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
environment."

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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 your local event, click on a map marker or select your city from the list below:

 
Akron, Ohio
Akron Financial Planning Day
October 4, 2014
Atlanta, Georgia
Metro Atlanta Financial Planning Day
October 11, 2014
Baltimore, Maryland
Baltimore Financial Planning Day
November 8, 2014
Chicago, Illinois
Chicago Financial Planning Day
October 25, 2014
Cincinnati, Ohio
Cincinnati Financial Planning Day
October 25, 2014
Columbus, Ohio
Columbus Financial Planning Day
October 8, 2014
Elizabeth, New Jersey
Elizabeth Financial Planning Day
October 25, 2014
Huntington Beach, California
Orange County Financial Planning Day
October 18, 2014
Indianapolis, Indiana
Indianapolis Financial Planning Day
October 18, 2014
Los Angeles, California
Los Angeles Financial Planning Day
October 25, 2014
Milwaukee, Wisconsin
Milwaukee Financial Planning Day
October 25, 2014
Oakland, California
Oakland Financial Planning Day
October 4, 2014
Petersburg, Virginia
Greater Richmond Financial Planning Day
September 27, 2014
Phoenix, Arizona
Phoenix Financial Planning Day
October 25, 2014
San Antonio, Texas
San Antonio Financial Planning Day
October 11, 2014
San Diego, California
San Diego Financial Planning Day
October 18, 2014
San Francisco , California
San Francisco Financial Planning Day
October 25, 2014
Seattle, Washington
Seattle Financial Planning Day
October 11, 2014
St. Louis, Missouri
St. Louis Financial Planning Day
October 25, 2014
St. Paul, Minnesota
Twin Cities Financial Planning Day
October 25, 2014
Sunnyvale, California
Silicon Valley Financial Planning Day
October 11, 2014
Virginia Beach, Virginia
Virginia Beach Financial Planning Day
October 18, 2014
Washington, District of Columbia
Metro Washington Financial Planning Day
October 25, 2014
West Sacramento, California
Greater Sacramento Financial Planning Day
October 25, 2014

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