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DTSTART;TZID=America/Los_Angeles:20260509T110000
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SUMMARY:Financial Advisors Needed For Pro Bono/Planners in the Library
DESCRIPTION:FPA Silicon Valley is providing complementary financial planning sessions to the community on Saturday\, May 9\, 2026\n\n\n\n\nThe Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Santa Clara Central Park Library Financial Planning Day. The event will be an in-person event and available to the entire public.\n\nPlanning sessions will take place on Saturday\, May 9\, 11am to 3pm Pacific time.\n\nPlease 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). \nFinancial planning volunteers are welcome and encouraged to sign up for one or two 2-hour shifts. \n\nLogistics 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. \n\nRefreshments will be provided to our volunteers.\n\nThank you for your time\, and if you have questions\, please contact the event organizer\, Amado Rivera\, CFP(R)\, at:  amado.rivera@rbc.com See you there!\n\n\n[CLICK LINK BELOW TO SIGN-UP!!]
URL:https://www.fpasv.org/event/financial-advisors-needed-for-pro-bono-planners-in-the-library-13
LOCATION:Santa Clara Central Park Public Library\, 2635 Homestead Road\, Santa Clara\, CA\, 95051\, United States
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