Stuff We Love: Free Financial Planning Days from CFP Board

2 min read
October 08, 2014


If you've been waiting for a sign to start figuring out your finances, this is it.

CFP Board is helping host events around the country in October and November called Financial Planning Days. These events are for anyone looking to learn more about their personal finances -- and anyone who's ready to start working toward financial success. Consumers will have access to individual sessions with CFP® professionals as well as informational sessions and presentations conducted by CFP®s.

And it's totally free for you to attend and receive great financial advice. Here's more information straight from the Financial Planning Days site:

Each local Financial Planning Day features highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise to provide free one-on-one counseling and classroom-style educational presentations addressing key personal finance topics. Best of all, there are no strings attached – volunteer financial planners will not sell products or services, give out business cards or take down names.

XY Planning Network is thrilled about events like these, and is excited to spread the word and share them with you. These free educational sessions are directly in line with our believe that financial planning should be for anyone -- not just people who already have assets. We want to provide everyone with the help they need as they work towards wealth.

Financial education and empowerment shouldn't be reserved for a select group of people. Understanding your finances and how to reach financial success is something everyone deserves.

If you're not sure where to start with taking action on your biggest financial goals, or are curious about working with a financial planner, check and see where a Financial Planning Days event will be located near you. Plan on attending and brign your most pressing questions with you to your session.

Planners are there and available to answer those financial questions on a range of topics, including:

  • budgeting
  • credit
  • debt
  • investing
  • taxes
  • homeownership
  • small businesses
  • saving for college

...and a whole lot more. This is an excellent opportunity for you to make progress with your money -- without having to spend any of it to gain that knowledge and advice.

You can also make the most out of your time at a local Financial Planning Day by visiting their website and downloading some free worksheets and other resource material ahead of time.

This is your sign. It's time to claim the financial education you deserve and get started on the right path to achieving your biggest financial goals.