Community Outreach/Pro Bono Volunteer Opportunities

The Community Outreach Committee assists individuals and families who are underserved, reaching out to those who need financial planning but may lack the means to pay a financial planning professional. We help chapter members get involved in a variety of outreach programs, from financial planning days to helping veterans who are adjusting to civilian life, or teaching financial education to local community groups or schools.

Would you like to:

  • Design, organize and hold rewarding events to help those in our community
  • Assist those who need financial planning but lack the means
  • Support local organizations such as scout troops, American Red Cross, Families Forward, Council on Aging in OC, transitional shelters, and schools wanting to provide financial education to their students

Learn more by contacting the Community Outreach Committee.