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:

Click any of the map markers below to learn more about events in your area.

Akron, OH
Akron Financial Planning Day
October 28, 2017
Falls Church, VA
Metro Washington Financial Planning Day
October 28, 2017
Los Angeles, CA
Los Angeles Financial Planning Day
October 28, 2017
Marietta, GA
Marietta - WorkSource Cobb/GA
October 20, 2017
Marietta, GA
Marietta - WorkSource Cobb/GA
October 27, 2017
Prescott, AZ
Greater Phoenix Financial Planning Day
October 21, 2017
San Francisco, CA
San Francisco Financial Planning Day
October 28, 2017
San Francisco, CA
San Francisco LGBTQ Financial Planning Day
October 21, 2017
San Mateo, CA
Silicon Valley November Financial Planning Day
November 4, 2017
San Rafael, CA
Marin Financial Planning Day
November 4, 2017
St. Paul, MN
Twin Cities Financial Planning Day
October 28, 2017
Sunnyvale, CA
Silicon Valley October Financial Planning Day
October 21, 2017
West Sacramento, CA
Greater Sacramento Financial Planning Day
October 21, 2017

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