Houston Financial Planning Day

The Financial Planning Association of Houston hosted Houston Financial Planning Day on Saturday, October 1, 2011 from 10:00 am to 12:00 pm at the Berry Center. Houston Financial Planning Day was organized as part of the Cy-Fair Family Fest and had an exhibit booth with event information and financial education handouts during the entire Cy-Fair Family Fest (from 9:00 am to 3:00 pm). From 10:00 am to 12:00 pm attendees were able to meet one-on-one with dozens of professional financial planners to discuss personal finance questions, concerns and interests and attend financial education workshops.

The event was organized as part of the national Financial Planning Days initiative, designed to provide free financial planning education and programming to people across the country. Financial Planning Days was created by four national non-profit organizations – Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors.

We’d like to thank City of Houston Office of the Controller and Cy-Fair Family Fest for additional support in making Houston Financial Planning Day possible.

Information was provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There were no strings attached - volunteering financial planners did not pass out business cards, marketing materials or sell products or services.

Attendees were able to seek information and advice on a wide range of topics, including:

Houston Financial Planning Day is a free event that provides people with an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to your unique situation. All financial planners at the event are either CFP® professionals and/or members of the Financial Planning Association, and are highly qualified to discuss your financial issues and help you find the answers you need.

View footage from previous Financial Planning Days:

Concurrent with one-on-one consultations, the event features a series of classroom-style presentations addressing key personal finance topics.

At the Financial Planning Day, each volunteer is seated at a table. Volunteers meet with one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with.

Houston Financial Planning Day is a user-friendly event. Just show up with your questions and you'll be sure to leave with useful information. But a little preparation can go a long way to help you get the most out of your experience at the event. Here are a couple of tips to help you prepare:

1. Make a list of questions you want answered. Learn more about financial planning topics and the questions you can address with financial planners at www.FinancialPlanningDays.org/topics.



2. Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, vist www.FinancialPlanningDays.org/resources.

Information provided by financial planners at the Financial Planning Day is free and tailored to your needs. The volunteer financial planners are not allowed to sell products and services or hand out business cards or marketing materials. In other words, there are no strings attached.

The objective of the Financial Planning Day is to help people experience first-hand how financial planning can improve their lives and bring the expertise of professional financial planners to people who may not normally have access to reliable and ethical financial planning information.

Any attendee who wishes to follow-up with a volunteer financial planner will have access to the volunteer’s name and contact information in the information package provided at registration.

Houston Financial Planning Day was held at the Berry Center.

Berry Center
8877 Barker-Cypress Road
Cypress, Texas 77433