Name *

First Name

Last Name

Designations *

please check

CFP® (required if you want to provide 1:1 financial planning advice)

JD

MBA

CPA/EA

Super Volunteer!

Experience

Have you participated in a Financial Planning Day before?

first timer!

old hand!

less experienced- pair me with another planner!

Which time(s) are you interested in volunteering? *

9:30am-1:30pm on Oct 19th

1:00pm-5pm on Oct 19th

All Day! I love Financial Planning Day

Location *

Our event will be hybrid this year with an option to volunteer in a completely remote setting or volunteer at the San Francisco Public Library, where you would be providing 1:1 advice in-person. How would you like to volunteer?

Completely Remote!

I'd like to volunteer at the SF Library (1:1 advice in person)

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.

Yes