On November 19, 2019, FFP collaborated with AARP and Stratos Wealth Partners to provide economically vulnerable older adults with tips on good financial management and then to link them to volunteer CFP experts for one-on-one guidance. The live event consisted of a 45-minute webinar hosted by FFP’s Jon Dauphiné, Stratos CEO Jeff Concepcion, and AARP’s Jean Setzfand. During and after the webinar, participants had the opportunity to call in to receive one-on-one financial consultations with one of Stratos’ volunteer CFP professionals. The event attracted about 500 participants, resulting in about 100 calls.
To view the webinar, click here.
Note that registration is required to view the webinar.