News & Events

    October News 2018

    FFP and our partners are growing efforts to offer pro bono financial planning to families facing cancer. We would like to extend a special thank you to Mike and Leslie Longo, who told their story about Mike’s cancer diagnosis and the resulting financial challenges at the Financial Planning Association (FPA) National Conference on October 4th. It was a powerful moment, showing us the importance of good advice ...
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    FFP and FPA Announce New Pro Bono Training Program, Presented by Capital Group and in Partnership with Kaplan Professional

    Washington, D.C., September 25, 2018 – Around half of Americans have some difficulty covering monthly expenses, and only about one-third have a high degree of financial literacy, according to the most recent National Financial Capability Study. The Foundation for Financial Planning (FFP)’s mission is to address this growing issue by fostering a commitment to pro bono service within the financial planning profession, helping those who could not ...
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    How advisers can help cancer patients tackle financial distress

    The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign ...
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    August News 2018

    The Pro Bono Awards, sponsored jointly by the Foundation for Financial Planning and Financial Planning magazine, recognizes planners who have gone above and beyond providing one-on-one pro bono planning to people who otherwise could not afford it. Congratulations to this year's winner, Amy Born, and runner-up Didi Dorsett! Read more about our deserving winners below ...
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    June News 2018

    Earlier this month, Accredited Investors Wealth Management® in Edina, Minnesota hosted its ninth “Be Our Guest” session to benefit the Foundation for Financial Planning. The session offered participants an inside look into the firm that Ross Levin, CFP® founded with his partner Wil Heupel, CFP® more than 30 years ago ...
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    FPA NorCal Raises $320,000 for Pro Bono Financial Planning

    WASHINGTON, D.C.: June 19, 2018  –  Attendees of the Financial Planning Association® (FPA®)’s NorCal Conference, organized by a committee of financial planning professionals representing the FPA Chapters of San Francisco, Easy Bay, Silicon Valley and California North Bay, raised $320,000 last month in support of the Foundation for Financial Planning (FFP), which delivers pro bono financial planning to people in critical need ...
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    May News 2018

    Thank you to the nonprofits that applied for 2019 grant funding from FFP! Our application process closed earlier this month, and we're energized and encouraged by all the great pro bono efforts happening around the country ...
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    March News 2018

    FFP Awarded Gift at InvestmentNews' Women to Watch. Last week, FFP supporter and chief executive of Budros Ruhlin & Roe, Peggy Ruhlin, accepted the Alexandra Armstrong Award for Lifetime Achievement atInvestmentNews' 3rd annual Women to Watch Luncheon. As part of the award and at Peggy's request, InvestmentNews donated $5,000 to the Foundation for Financial Planning ...
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    David Canter of Fidelity to Run in 2018 Boston Marathon on Behalf of Foundation

    WASHINGTON, D.C., March 29, 2018 – One thing marathon running and finance have in common is the importance of planning – whether the goal is finishing a 26.2 mile race or achieving financial wellness, preparation is the key to success. Fidelity’s David Canter will bring running and financial planning together when he participates in the 2018 Boston Marathon – his fifth – to raise money ...
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    Accredited Investors’ Learning Session to Benefit Pro Bono Financial Planning

    During this day together, Accredited Investors’ leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. They will share everything from their talent sourcing and hiring practices, to tips on how to attract new clients, what to deliver to them, and lessons they have learned over the years. All registration fees will benefit the Foundation for Financial Planning ...
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    February News 2018

    Foundation for Financial Planning & CFP Board Create New Pro Bono Award for Academic Institutions. FFP and the CFP Board are pleased to announce a joint recognition award for a CFP Board Registered Program demonstrating exemplary pro bono work that benefits both their students and community ...
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    Foundation for Financial Planning Announces 2018 Grants Recipients

    WASHINGTON, Jan. 30, 2018 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning (FFP) has announced that it will reward grants to eighteen nonprofit organizations, each working to deliver pro bono financial planning to populations who could not otherwise afford or access such services. Benefiting clients include military veterans, active service members and their spouses, lower income seniors and family caregivers, domestic violence survivors, families affected by cancer and more. In ...
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    Financial Planning Can Help Save Lives

    “Cancer sucks.” That is a crude sentence but one I have never heard anyone dispute ...
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    Financial Advisor Features Pro Bono for Cancer Work

    Advisor Foundation Looks To Free Cancer Patients From Financial Stress ...
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    FFP Announces New Campaign To Help Bring Pro Bono Financial Planning To People With Cancer

    WASHINGTON, Sept. 19, 2017 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning (FFP) has announced a major fundraising campaign to help grow its support of pro bono efforts for underserved people in critical need of financial advice ...
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    Fall Reception at FPA Annual Conference – Oct 2 in Nashville, TN

    Join us for an evening of networking, fun, food and drink, as we toast pro bono financial planning and celebrate the start of the fall season with specialty cocktails, desserts and giveaways.  ...
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    June News 2017

    FOUNDATION NEWS | JUNE 2017 The Foundation for Financial Planning is proud to announce a new strategic partnership with InvestmentNews, which will help bring attention to the impact of pro bono financial planning ...
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    May News 2017

    The Foundation for Financial Planning and Financial Planning magazine Pro Bono Awards recognize the community service work of advisers ...
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    Foundation for Financial Planning Names New Chair, Appoints Three New Trustees

    WASHINGTON, Jan. 5, 2017 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning, a 501(c)(3) nonprofit charitable organization, announced that Kenneth (Kacy) Gott, CFP® has become Chair of its Board of Trustees and that it has elected three new members to the board: Lazetta Rainey Braxton, MBA, CFP®, founder and CEO of Financial Fountains; Ben Harrison, managing director at Pershing Advisor Solutions; and Trisha Miller, an Executive ...
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