FPA LA | Financial Planning Day: Volunteer Sign-up 10/1 & 10/15

FPA LA Volunteer Sign-up: 
Pro Bono Financial Planning Day 
Saturday, October 1st and October 15th

Thank you for your interest in volunteering for FPA LA's Annual Financial Planning Day!

We're bringing back the same format for those who volunteered for our last few virtual pro bono events. We'll be conducting our one-on-one sessions with participants over the phone with the assistance of our co-hosts, the  LA Public Library staff.  

Please find our Volunteer Financial Planning Day Resource page here with more information, but feel welcome to contact us if you have any questions. Here is a link to a quick video we put together for a prior April Financial Literacy Day to show how the process will work each Saturday - Literacy Day Video. Please check your email for additional information.

CFP® certification is required to conduct pro bono sessions and to be covered by FPA's E&O Policy.  

Your willingness to assist our LA community means so much to those we support during our pro bono events! Thank you!
 
Saturday, October 1st AND 15th
8:30 am - 12 pm

First Name
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Last Name
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Email
Please provide your preferred email. We'll send calendar invites, zoom invitations, and access to shared resources to this email.
Please enter a valid email
Please provide your preferred email. We'll send calendar invites, zoom invitations, and access to shared resources to this email.
Phone Number
Please enter the phone number you would like the library staff to use to route calls directly to you during the event.
This question is required
Please enter the phone number you would like the library staff to use to route calls directly to you during the event.
Which Saturday Pro Bono Event?
Please select which Saturday pro bono event you will volunteer for (or both!)
October 1st
October 15th
Sign me up for both!
This question is required
Please select which Saturday pro bono event you will volunteer for (or both!)
Are you a CFP® practitioner
Yes
No
Please choose an answer
CFP® ID#
Would you like to be notified about other volunteer opportunities in the future? (optional)
Yes
No
Please confirm that you agree to the terms of FPA's Pro Bono Volunteer Agreement by signing below.
Please find the Volunteer Agreement language here. 
Sign here
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Please find the Volunteer Agreement language here. 
Please continue to the next section. Your registration is not yet complete. 

Financial Planning Week: Educational Webinars Volunteer Sign-Up
 
FPA LA will be hosting a webinar on two Friday leading up to each Saturday's 10/15's main event.  

We're looking for interested members who would like to lead or support our educational workshops that will be live-streamed to the Library community.  We will have a CFP® practitioner available to answer general questions live via chat during the workshops and after during open Q&A. This can be a great introduction to leading Pro Bono workshops.

Webinars are scheduled 12 pm - 1 pm.

Are you interested in speaking or leading one of the workshops?  (optional)
The webinar topics are still subject to change. Please select which webinar you would be intersted in leading. You will be provided with the Powerpoint presentation on your topic.
Investing Basics - Friday, October 7th
Introduction to Estate Planning - Friday, October 14th
The webinar topics are still subject to change. Please select which webinar you would be intersted in leading. You will be provided with the Powerpoint presentation on your topic.
Would you like to assist by answering participant questions during a workshop?  (optional)
The webinar topics are being finalized and are subject to change.Please select which webinar(s) you would be interested in assisting.
Investing Basics - Friday, October 7th
Introduction to Estate Planning - Friday, October 14th
The webinar topics are being finalized and are subject to change.Please select which webinar(s) you would be interested in assisting.
Register

Thank you for your willingness to support our 
Los Angeles community!

Questions? Contact FPA LA Pro Bono at probono.fpala@gmail.com