877.808.2699
execdirector@fpasv.org
- This event has passed.
Financial Advisors Needed For Pro Bono/Planners in the Library
April 13 @ 2:00 pm - 5:30 pm
FPA Silicon Valley is providing complementary financial planning sessions to the community
The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at the Saratoga Library Financial Planning Day. This will be an in-person event and available to the entire public. There will be a presentation on the topic of Taxes for all attendees from 2 to 3 pm.
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).
The logistic volunteers will assist with checking in arriving attendees, trouble shooting and collecting survey responses as attendees exit each session.
Thank you for your time, and if you have questions, please contact the event organizer,
David Fung at: david.fung@sidfinancial.com