News From Our Blog

Get Your Financial Questions Answered for Free

Have you ever considered talking to a financial planner, but have been scared off because of costs? If so, Financial Planning Days is your opportunity to talk with a certified financial planner for free.

Organized in partnership with local city governments, these free public events that run from Sept. 27 through Nov. 8 give you an opportunity to address your personal finance questions privately with highly qualified Certified Financial Planner (CFP) professionals who will volunteer their time to meet with you one-on-one.  You will also be able to attend informative classroom workshops addressing key areas of financial planning.  

You can ask questions on a variety of topics including

  • retirement planning

  • investment strategies

  • budgeting

  • credit and debt

  • taxes

  • insurance

  • education savings

  • small business finances, among many others.  

Best of all – it’s all free and there are no strings attached! Financial planners are participating as volunteers and they will not take down names, sell products or services or give out business cards or marketing materials.  And, you can consult with as many different financial planners as you need.  

Come as you are or come prepared with any financial paperwork related to your questions.  You can also pick up a variety of free personal finance resources, including government publications from USA.gov.  


To learn more and to register for an event in your area, visit www.FinancialPlanningDays.org.  You can also call toll free at 877-861-7826.  Walk-ins are welcome too, but we recommend that you register in advance.

Have Money Questions? Get Free In-Person Financial Advice

Planning for your financial future is always a tough issue to tackle.  If you have questions or concerns about your personal finances, you can attend one of 20 free Financial Planning Day events taking place nationwide from September 28 to November 2.

These events are organized by local city governments and financial planner volunteers, and will give you an opportunity to address your specific financial questions one-on-one with professional financial planners at no cost. In addition to personalized advice, you will also be able to attend informative classroom workshops addressing popular personal finance topics.  

Participating financial planners are highly qualified to assist you with a variety of issues, including budgeting, credit and debt, retirement planning, investment strategies, taxes, insurance, small business finances and estate planning, among many others.

Best of all – it’s all free! Come prepared with any financial paperwork related to your questions.  And, you can consult with as many different financial planners as you need!  

To learn more and to register for an event in your area, visit www.FinancialPlanningDays.org.  You can also call toll free at 877-861-7826.  

If you can’t make it to a live event, you can order some of the free materials that will be distributed at the events. The free Financial Planning Days packet of publications will provide you with information you need to protect your money now and in the years to come.