The Foundation for Financial Planning to Participate at the Financial Planning Association’s Annual Conference: BE Boston 2015

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Foundation to host continuing education workshop on providing pro bono financial planning to enlisted and retired military members and 20th Anniversary Reception

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“The Foundation’s work is a testament to the profession’s understanding of the necessity and value of supporting and expanding financial planning to those most in need,” Bernie Clark, Foundation Chair.

The Foundation for Financial Planning looks forward to joining financial planning professionals at the Financial Planning Association® (FPA®) Annual Conference September 26 through 28 in Boston as a community partner and participant to celebrate 20 years of supporting the delivery of financial planning to underserved populations. The Foundation participates annually and provides industry professionals with updates on the continuous need and outcomes of pro bono financial planning.

Since 1995 the Foundation has provided over $5.7 million in grants to community organizations to support the delivery of financial planning to the underserved, of which $2.2 million was provided to FPA and its Chapters. FPA is a strategic partner and works collaboratively with the Foundation to provide pro bono financial planning to underserved people nationally.

As the profession’s Foundation and with the support of more than 13,000 industry volunteers, the Foundation is instrumental in the delivery of financial planning to more than 350,000 people – including military, survivors of domestic abuse, first time homebuyers, chronic disease survivors and many more. “The Foundation’s work is a testament to the profession’s understanding of the necessity and value of supporting and expanding financial planning to those most in need,” Bernie Clark, Foundation Chair.

“We are pleased to have the Foundation join us once again for the premier conference for the financial planning community,” says FPA Executive Director/CEO Lauren M. Schadle, CAE. “FPA enjoys a strong, collaborative relationship with the Foundation and appreciates their support of our chapters and members in the profession’s pro bono efforts.”

During the conference, the Foundation will host a continuing education workshop for the military on September 25; immediate past chair Elissa Buie, CFP® will speak at the opening session September 26, and later that evening the Foundation will host an After Dinner networking reception featuring guest speaker retired Army Colonel Dick Power, CFP®. Mr. Power will discuss the needs and benefits of providing pro bono financial planning to the military. The military workshop and reception is sponsored by AIG, BlackRock, Charles Schwab Corporation, Commonwealth Financial, Fidelity Investments, Foundation for Financial Planning’s Board of Trustees, Franklin Templeton Investments, Pershing, Sincere & Company and TD Ameritrade Institutional.

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About the Foundation for Financial Planning

The Foundation for Financial Planning, a 501(c) (3) non-profit is the only organization solely devoted to supporting the delivery of pro bono financial planning. Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need. Visit http://www.foundationforfinancialplanning.org for more information and to learn how you can contribute to making a difference in the financial lives of others.

The Foundation for Financial Planning meets its mission daily by connecting financial planners with underserved populations and has helped provide more than 350,000 people with pro bono financial planning. The Foundation has provided more than $5.7 million in grants to local, regional and national nonprofits in support of pro bono financial planning, including providing financial planning resources free of charge to the military and has connected more than 13,000 financial planners with volunteer opportunities. It Matters!

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Dawn Butler

Dawn Butler
@itmattersfp
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