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:

  1. Take the Pro Bono Planning training via the national FPA click on the link Click here to take 1 hour training
  2. Contact Vida Jatulis to register as a FPAVC pro bono planner: vida@mainstreetplanning.com
  3. 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 

Senior Concerns and FPA Ventura County have partnered to provide 1:1 coaching for the population that they serve.

 Here is what we need:

  1. FPA members who have earned the CFP® designation.
  2. FPA members who have completed the FPA Pro Bono Planning Training Course.
  3. FPA members who have the heart and time to help those in need.
  4. FPA members who can commit 1-3 hours, 1 day a month, for 1:1 coaching.

If you want to volunteer for this opportunity with Senior Concerns to offer your time and expertise or you want more information, please contact Vida Jatulis, vida@mainstreetplanning.com

Pro Bono Planning Resources

Explore Pro Bono Planning at the FPA national website, get access to useful tools and other Pro Bono Planning opportunities.

Click Here to Learn More