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    News & Events

    Schwab Commits $500K Match to FFP’s COVID-19 Fund: Coronavirus Aid Roundup

    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 FFP, a nonprofit charitable organization ...
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    FFP Launches Pro Bono Planning Fund

    WealthManagement.com, May 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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    FFP Establishes COVID-19 Relief Fund With $500K Matching Grant From Schwab

    Financial Advisor, May 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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    How financial advisers can help Americans impacted by COVID-19

    InvestmentNews, April 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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    FFP Announces COVID-19 Financial Resilience Fund

    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 the launch of its COVID-19 ...
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    UPCOMING WEBINAR Public Benefits & Other Social Services: What Pro Bono Advisors Need to Know During the COVID-19 Crisis

    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 that can benefit pro bono ...
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    Best Uses of Stimulus Checks for Main Street Americans

    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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    Special Announcement on Keeping Nonprofits Afloat During Crisis

    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 nonprofits rely on ...
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    UPCOMING WEBINAR Pro Bono Financial Planning During the COVID-19 Crisis: What Advisors & Clients Need to Know

    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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    UPCOMING WEBINAR Serving Clients in Crisis: A Focus on Virtual Financial Coaching

    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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    How financial advisers can help Americans impacted by COVID-19

    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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    Pro Bono in a Time of Crisis

    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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    February News 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 Volunteer Training ...
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    FFP Announces 2020 Grant Recipients

    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 to deliver pro bono financial ...
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    January News 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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    FFP Welcomes Three New Trustees: Eric Clarke, Jeff Concepcion, and Marty Kurtz, CFP®, join FFP board

    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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    From Financial Advisor: “Give It Away Now” by Dan Moisand, CFP®

    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 have collaborated before, but this ...
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    November News 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 fund will provide a significant ...
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    “Pro Bono For Cancer” Effort Featured on CNBC.com

    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 had spread to her ...
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    FFP pilots CFP volunteer hotline and webinar to help financially vulnerable seniors

    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 the webinar, participants had the ...
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    October News 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, showing us the importance of ...
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    Foundation for Financial Planning Announces Alexandra Armstrong as Recipient of Lifetime Achievement Award

    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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    Leading financial planning organizations agree to promote pro bono work

    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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    FPA of Georgia to Be Recognized for Outstanding Pro Bono Programming with the Power of Financial Planning Award

    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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    How FFP Programs Are Changing Lives

    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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    August News 2019

    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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    July News 2019

    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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    Fighting cancer’s ‘financial aftershocks’

    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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    June News 2019

    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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    May News 2019

    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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    New Award To Honor FPA Chapters Engaging in Exemplary Pro Bono Financial Planning Programming

    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’s Learning Session: Register Now!

    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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    April News 2019

    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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    March News 2019

    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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    The wildfires burned – then the planners came

    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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    CFP Board and Foundation for Financial Planning Honor the University of Georgia with the Inaugural Pro Bono Award

    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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    February News 2019

    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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    Jon Dauphiné featured on Certificant Connection Podcast

    How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO, Jon Dauphiné ...
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    Jon Dauphiné featured on Money Savage Podcast

    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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    Foundation for Financial Planning Announces 2019 Grant Recipients

    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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    Foundation for Financial Planning Names New Chair, Appoints Three New Trustees

    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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    Is pro bono work in your future?

    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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    December News 2018

    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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    October News 2018

    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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    FFP and FPA Announce New Pro Bono Training Program, Presented by Capital Group and in Partnership with Kaplan Professional

    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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    How advisers can help cancer patients tackle financial distress

    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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    August News 2018

    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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    June News 2018

    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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    FPA NorCal Raises $320,000 for Pro Bono Financial Planning

    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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    May News 2018

    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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    March News 2018

    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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    David Canter of Fidelity to Run in 2018 Boston Marathon on Behalf of Foundation

    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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    Accredited Investors’ Learning Session to Benefit Pro Bono Financial Planning

    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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    February News 2018

    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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    Foundation for Financial Planning Announces 2018 Grants Recipients

    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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    Financial Planning Can Help Save Lives

    “Cancer sucks.” That is a crude sentence but one I have never heard anyone dispute ...
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    Financial Advisor Features Pro Bono for Cancer Work

    Advisor Foundation Looks To Free Cancer Patients From Financial Stress ...
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    FFP Announces New Campaign To Help Bring Pro Bono Financial Planning To People With Cancer

    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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    Fall Reception at FPA Annual Conference – Oct 2 in Nashville, TN

    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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    June News 2017

    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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    May News 2017

    The Foundation for Financial Planning and Financial Planning magazine Pro Bono Awards recognize the community service work of advisers ...
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    Foundation for Financial Planning Names New Chair, Appoints Three New Trustees

    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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