How to Start a Pro Bono Financial Planning Program
CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous education, training, and ethical standards and are committed to serving their clients’ best interests to prepare them for secure financial futures. Their expert assistance can help empower pro bono clients, helping them prioritize and manage debt, save for emergencies, create and follow a budget, navigate employee and government benefits, and much more. This webinar explores how nonprofit organizations, CFP® professionals, and FPA® chapters can start pro bono financial planning and guidance programs to bring much-needed expert advice to underserved members of their communities.
- Robert Hernandez, CFP®, FPA of Metro New York
- Anne Leland Clark, Financial Capability + Learning Director, Prepare and Prosper
- Alli Midwinter, MSW, LISW, Financial Cancer Care Program Manager, Angel Foundation
- Kristin Pugh, CFP®, FPA of Georgia