The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Gilroy Library Financial Planning Day. The event will be an in-person event and available to the entire public.

 

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).

 

Logistics volunteers will help get attendees checked in and assigned to planners and ensure that meetings are on time to get all attendees a chance to meet with a planner. If time permits, logistics volunteers can sit in on the one-on-one meetings to listen and learn how an experienced planner gives advice. It is an excellent opportunity for logistics volunteers to see and experience how planners may approach many kinds of financial issues that arise.

 

Thank you for your time, and if you have questions, please contact the event organizer, David Fung at  dwkfung@gmail.com or 650-868-9081. See you there!