FPA Ventura County Pro Bono Planning
“Sharing my financial planning talents with people who normally would not be served by a CFP® is so very heartwarming. The individuals and families I have served have gained information and tools to help them improve their financial situation and I have gained a deeper appreciation for the positive impact a financial plan can have on changing lives.” ~~Vida Jatulis, Chair Pro Bono Planning Committee
Want to help our local community? Follow these steps to get started:
- Take the Pro Bono Planning training via the national FPA click on the link Click here to take 1 hour training
- Contact Vida Jatulis to register as a FPAVC pro bono planner: email@example.com
- Check out the current Pro Bono Planning opportunities and sign up!
Check out a recent article that Vida was published in pertaining to Pro Bono: https://www.investmentnews.com/advisers-aid-widows-fire-victims-domestic-violence-survivors-through-pro-bono-work-217728