Are you a CFP® Professional, Estate Planning Attorney, or Tax Professional? Are you interested in doing workshops or 1:1 consultations at a Financial Planning Day? Alternatively, are you not a CFP® Professional but interested in helping with logistics? Sign up for the dates and locations that work for you.

For volunteering in Santa Rosa please use this link

for volunteering for chico/Paradise events use this link

Please Fill out the below form to register as a volunteer for the upcoming San francisco events!

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Name *
Name
1:1s, logistics, other
N/A or list language here
Designations *
please check
this field is only required for those holding a CFP® designation
Experience
Have you participated in a Financial Planning Day before?
Which event are you interested in volunteering at? *
Acknowlegement *
I understand that Financial Planning Days is a pro bono event and no business cards or contact information will be shared with our pro bono clients.