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Pro Bono Volunteer Activities

Thursday, July 31, 2014 4:16 PM | Brian Frederick

The following presentation and coaching opportunities are available for FPA of Greater Phoenix members who are interested in donating a small amount of their time to help those in our community who may not have access to Financial Planning resources.  Please consider helping out.  For further information, please contact Lyle Capstick, Pro Bono Director, at 612-991-9780 or FPA.GrPhx.ProBono@gmail.com


Date

Organization

Activity

August 19, 2014

Family Self Sufficiency

Alliance

Choosing the Right Insurance Presentation

7:00 – 8:00 pm, Tempe

September 3, 2014

Valley of the Sun United Way

Taking Control of Your Finances – 8 Steps Presentation

3:50 – 4:50 pm, Phoenix

October 1, 2014

Valley of the Sun United Way

Taking Control of Your Finances -  8 Steps Presentation

3:50 – 4:50 pm, Phoenix

October 21, 2014

Family Self Sufficiency

Alliance

Wills and Trusts Presentation

7:00 – 8:00 pm, Tempe

TBD

ASU Foundation

Real World Retirement Planning Presentation

November 19, 2014

Family Self Sufficiency

Alliance

1 on 1 Coaching: 6:00 – 8:00 pm, up to four 30 minute sessions per advisor volunteer


FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
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PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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