Free one-on-one financial planning advice and educational workshops. No strings attached.
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"I just went with some general
questions and got some great
insight. I liked that there were
no pushy sales people."

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"I was able to sit down with all of
my financial information and have
an expert tell me where I was doing
well and where I could improve."

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"We greatly enjoyed
talking to financial
planners one-on-one
in a no-pressure

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Free, one-on-one personalized
financial advice.

Free financial workshops.

No strings attached!

Come to a Financial Planning Day in your area
and get free, one-on-one advice from
Certified Financial Planner professionals on
a wide range of personal finance topics:

  • Budgeting
  • Credit & Debt
  • Investing
  • Retirement
  • Taxes
  • Homeownership
  • Estate Planning
  • Insurance
  • Employee Benefits
  • Education Savings
  • Small Business
  • … and many more!

You can also attend informative classroom workshops addressing key areas of financial planning.

Best of all, it’s all free and there are no strings attached! Volunteering financial planners will not sell products or services, give out business cards or follow up with you after the event.

Hear from Financial Planning Day attendees:

To find a 2015 event in your area, click on the map icon or find it in the list below.

There are no events scheduled at this time.