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Metro Washington Financial Planning Day
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Metro Washington Financial Planning Day

Please 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! You can register by emailing Susan or Shellie with your attendance preferance.

When: 10/28/2017
9:00 am
Where: University of Virginia - Falls Church Campus
7054 Haycock Road
Falls Church, Virginia  22043
United States
Contact: Susan Chesson

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Volunteers Needed for Metro Washington Financial Planning Day, Saturday, October 28, 2017, 8:00 AM to 2:00 PM ET

Greetings from the Pro-Bono Team!

Susan 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 28th from 8 am – 2 pm to participate in various counseling and classroom settings within a chosen morning or afternoon time slot.

Please email either Susan Chesson or Shellie Peters if you would be interested in participating! You may also register as a volunteer on the financial planning days website at this link: 

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.  It’s exciting to announce that we are fortunate to already have a number of wonderful headliners to inspire all who attend, stay tuned for more details as we get closer but do not wait on letting us know if you wish to join in!

Best to all!

Shellie & Susan

The MWFPD event flyer can be downloaded HERE.  Help spread the word!  If each of us can post the flyer in as many places as possible, we will be able to reach those folks who really could use our support with what we do! 

Feel free to forward along via email to organizations who may be able to outreach as well.

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!