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May 26, 2023

A conversation with Daniel McHugh, Marketing Director, FPA

So tell us, what’s new?
The Financial Planning Association (FPA) is pleased to announce that the number of consumers attending financial literacy workshops held by FPA chapters and members in 2022 increased by an impressive 212% from the previous year. This is a significant achievement for the Association’s chapters and members that are dedicated to promoting financial literacy and education in communities across the country.

What’s the impact this has had/or you hope it will have on moving financial literacy forward?

The financial literacy workshops held by FPA chapters and members offer consumers the opportunity to learn about financial planning, budgeting, investing, retirement planning, and other important financial topics. The workshops are designed to provide practical and actionable advice to attendees, helping them to improve their financial well-being.

Among the FPA chapters reporting financial literacy and pro bono financial planning programming in 2022, 230 workshops were held, attracting 17,302 consumers—up from 5,546 attendees the previous year. FPA chapters and members also reported providing 4,424 consumers with 11,506 hours of pro bono financial planning services by 962 individual FPA members throughout the year.
How do we learn more?
If you are a financial planner looking to get involved in providing pro bono financial planning click here. To read the full press release about FPA’s 2022 financial literacy programming click here.What else are you working on?
The FPA chapters are off and running on their 2023 events so for anyone interested in finding financial literacy events taking place near them, you can search for the nearest FPA chapter using this tool.

Also, during FPA NexGen Gathering, we will be conducting a session where attendees of the conference (who are the next generation of the financial planning profession) provide financial assistance to women and minority small business owners in the Denver area. Stay tuned for more information as it develops at fpanexgengathering.org.


Tell us more about your organization
The Financial Planning Association (FPA) is the principal membership organization for CERTIFIED FINANCIAL PLANNER professionals and those engaged in the financial planning process. FPA is the CFP professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.

Contact: 
Daniel McHugh  |  Director, Marketing
dmchugh@onefpa.org
303-867-7138

 

 

 

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