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.

More Articles from America Saves:

Take the Pledge

I pledge to save money, reduce debt, and build wealth over time. I will encourage my family and friends to do the same

Take the America Saves Pledge

Tip of the Day

  • Written by Administrator2 | January 11, 2014

    Save your loose change. Putting aside fifty cents a day over the course of a year will allow you to save nearly 40% of a $500 emergency fund. http://ow.ly/sj972 

Saver Stories View all »

The Gift of Homeownership

Written by Tammy G. Bruzon | August 5, 2015

Quaneka Willis, a single mother of three children, was receiving rental assistance through the Housing Authority of the City of Milwaukee when she decided to take control of her finances. So, in September of 2013 she attended the Make Your Money Talk program and pledged as a Wisconsin Saver. In less than 12 months, she had maximized her savings and was beginning the process of purchasing her first home.

Read more...

Getting Out of Debt

Written by Katie Bryan | October 28, 2013

In 2004, Tonya Shelton was facing financial ruin. Barely making more than minimum wage and having lost her home to an unexpected family crisis, Shelton and her family were forced to live in a rundown hotel.

Read more...

Developing a Savings "Game Plan"

Written by Katie Bryan | October 28, 2013

Eunice Diaz, a teacher in Colorado Springs, had been noticing a pattern. Despite the fact that she and her husband were “making good money,” they were spending their entire earnings and “were still struggling at the end of the month.”

Read more...

Receive Updates

Sign up for Texts

Written by Tammy G. Bruzon | July 15, 2014

Sign Up

Sign up for Emails

Written by Super User | September 16, 2013

Get Emails

Take the Pledge

Written by Super User | September 16, 2013

Start Saving