The Financial Planning Association of Orange County has the best volunteers, and we welcome you to join us! Our volunteers give of their time to advance financial planning as a profession and contribute to the positive impact it has on the lives of others. Along the way, we enjoy camaraderie along with personal and professional growth.
We welcome your expertise and enthusiasm in becoming a part of our active group. We hope you will take time to review the opportunities for volunteer participation and discover ways to contribute to the profession of financial planning.
With so much going on in our chapter, anytime someone can lend a hand, it helps all of us. We invite you to visit the Do 1 Thing board at a Quarterly Meeting or explore the volunteer opportunities listed below. Contact Colin Kilpatrick, Volunteer Development Chair, if you can help or for more information. We appreciate your contribution!
- Allied Professionals:
- OC Bar Association Liaison
- Mortgage Broker Liaison
- Photographer at Mixers
- Technical (Audio/Visual) Assistance at CE Mixers and AP
- Allied Professionals Booth at QEM Meetings
- Allied Professionals Members Coordinator
- CFA Coordinator
- Volunteer Development:
FPA National: The FPA welcomes volunteers on a national level as well as the chapter level. Click here for available opportunities
Pro Bono: Become part of our Pro Bono committee or assist with the community outreach events which are offered throughout the year. If you have community-based organizations that you work with which would benefit from working with the FPA, we would like to hear from you as well. Contact Pro Bono/Community Outreach Committee for more information.
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