VOLUNTEER
Share your passion and experience by getting involved in FPA. Volunteers are at the heart of FPA's work - providing exceptional experiences and essential tools to our vibrant community. When you get involved you contribute your unique expertise to the advancement of the financial planning profession and FPA. This past year, FPA members helped develop vibrant continuing education programming for FPA's conferences, recognized individuals making exceptional contributions to the public and the profession, created career development tools, scholarship programs and more.
We welcome your expertise and enthusiasm in becoming a part of our active group of volunteers. We hope you will take time to review the opportunities for volunteer participation and discover ways to contribute to your profession.
Involvement opportunities - currently recruiting
Other Opportunities
Professor for a Day: Share your expertise with college students by being a professor for a day! We've partnered with California State University of Fullerton for this exciting opportunity. Contact Professor Don Crane at 714-525-4445.
FPA Chapters: FPA's chapters offer many local volunteer opportunities, such as helping out at a Pro Bono event, volunteering for committees or for the local Board. To connect with your local chapter.
FPA Board of Directors: FPA is committed to identifying and engaging exceptional individuals who are ready and willing to serve FPA and the financial planning profession.
Ask the Planner: Answer consumer questions as part of the Ask the Planner module on our consumer site. Time commitment is one to four times per year, depending on location. For additional information or to volunteer contact Becca Vrabac.
Pro Bono: Giving vulnerable members of our communities a helping hand by sharing our professional expertise - that's what pro bono financial planning is all about. Throughout the country, FPA chapters are working with community partners to assist those with the greatest need for and the least access to the power of financial planning.
Financial Planning with WomanSAGE
WomanSAGE is looking for female financial planners that are willing to share their expertise with mid-life women who are reinventing themselves – they may have been laid off, widowed, divorced, lost a house, or some combination of events.
The complete WomanSAGE program is extensive and involves helping women with resume writing, interview skills, clothing, hair, makeup, career counseling, and financial planning. There are currently three nights that financial planning is offered to them. There are about ten women in each group and WomanSAGE tries to do three groups of women per year.
It would be a great place for beginning planners to get involved. If you are a female planner, please consider donating some time for this. Even though the non-profit activities do not pay anything (in money), the benefits down the road are unbelievable!
Contact Linda Barlow for details at 714-953-1232. www.womansage.org
