When Kris and I attended our college reunion last month, we met many folks from other classes. For instance, I chatted with Harvey Gail, who graduated ten years before we did. We had plenty to talk about anyhow. Turns out Gail is the executive director of the Financial Planners Association of Oregon and Southwest Washington. (This is the same group I spoke to in 2009.)
“You know,” Gail told me, “maybe you can help us out. We’re hosting a Financial Planning Day in Portland at the end of October. It’d be awesome if you could tell your readers.”
“My readers are all over the world,” I said. I was going to turn Gail down. Turns out this isn’t just a Portland-area event. It’s nation-wide. Here’s a complete list of dates and locations (note that these events are held on Saturdays — including tomorrow). If you’d like more information, please visit the official site. Or watch this video:
Because I have them, here are details about Financial Planning Day in Portland. Everything below is taken directly from info the FPA sent me.
What is Financial Planning Day?
The Financial Planning Day concept is simple: Financial planners will volunteer to meet one-on-one with consumers to offer personalized financial planning information on a pro bono basis. The event will also feature financial planners presenting educational workshops on key financial planning topics.
Why have Financial Planning Day?
FPA members benefit as volunteers by providing the public with the practical financial information they need and increasing recognition of the value of financial planning in the Portland community. At a time when many residents are struggling as a result of the recent economic turmoil, we expect the Financial Planning Day to generate high levels of attendance and appreciation.
Who will be at Financial Planning Day?
We anticipate up to 300 people to come through the event during the day along with 40 + volunteers.
When and Where will Financial Planning Day be held?
Location – Portland Building
Date – Saturday, 22 October 2011
Time – Actual event will run from 10 am – 4 pm with Volunteer Orientation beginning prior to that
For more information, download this flyer [1.3mb PDF].
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