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 a 2015 event in your area, click on the map icon or find it in the list below. More events will be added soon!
 
Atlanta, Georgia
Atlanta Financial Planning Day
October 10, 2015
Chicago, Illinois
Chicago Financial Planning Day
October 24, 2015
Columbus, OH
Columbus Financial Planning Day
October 7, 2015
Huntington Beach, California
Orange County Financial Planning Day
October 17, 2015
Indianapolis, IN
Indianapolis Financial Planning Day
October 6, 2015
Los Angeles, California
Los Angeles Financial Planning Day
October 17, 2015
Martinez, CA
Martinez Financial Planning Day
October 20, 2015
Milwaukee, WI
Milwaukee Financial Planning Day
October 24, 2015
Oakland, CA
Alameda County Financial Planning Day
October 13, 2015
Oakland, California
Oakland Financial Planning Day
October 10, 2015
Pasadena, CA
Pasadena Financial Planning Day
October 24, 2015
San Antonio, Texas
San Antonio Financial Planning Day
October 3, 2015
San Francisco, California
San Francisco Financial Planning Day
November 7, 2015
St. Paul, Minnesota
Twin Cities Financial Planning Day
October 17, 2015
Virginia Beach, Virginia
Virginia Beach Financial Planning Day
November 7, 2015
Washington, District of Columbia
Metro Washington Financial Planning Day
October 17, 2015
West Sacramento, California
Greater Sacramento Financial Planning Day
October 10, 2015

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