9:00 - 6:00
Estados Unidos
Get matched with a pro bono CFP® to create a financial plan and achieve your goals.
You will co-design a personalized plan and receive ongoing support by meeting multiple times with your financial planner as you implement your plan. There’s no catch—the advisers can’t sell you anything or take you as their client. They're just there to listen and help.
It only takes five minutes to sign up, so you have a plan to:
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Pay off debt sooner
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Figure out investing
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Plan for retirement
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Save for the future
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Boost emergency savings
People who qualify are:
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Single with no dependents or married, not earning more than $100,000/year and have less than $250,000 in total savings
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Single with dependents or married with dependents not earning more than $150,000/year and have less than $250,000 in total savings
Para conectarse con los CFP de habla hispana que trabajan como voluntarios a través de Advisers Give Back, regístrese aquí.
Work it
An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.
Financial Capability Month
Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.