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 Santa Rosa please use the link below
Please Fill out the below form to register as a volunteer for the San francisco and/Or Marin events!
form submissions are not monitored at this time, please check back in 2019 for upcoming Marin & San Francisco events