Find a Free Financial Planning Event Near You

According to a study conducted by the FINRA Foundation, 61% if Americans can’t correctly answer more than three of five basic financial literacy questions. Millions of Americans have questions about their finances, but many haven’t had the opportunity to discuss these questions with a financial planner or professional.

Now through the month of October, the Certified Financial Planner Board of Standards, Inc.®, Financial Planning Association®, the Foundation for Financial Planning, and the U.S. Conference of Mayors have joined forces to offer Financial Planning Days.

The Financial Planning Days program allows individuals from all over the country the opportunity to speak with Certified Financial Planners ™ and experts from the Financial Planning Association® one-on-one, and listen to presentations addressing important personal finance issues. The best part is the program is completely free of charge, with no need to sign up for anything or buy any products or services.

Financial planning is the process of accomplishing your short and long-term goals through proper management of your money and investments. Life goals can include getting out of debt, preparing for emergencies, buying a home or a car, saving for your child’s education,  planning for retirement, or another goal. When attempting to accomplish these goals, it is essential to:

  1. Gather important financial information and documents
  2. Determine what goals to set for your life
  3. Examine your current financial situation
  4. Come up with a financial plan to meet your goals
  5. Follow through with your plan
  6. Monitor your success and make necessary adjustments going forward

By following these steps, you can determine if you’re on track to accomplishing your life’s goals. Planning for your financial future is the key to living a secure and comfortable lifestyle. Whether you’re young or old, making minimum wage or six-figures, financial planning helps you meet life’s goals and challenges with confidence.

There are a number of benefits to financial planning, but mainly, by seeing each financial decision you make as a part of a plan, you’re able to consider both its short and long-term effects on your future. This will help you determine if you’re on your way to financial security or ruin. To find an event in your city to attend or volunteer your time, visit the Find An Event page.

Tip of the Day

  • Written by Guest Blogger | September 30, 2014

    The Thrift Savings Plan (TSP) offers the same types of savings and tax benefits that many private corporations offer their employees under 401(k) plans. Sign up or get more info at tsp.gov

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