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  • FPA California: Pro Bono + Advocacy Week May 9th-14th

FPA California: Pro Bono + Advocacy Week May 9th-14th

  • Monday, May 09, 2022
  • 7:00 AM
  • Saturday, May 14, 2022
  • 8:00 PM
  • Virtual (Phone or Video Conference)

Registration


Registration is closed

Volunteer for virtual pro bono sessions the week of May 9th-14th based on your availability!  

This is our third year of providing pro bono sessions in conjunction with FPA of California's Advocacy efforts with your CA State Senators and Assembly members. Provide a valuable 45 minute pro bono session while also educating and advocating for the financial planning profession. Interested CFP® volunteers* please sign up at: https://advocacymay22.paperform.co/ 

How the Pro Bono Appointments Work 
Volunteer your time based on your schedule for the week of May 9th - 14th. Add in the time slots you are available and open to volunteering during that week. Not all appointments will be booked by pro bono clients.  

Our appointment system, Appointments Plus, will match pro bono clients to an available appointment. You will receive an automatic email when a pro bono client signs up for an appointment matched to you.

Meeting platform:
Conduct a phone call or video meeting depending on your and your pro bono clients' preferences. Your pro bono client will indicate a preference during registration. Register today!  https://bit.ly/ProB_AdvWk

Thank you for your willingness to support our California community!

*FPA of California Chapters' pro bono event and be covered by FPA's E&O Policy, volunteers must:

  • Be a CFP® professional in good standing and with an active certification 
  • Be an FPA member
  • Have completed the FPA Pro Bono Volunteer 1-hour training within the last 24 months.

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Phone:  (323) 510-4870    Mail:  in care of Premium Organization, PO Box 4130  Scottsdale AZ 85261