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 to deliver 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.This new award, to be celebrated at the FPA Annual Conference, recognizes an FPA chapter and its members’ efforts to provide free, no-strings attached, objective financial planning advice to underserved populations in the previous year.
“FPA of Georgia’s dedication to transforming lives through the power of financial planning is a shining example of how FPA and its chapters continue to put the FPA Primary Aim into action,” says 2019 FPA President Evelyn M. Zohlen, CFP®. “I applaud FPA of Georgia for its commitment to demonstrating the powerful impact financial planning has on people—particularly those individuals and families that might not normally have the opportunity to work with a planner. I look forward to celebrating FPA of Georgia this fall at the FPA Annual Conference with the Foundation for Financial Planning.”
FPA of Georgia was selected as this year’s award winner for its creative and diversified efforts to improve the lives of individuals in the Atlanta metro area and its surrounding communities through a variety of pro bono programs including:
- AARP of Georgia: Chapter members held “Train the Trainer” classes to help AARP volunteers provide impactful financial literacy workshops to people 55+ living in low-income housing developments.
- A.G. Rhodes: Chapter members provided employees of A.G. Rhodes, a non-profit nursing home in Georgia, with pro bono financial planning advice through workshops on money management as well as through one-on-one sessions.
- East Lake Foundation: Chapter members met one-on-one with servant leaders of the East Lake Foundation and residents of the Villages of East Lake to provide pro bono financial planning advice and educational workshops on retirement planning and protecting against fraud.
- Worksource Cobb: Following a tax planning series in March 2018, chapter members partnered with Worksource Cobb to host a second week-long series on credit and money management for residents of Cobb County. FPA volunteers also met with residents of Cobb County to offer pro bono financial planning advice.
- I Care Atlanta: Chapter members offered five personal finance workshops and one-on-one pro bono financial planning counseling opportunities on Saturday mornings to support I Care Atlanta’s goal to stabilize lives and prevent homelessness.
- Turning Point: Chapter members delivered budgeting and cash flow workshops and offered one-on-one pro bono financial planning to help Habitat for Humanity recipients achieve financial goals.
- College Girls Rock – Georgia State University:Chapter members fielded questions on budgeting, debt management, student loans and more from Georgia State University students. Students were also able to meet with FPA volunteers one-on-one to get answers to their personal finance questions.
- SHE LEADS: Chapter members provided financial literacy resources and signed attendees up for post-conference one-on-one pro bono financial planning consultations at the inaugural SHE LEADS women’s financial empowerment forum hosted by the Georgia Secretary of State.
Thirty-three FPA of Georgia volunteers provided more than 230 hours to help individuals discover the value of financial planning in 21 events with multiple community partners from July 1, 2018 to June 28, 2019.
“This award provides absolute affirmation to us that our pro bono efforts and achievements have truly exemplified the FPA Primary Aim of elevating the financial planning profession,” says 2019 FPA of Georgia Pro Bono Director, Kristin M. Pugh, CFP®.
Eleven FPA chapters were nominated for this year’s inaugural award, including FPA of Austin, FPA of Central Ohio, FPA of Dallas/Ft. Worth, FPA of Georgia, FPA of Illinois, FPA of Maryland, FPA of Massachusetts, FPA of Metro New York, FPA of the National Capital Area, FPA of San Antonio & South Texas and FPA of San Francisco. Representatives from FPA and FFP recommended, and the FPA Board approved, FPA of Georgia as the recipient of the 2019 Power of Financial Planning Award.
“FFP’s national pro bono mission is made possible by the thousands of financial planners volunteering their time and skills to advise those in need. The members of FPA of Georgia have set a meaningful example for what it means to give back to your community and to your profession,” said Scott Kahan, CFP®, Chairman of the Foundation for Financial Planning.
FPA of Georgia will be honored at the 2019 FPA Annual Conference, to be held Oct. 16-18 in Minneapolis, Minn. FPA chapters interested in learning more about the Power of Financial Planning Award, including the nomination process and eligibility criteria can go here. Journalists interested in learning more about the award can contact Ryanne Harrah at 303-867-7151 orRHarrah@OneFPA.org.
About Foundation for Financial Planning
The Foundation for Financial Planning is a Washington, DC-based 501(c)(3) charitable organization, solely devoted to supporting the delivery of pro bono financial planning to at-risk populations, including active military members and wounded veterans, people with cancer and other serious medical diagnoses, seniors and family caregivers, low-income individuals and their families, domestic violence survivors and many more. Dedicated to powering pro bono financial planning, FFP has provided more than $7 million in grants to national and community-based pro bono programs; worked with partners to activate more than 20,000 financial planners to volunteer their time and talents; and acted as a leader and catalyst to embed a rich tradition of pro bono service across the financial planning profession. VisitFoundationForFinancialPlanning.org to learn more.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. Through a collaborative effort to provide members with tools and resources for professional education, business support, advocacy and community, FPA is the indispensable resource in the advancement of today’s CERTIFIED FINANCIAL PLANNERTM professional. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/fpassociation.