platform, robust grantmaking, and virtual engagements helped meet the increased need for free financial advice WASHINGTON, April 8, 2021: The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, reported that its pro bono efforts increased substantially in 2020 as financial advisors stepped up ...
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FFP e-newsletter, February 25, 2021: We are currently seeking CFP® professionals to volunteer for the sixth installment of our Retirement Resilience Program. Volunteers will provide virtual pro bono financial education, personalized guidance, and one-on-one consultations to financially vulnerable seniors ...
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Globe Newswire, January 14, 2021: Kate Healy assumes Chair; Yonhee Choi Gordon, CFP®, Steve Larson, Jean C. Setzfand, Ed Walters, and Jocelyn D. Wright, CFP®, RICP® join FFP Board of Trustees WASHINGTON, D.C.: January 14, 2021 - The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced that it has ...
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Globe Newswire, January 7, 2021: FFP to develop and support pro bono financial planning programs serving thousands of Americans facing financial hardship in 2021 WASHINGTON, D.C.: January 7, 2021 - The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced that it will award grants to 16 nonprofit organizations around ...
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ThinkAdvisor Podcast, December 8, 2020: I remember it clearly. My client was shivering before me, on the brink of being evicted into the cold Boston winter with her four kids. I went with her to her rented apartment where I found the heat barely working, the family relying on the oven for warmth; exposed, live electrical wiring; holes in walls and floors and a major ...
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Globe Newswire, December 8, 2020: The Initiative will boost grant funding to nonprofits supporting people of color with pro bono financial planning and guidance WASHINGTON, D.C.: Dec. 8, 2020 – The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, has announced that BNY Mellon’s Pershing will be the Presenting Sponsor ...
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InvestmentNews Podcast, November 16, 2020: A call for pro bono in financial services. Jeff Benjamin and Bruce Kelly welcome Jon Dauphiné from the Foundation for Financial Planning to discuss his group’s call asking for advisers to commit to at least 25 hours of pro bono work a year. He explains why this commitment would be good for advisers, and why it would be good for ...
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Financial Advisor Magazine, November 13, 2020: FFP Calls On CFP Board To Recommend Pro Bono Service For Advisors. The Foundation for Financial Planning (FFP), in collaboration with industry leaders serving on the nonprofit organization’s Corporate Advisory Council, has issued a joint statement asking that the Certified Financial Board of Standards recommend all certificants perform at least 25 hours of pro bono service annually. The joint ...
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RIA Intel, November 12, 2020: Wealth Management Leaders Urge CFP Board to Better Promote Pro Bono Financial Planning. A notable group of leaders from wealth and asset management firms sent a formal letter to the CFP Board on Thursday, asking the organization to do more to encourage financial advisors to donate their time and skills to those in need. The corporate advisory council of the ...
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InvestmentNews, November 11, 2020: Finance leaders ask CFP Board to recommend pro bono work. The biggest brands across the financial services landscape are calling on the CFP Board to recommend advisers consider pro bono work in an effort to help those most affected by the global pandemic. The campaign, engineered by the Foundation for Financial Planning’s Corporate Advisory Council, carries the endorsement of executives from ...
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FFP Announcement, November 12, 2020: Coming Together to Help At-risk Americans in a Time of Crisis   The following statement was submitted by members of Foundation for Financial Planning’s Corporate Advisory Council, a group composed of business leaders in the financial advice sector who pursue a shared goal of bringing pro bono financial planning and advice to underserved people. Even before COVID-19 hit our shores, ...
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FFP e-newsletter, September 30, 2020: For those attending the FPA Annual Conference online, be sure to check out FFP’s pro bono session, Giving Back with Pro Bono Financial Planning, this Friday, October 2nd, 12-1pm ET ...
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Forbes, August 18, 2020: The Need for Pro Bono Financial Planning Has Never Been Greater. How can the wealth management industry help? One man who’s more than happy to answer is Jon Dauphiné, CEO of the Foundation of Financial Planning (FFP). Founded in 1995, FFP is the national engine for pro bono financial planning and the only 501(c)(3) not-for-profit charity devoted solely to supporting this ...
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FFP e-newsletter, July 30, 2020: FFP has been proud to collaborate with AARP on the Retirement Resilience Program, sponsored by Stratos Wealth Partners. This series of webinars educates and brings personalized financial guidance to vulnerable seniors, many of whom are affected by COVID-19 and not able to live life as usual during this crisis ...
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Upcoming Webinar, August 6, 2020: This webinar will explore the universal and divergent areas of financial well-being for 8 unique identity groups. Our hosts will present new research that examines financial well-being across the dimensions of access to financial services, financial actions, and attitudes about one's own financial situation. Finally, we will explore the role of the planner in using financial empathy to empower individuals ...
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Authority Magazine, July 12, 2020: Raise awareness that it is OK to ask for help with finances. While financial planners don’t always have to manage money, there are resources available at all levels of complexity and cost. Some financial planners however will give advice on your overall financial picture and provide a financial plan for you to follow. You can use them as a check-in ...
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U.S. News & World Report, July 1, 2020: The recent economic fallout has highlighted the financial insecurity many Americans face every day. In 2019, nearly 40% of American adults surveyed by the Federal Reserve said they did not have enough savings to cover an emergency. By April 2020, the Pew Research Center found that nearly half of white adults and three-quarters of Black and Hispanic ...
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InvestmentNews, June 4, 2020: Jon Dauphine, CEO of Foundation for Financial Planning, describes new $1 million fund providing emergency grants to groups helping health care first responders and others impacted by the pandemic ...
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Advisor News, June 3, 2020: December 2019 marked the 50th anniversary of the financial planning profession. In December 1969, 13 individuals in the financial services industry gathered in an airport hotel in Chicago and planted the seeds of what has become the financial planning profession. Pro bono financial planning has always been a hallmark of the financial planning field, but it needs to be ingrained ...
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ThinkAdvisor, May 19, 2020: The Foundation for Financial Planning launched a COVID-19 Financial Resilience Fund, driven by a $500,000 matching commitment from Charles Schwab Foundation, FFP said. All qualified contributions to the fund will be matched dollar for dollar, creating a total potential of $1 million to help bring pro bono financial planning and advice to low-income workers and other groups hurt by the COVID-19 pandemic, according to ...
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WealthManagement.com, May 14, 2020: The Foundation has created the COVID-19 Financial Resilience Fund, which will help bring free financial advice to low-income workers and other groups impacted by the pandemic. The fund launches with a $500,000 matching commitment from the Charles Schwab Foundation ...
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Financial Advisor, May 14, 2020: Schwab will match all qualified contributions to the fund dollar-for-dollar, according to an announcement by the FFP, creating a total potential of $1 million to help bring pro bono financial planning and advice to low-income workers and other groups impacted by the COVID-19 pandemic ...
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Globe Newswire, May 14, 2020: Fueled by a $500,000 matching commitment from Charles Schwab Foundation, the COVID-19 Fund will help bring free financial guidance to those most impacted by the crisis Washington, D.C., May 14, 2020 (GLOBE NEWSWIRE) – The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, has announced ...
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FFP e-newsletter, May 7, 2020: The coronavirus pandemic has caused many individuals and families to experience unexpected financial challenges. While public benefits and other social services can help, many people don’t know about the programs, the eligibility requirements, or the application process. In response, the Foundation for Financial Planning (FFP) and the Financial Planning Association (FPA) are hosting a webinar to help advisors navigate systems ...
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TheStreet, May 4, 2020: With stimulus checks starting to show up in Americans' bank accounts, what’s the best use of the cash? First things first, experts say ...
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April 29, 2020: To help sustain U.S. nonprofits during the COVID-19 Crisis, we encourage financial planners to recommend that clients direct grants from their Donor Advised Funds. As the nation grapples with the COVID-19 health and economic crisis, the 1.3 million charities in the U.S. are facing unprecedented challenges that threaten their ability to deliver critical services, and in some cases their very survival. Most ...
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FFP e-newsletter, April 20, 2020: In the fluid and rapidly developing environment of COVID-19, many pro bono financial advisors are wondering if they have the knowledge and information needed to help low- to moderate- income clients ...
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FFP e-newsletter, March 30, 2020: During these difficult times, virtual financial planning and advice for pro bono clients is more important than ever. To help practitioners with this often new form of service delivery, the Foundation for Financial Planning is hosting a coaching demo and skills session with Saundra Davis of Sage Financial Solutions ...
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InvestmentNews, April 1, 2020: Jon Dauphiné, CEO of Foundation for Financial Planning, said financial advisers are uniquely positioned to help with the unfolding crisis by providing financial education and guidance as more Americans lose livelihoods and deplete meager savings ...
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Dear Partners and Friends, As the nation grapples with the coronavirus pandemic, we face unprecedented challenges that will require all sectors to collaborate for the public good, including finding ways to support the millions of financially at-risk Americans who will need quality financial planning and advice more than ever before. The Foundation for Financial Planning (FFP) is working with our partners, supporters, and volunteers to ...
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FFP e-newsletter, February 28, 2020: Survey data from pro bono volunteers suggest that a lack of confidence in serving lower-income clients can be a barrier for some planners contemplating volunteer service. To help planners build the confidence and skills needed to serve vulnerable people, FFP worked with FPA and Kaplan Professional, which donated its expertise and services, to develop the new Pro Bono Financial Planning ...
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Globe Newswire, February 19, 2020: FFP to issue more than $400,000 in grants during its 25th anniversary year Washington, D.C., Feb. 19, 2020 (GLOBE NEWSWIRE) -- The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, has announced that it will award grants to 15 nonprofit organizations around the country, each working ...
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FFP e-newsletter, January 30, 2020: FFP has officially opened applications for our 2021 grants, which will support quality nonprofit programs delivering pro bono financial planning to populations who could not otherwise afford or access financial planning services. Eligible 501(c)(3) nonprofit organizations are invited to apply before April 30, 2020 by visiting ffpprobono.org/our-work/grants. ...
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Globe Newswire, Washington, D.C., January 30, 2020: The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced that it has appointed three new members to its Board of Trustees: Eric Clarke, Chief Executive Officer of Orion Advisor Solutions; Jeff Concepcion, Founder and Chief Executive Officer of Stratos Wealth Partners; ...
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Financial Advisor Magazine, January 2020: In May, several leaders of the financial planning profession took part in a first-of-its-kind summit. The Foundation for Financial Planning convened the meeting, attended by its CEO Jon Dauphiné, as well as Kevin Keller from the CFP Board of Standards, Lauren Schadle of the Financial Planning Association and Geoffrey Brown of the National Association of Personal Financial Advisors. These executives ...
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FFP e-newsletter, November 26, 2019: In recognition of the Foundation for Financial Planning (FFP)'s 25th Anniversary next year, the Charles Schwab Foundation has announced that it will match all qualified donations, dollar-for-dollar, up to a total of $500,000. All matching funds will support FFP's "Future of Pro Bono" Anniversary Fund, which aims to raise a minimum of $1.5 million by the end of 2020. The ...
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CNBC, November 24, 2019: Cancer sends many patients into bankruptcy. Advisors are stepping up to stop that When Kelly Smith had a mammogram in February 2018, she got a clean bill of health. Yet that April, as she was putting on lotion, she noticed a lump in her left breast. Several follow-up visits to her doctors confirmed the worst: She had stage 3B breast cancer, which ...
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FFP e-newsletter, November 19, 2019: On November 19, 2019, FFP collaborated with AARP and Stratos Wealth Partners to provide economically vulnerable older adults with tips on good financial management and then to link them to volunteer CFP experts for one-on-one guidance. The live event consisted of a 45-minute webinar hosted by FFP’s Jon Dauphiné, Stratos CEO Jeff Concepcion, and AARP’s Jean Setzfand. During and after ...
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FFP e-newsletter, October 30, 2019: FFP and our partners are growing efforts to offer pro bono financial planning to families facing cancer. We would like to extend a special thank you to Mike and Leslie Longo, who told their story about Mike’s cancer diagnosis and the resulting financial challenges at the Financial Planning Association (FPA) National Conference on October 4th. It was a powerful moment, ...
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Alexandra Armstrong, CFP®, honored for over two decades of service to advancing pro bono financial planning for people in need. MINNEAPOLIS, MN, Oct. 16, 2019 (GLOBE NEWSWIRE) -- The Foundation for Financial Planning (FFP)—a national nonprofit organization dedicated to expanding access to pro bono financial planning for people in need—has announced that it will bestow its first-ever Lifetime Achievement Award on its longtime trustee and supporter, ...
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CFP Board, FPA, Foundation for Financial Planning and NAPFA agree on steps that will establish pro bono financial planning as a critical element of the profession. In May, the Foundation for Financial Planning, the nation's only nonprofit charity devoted to providing pro bono financial planning to people in need, convened the first-of-its-kind Nonprofit CEO Summit on Pro Bono Financial Planning to advance and expand pro ...
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The Financial Planning Association and the Foundation for Financial Planning will honor FPA of Georgia’s pro bono financial planning efforts at the FPA Annual Conference DENVER (September 11, 2019) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce FPA of Georgia as the recipient of the 2019 Power of Financial Planning Award in recognition of their commitment ...
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When Taz A., a cab driver, showed up at FFP grantee Britepaths, he was drowning in debt and struggling to get by. Read more about how his pro bono financial planner helped him for over a year to conquer his debt, get back on track, and realize his lifelong dream of buying a home at age 60 ...
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When Taz A., a cab driver, showed up at FFP grantee Britepaths, he was drowning in debt and struggling to get by. Read more about how his pro bono financial planner helped him for over a year to conquer his debt, get back on track, and realize his lifelong dream of buying a home at age 60 ...
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Want to learn more about how advisers can help improve financial capability for those in need? FFP is featured alongside two other leading nonprofits in a recent issue of InvestmentNews ...
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Twelve days before Christmas in 2014, sixth-grader Lilli Hicks was diagnosed with acute myeloid leukemia, setting into motion a rush of tests, treatments and prescriptions that would consume her family's life for the next several years. Nearly five years later, Lilli is heading into her junior year of high school cancer-free. But while the family’s eldest daughter has recovered physically, the Hickses are fighting a protracted ...
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Helping Marines Reach Financial Independence: FFP Grantee Financial Independence Training (FIT) is dedicated to increasing military financial readiness and inspiring service members to achieve financial independence. Through one-on-one financial counseling and online education, FIT educates service members to make more informed financial decisions. On June 18, FIT held a Financial Readiness Clinic at Marine Corps Base ...
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As one of FFP's leading media partners, InvestmentNews is instrumental in helping raise awareness of pro bono financial planning. Through donated ads and additional opportunities for visibility, InvestmentNews provides us with a national megaphone, helping drive financial planners to contribute both time and money to advance financial planning programs for people in need ...
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Financial Planning Association and the Foundation for Financial Planning introduce the Power of Financial Planning Award DENVER (May 21, 2019) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce the Power of Financial Planning Award to recognize an FPA Chapter annually for their commitment to deliver pro bono financial planning in the spirit of FPA’s Primary Aim: ...
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Accredited Investors Wealth Management: Learning Session Benefiting Pro Bono Financial Planning DETAILS: Session Capacity: 20 Cost: $1,000 donation to the Foundation for Financial Planning. (Two or more from same firm: $800 donation per attendee.) Date and Time: Tuesday, June 11, 2019, 7:30am – 4:30pm Location: Accredited Investors Wealth Management®, 5200 W 73rd Street, Edina, MN 55439 During this day together, Accredited's leadership and staff will offer ...
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For over 10 years, Rick Fingerman, CFP®, has managed the pro bono financial planning program at Dana Farber Cancer Institute in Boston, MA, providing financial coaching to patients who need help navigating the financial complexities and stress that a cancer diagnosis brings. “This is where I get most of my satisfaction,” Rick said. “I know that the families that I help appreciate the hours that I ...
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Last month, FFP was proud to join CFP Board in presenting the first-ever Excellence in Pro Bono Award to the University of Georgia. The award, presented at the 2019 CFP Board Registered Programs Conference, recognized the success of the UGA ASPIRE Clinic and VITA program, which provide UGA's financial planning students with a vehicle for giving pro bono financial planning and tax filing services to families in ...
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Foundation-supported effort in Northern California is providing victims of the terrible wine country fires free financial planning and advice to help them figure out the way forward ...
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WASHINGTON, Feb. 21, 2019 /PRNewswire/ -- Certified Financial Planner Board of Standards and the Foundation for Financial Planning (FFP) today announced the first-ever recipient of the CFP Board and Foundation for Financial Planning Excellence in Pro Bono Award – the University of Georgia (UGA). "Pro bono work is critical to the advancement of the financial planning profession. The University of Georgia is putting its students on the right path – in school and in their ...
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When Alexandra Armstrong, CFP®, and husband Jerry McCoy were creating their estate plan, they wanted part of their legacy to support pro bono financial planning. “We both contribute to FFP because we believe so strongly in its mission of helping less fortunate people gain control of their financial lives. We also included FFP in our estate plan, naming it as one of the primary beneficiaries ...
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How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO, Jon Dauphiné ...
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Last month, CEO Jon Dauphiné was proud to be a guest on "Money Savage by George Grombacher," a personal finance podcast featuring financial advisors and subject matter experts ...
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WASHINGTON, D.C.: January 15, 2019 – The Foundation for Financial Planning (FFP) has announced that it will reward grants to 17 nonprofit organizations, each working to deliver pro bono financial planning to populations who could not otherwise afford or access such services. Benefiting clients include military veterans, active service members and their spouses, lower income seniors and family caregivers, domestic violence survivors, families affected by cancer, and ...
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Scott Kahan, CFP®, Assumes Chair; William C. Anderson, Kian Rafia, and Anthony Svach Join Its Board WASHINGTON, D.C.: January 9, 2019 – The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit charitable organization, announced that Scott Kahan, CFP® has become Chair of its Board of Trustees and that it will welcome three new members to the board this year: William (Bill) Anderson, Chief Compliance Officer at ...
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Doesn't everyone want to make a positive difference in the world? Of course, financial planners do that every day through their work with clients. But going above and beyond the daily services for which we charge clients takes giving back to a different level ...
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With your help, we can bring pro bono financial planning to more cancer patients in need! The Foundation for Financial Planning and our grantees, including the Financial Planning Association and the nonprofit Family Reach, have come together to power efforts that match at-risk cancer patients and families to volunteer CFP® professionals ...
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FFP and our partners are growing efforts to offer pro bono financial planning to families facing cancer. We would like to extend a special thank you to Mike and Leslie Longo, who told their story about Mike’s cancer diagnosis and the resulting financial challenges at the Financial Planning Association (FPA) National Conference on October 4th. It was a powerful moment, showing us the importance of good advice ...
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Washington, D.C., September 25, 2018 – Around half of Americans have some difficulty covering monthly expenses, and only about one-third have a high degree of financial literacy, according to the most recent National Financial Capability Study. The Foundation for Financial Planning (FFP)’s mission is to address this growing issue by fostering a commitment to pro bono service within the financial planning profession, helping those who could not ...
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The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign ...
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The Pro Bono Awards, sponsored jointly by the Foundation for Financial Planning and Financial Planning magazine, recognizes planners who have gone above and beyond providing one-on-one pro bono planning to people who otherwise could not afford it. Congratulations to this year's winner, Amy Born, and runner-up Didi Dorsett! Read more about our deserving winners below ...
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Earlier this month, Accredited Investors Wealth Management® in Edina, Minnesota hosted its ninth “Be Our Guest” session to benefit the Foundation for Financial Planning. The session offered participants an inside look into the firm that Ross Levin, CFP® founded with his partner Wil Heupel, CFP® more than 30 years ago ...
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WASHINGTON, D.C.: June 19, 2018  –  Attendees of the Financial Planning Association® (FPA®)’s NorCal Conference, organized by a committee of financial planning professionals representing the FPA Chapters of San Francisco, Easy Bay, Silicon Valley and California North Bay, raised $320,000 last month in support of the Foundation for Financial Planning (FFP), which delivers pro bono financial planning to people in critical need ...
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Thank you to the nonprofits that applied for 2019 grant funding from FFP! Our application process closed earlier this month, and we're energized and encouraged by all the great pro bono efforts happening around the country ...
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FFP Awarded Gift at InvestmentNews' Women to Watch. Last week, FFP supporter and chief executive of Budros Ruhlin & Roe, Peggy Ruhlin, accepted the Alexandra Armstrong Award for Lifetime Achievement atInvestmentNews' 3rd annual Women to Watch Luncheon. As part of the award and at Peggy's request, InvestmentNews donated $5,000 to the Foundation for Financial Planning ...
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WASHINGTON, D.C., March 29, 2018 – One thing marathon running and finance have in common is the importance of planning – whether the goal is finishing a 26.2 mile race or achieving financial wellness, preparation is the key to success. Fidelity’s David Canter will bring running and financial planning together when he participates in the 2018 Boston Marathon – his fifth – to raise money ...
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During this day together, Accredited Investors’ leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. They will share everything from their talent sourcing and hiring practices, to tips on how to attract new clients, what to deliver to them, and lessons they have learned over the years. All registration fees will benefit the Foundation for Financial Planning ...
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Foundation for Financial Planning & CFP Board Create New Pro Bono Award for Academic Institutions. FFP and the CFP Board are pleased to announce a joint recognition award for a CFP Board Registered Program demonstrating exemplary pro bono work that benefits both their students and community ...
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WASHINGTON, Jan. 30, 2018 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning (FFP) has announced that it will reward grants to eighteen nonprofit organizations, each working to deliver pro bono financial planning to populations who could not otherwise afford or access such services. Benefiting clients include military veterans, active service members and their spouses, lower income seniors and family caregivers, domestic violence survivors, families affected by cancer and more. In ...
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“Cancer sucks.” That is a crude sentence but one I have never heard anyone dispute ...
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Advisor Foundation Looks To Free Cancer Patients From Financial Stress ...
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WASHINGTON, Sept. 19, 2017 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning (FFP) has announced a major fundraising campaign to help grow its support of pro bono efforts for underserved people in critical need of financial advice ...
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Join us for an evening of networking, fun, food and drink, as we toast pro bono financial planning and celebrate the start of the fall season with specialty cocktails, desserts and giveaways.  ...
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FOUNDATION NEWS | JUNE 2017 The Foundation for Financial Planning is proud to announce a new strategic partnership with InvestmentNews, which will help bring attention to the impact of pro bono financial planning ...
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The Foundation for Financial Planning and Financial Planning magazine Pro Bono Awards recognize the community service work of advisers ...
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WASHINGTON, Jan. 5, 2017 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning, a 501(c)(3) nonprofit charitable organization, announced that Kenneth (Kacy) Gott, CFP® has become Chair of its Board of Trustees and that it has elected three new members to the board: Lazetta Rainey Braxton, MBA, CFP®, founder and CEO of Financial Fountains; Ben Harrison, managing director at Pershing Advisor Solutions; and Trisha Miller, an Executive ...
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