The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Sunnyvale Library Financial Planning Day. This will be a virtual event and available to the entire public.
As a volunteer, you must participate in a training meeting scheduled on Saturday, February 26, 2022, from 10 am to 3 pm. This training will be via Zoom, and meeting details will be sent by email a week before the Financial Planning Day.
Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).
The logistic volunteers will assist with getting people into the zoom platform and breakout room assignments.
Thank you for your time, and if you have questions, please contact the event organizer,
