The Eliot Rose Blog
What is Financial Planning Day?
Added 10/23/2017 by Jason Siperstein, CFA, CFP
Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners.
Therefore, Jason Siperstein, serving as the Financial Planning Association's Pro Bono Director, organized Rhode Island's Inaugural Financial Planning Day on October 14th. This ground-breaking program is designed to unite the collective resources of the financial planning community and city governments nationwide to assist Americans in need of financial guidance through a series of free Financial Planning Day events.
Each local Financial Planning Day features highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise to provide free one-on-one counseling and classroom-style educational presentations addressing key personal finance topics. You can watch a video of our news coverage here.