Financial Advisors Needed For Pro Bono/Planners in the Library

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

Planning sessions will take place on Saturday, November 7, 10:00 am to 2pm Pacific time.

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).

Financial planning volunteers are welcome and encouraged to sign up for one or two shifts.

Logistics volunteers will help get attendees checked in and assigned to planners and make sure that meetings are on time to get all attendees a chance to meet with a planner. If time permits, logistics volunteers will be allowed to 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 different planners may approach many different kinds of financial issues that arise.

Refreshments will be provided to our volunteers.

Thank you for your time, and if you have questions, please contact the event organizer, Kalvin Sid, CFP(R), at:  kalvin@sidfinancial.com See you there!