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Metro Washington Financial Planning Day
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Metro Washington Financial Planning Day

Please Mark Your Calendar to Volunteer for this great event! We are hoping to reach many new people this year who are in search of pro bono financial planning advice! Registration Details will be Announced Soon!

 Export to Your Calendar 10/20/2018
When: 10/20/2018
9:00 am
Where: Map this event »
University of Virginia - Falls Church Campus
7054 Haycock Road
Falls Church, Virginia  22043
United States
Contact: Shellie Peters

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Volunteers Needed for Metro Washington Financial Planning Day, Saturday, October 20, 2018, 8:00 AM to 2:00 PM ET

Greetings from the Pro-Bono Team!

Coryn and I know how much it means for many of us in the profession to be able to give back, to teach, to make a difference.   Our chapter’s members  have been able to make a difference in people’s lives by participating in pro-bono activities including Metro Washington Financial Planning Day (MWFPD).  Come join us this year to be a part of an amazing day of helping people and supporting one another in our profession.

**Volunteers are needed on Saturday, October 20th from 8 am – 2 pm to participate in various counseling and classroom settings within a chosen morning or afternoon time slot. 

This year’s MWFPD will be hosted at the University of Virginia’s Falls Church campus, accessible by metro and conveniently located just off of Route 66 in Virginia.

Stay tuned for more details and registration logistics as we get closer!

Best to all!

Shellie & Coryn

Volunteer Orientation: 8:00 AM to 8:45 AM

You will attend a volunteer orientation from 8:00 AM to 8:45 AM.  The orientation will provide you with detailed information about the day’s events.

One-on-one Consultations: 9:00 to 2:00 PM

The Financial Planning Day One-on-One Consultations will be open to the public from 9:00 AM to 2:00 PM.  During that time, volunteers will be seated at tables and will meet with attendees one-on-one to discuss their financial planning questions. A pen and a note pad will be provided to you.  You are welcome, but not required, to bring a battery-powered calculator or a battery-powered laptop. Event staff will be on hand to assist you should you have any questions.

No Strings Attached

Volunteers will not be permitted to hand out business cards, marketing materials or solicit business at the Financial Planning Day.  However, the names and contact information of all volunteers will be printed in the event handout that will be given to all attendees.  You may point out your contact information in the event handout to the attendees you meet with.


Lunch will be available for volunteers.  [Information about your lunch schedule will be provided to you during volunteer orientation. Please keep your lunch schedule in mind when meeting with attendees.]

Dress Code - Business casual attire is recommended. 

Please feel free to contact us with questions.  We look forward to seeing you at the Metro Washington Financial Planning Day!