How Offering Pro Bono Financial Advice Offers Value to Financial Planners and Firms

8:30 AM - 9:30 AM
San Diego C

Do you and your firm want to give back to the community, but you’re busy and not sure where to start? Learn from a panel of experts from both small and large firms to see how they are bringing pro bono financial planning into their organizations. While it is professionally rewarding, you will also learn how pro bono extends beyond “doing the right thing” and into philanthropy, community engagement, and Diversity, Equity, and Inclusion goals, as well as building and retaining diverse talent. Engage in meaningful volunteer opportunities in the workplace and build the profession by finding new and surprising ways to serve all those who have a need for planning.

Learning Objectives: 
1.    Get inspired by pro bono success stories from a panel of experts
2.    Discover practical steps to engage your team around pro bono financial planning
3.    Learn how pro bono work and mentorship leads to greater workplace diversity

This session is sponsored by NAPFA Foundation.