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

Multiple Dates: Santa Rosa

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

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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.