Free

Denver FP Day 2017 Volunteers One-on-One Sessions

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Mile Hi Church

9077 West Alameda Avenue

Lakewood, CO 80226

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Volunteers:

City of Denver and the Financial Planning Association of Colorado invite you to volunteer at the 8th Annual Denver Financial Planning Day. The concept is simple – local CFP® professionals will volunteer to provide one-on-one counseling and to present financial planning workshops to area residents. The benefits are plentiful – providing needed financial information to your community and raising awareness of the importance of financial planning.

At the event, volunteers will be seated at tables and will meet one-on-one with one individual or one couple at a time to address their financial questions and concerns. Selected volunteers will also conduct classroom-style workshops which will run concurrent with one-on-one sessions.

The Financial Planning Day is intended to be a free benefit for the public, and volunteers are not allowed to solicit business, distribute business cards or marketing materials, or follow up with attendees. In other words – there are no strings attached for the attendees. Instead, attendees who wish to seek professional financial planning services after the event may follow up with volunteers they met with using the volunteer directory that will be provided in the event handout.

To register to volunteer as a financial planner at the event, please complete the online registration. Participation is open only to CFP® professionals in good standing with CFP Board and seats will be assigned on a first come first served basis. After your registration has been received, a local representative will contact you with additional information and instructions.

There are 3 options for signing up to volunteer: AM, PM or ALL DAY. We have plenty of seats to fill and last year we sold out, so please consider the time committment. Attire is Business Casual. It's a Fun fast-paced day that is rewarding to walk away from.

AGENDA

7:30AM breakfast will be provided to kick off the day in Classroom B

8:00AM we will need you to meet in Celebration Hall

8:45 Doors open to start checking in Attendees

9 AM One-on-One Sessions and Financial Planning Workshops Start

11-1 Lunch - ALL Day Volunteers will be provided lunch and we will rotate to make sure One-on-One Sessions can continue through the lunch hours.

3PM is the last session

For those of you that have not volunteered in that past, the link below provides a quick video that is required to participate:

http://financialplanningdays.org/event/denver-financial-planning-day-volunteer-info#bootcamp


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Location

Mile Hi Church

9077 West Alameda Avenue

Lakewood, CO 80226

View Map

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