Events / Pro Bono

Pro Bono


Participation is open only to FPA members, and CFP® professionals in good standing with the CFP Board.

Questions? Contact Jamie Rugg, CFP® by Email, or at (818) 340-0157.



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25
Jan
FPA-LA Pro Bono event with United Policyholders - Roadmap to Recovery™ Workshop and Financial Help Clinic
Saturday | January 25, 2020 : 11:00 A.M. - 4:00 P.M.

Location: Westminster Presbyterian Church
32111 Watergate Road, Westlake Village, CA

FPALA is looking for 8-10 CFP volunteers comfortable with navigating insurance planning

Who will attend - Homeowners whose insured homes were damaged or destroyed in the Woolsey or Hill Wildfires

Training: Refresher materials related to these topics will be provided to volunteers in advance of the event. 30 minutes prior to the 12pm start time, we will go over a few of the key topics as well.

Snacks, coffee and beverages will be provided.

This event is being hosted by United Policyholders - a 501(c)(3) non-profit operating the last 26 years to support disaster survivors around the country. They hosted recent events in Northern California to support the Camp (Paradise)Fire and Santa Rosa Fire survivors along with support from FPA San Francisco. The event on January 25th is part of their Roadmap to Recovery program that has been going on the past several months for the Woolsey and Hill Fire survivors from the Thousand Oaks, Ventura, Agoura Hills and Malibu communities.

This event is focused on navigating the financial decisions and tradeoffs for homeowners deciding between rebuilding, downsizing or walking away from homes lost during the 2018 Woolsey and Hill Fires. Now that the fire victims are a year out from losing their homes, most now know how much insurance is going to cover for their loss. Many are unsure how to proceed or were underinsured and are looking for impartial advice on how to navigate this unique, and emotional decision. Most of the individuals attending their Roadmap to Recovery Series are from middle-class working families with existing mortgages who do not work with advisors.

See additional event details


Please see United Policyholders' website for more information.
 

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01
Feb
ProBono: Ready to Succeed
Saturday | February 01, 2020 : 9:30 A.M. - 11:30 A.M.

Location: Cross Campus
929 Colorado Ave, Santa Monica, CA 90401

Seeking 6 CFPs for 1:1 Financial Counseling Sessions. Must be a FPA member to participate.
 

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29
Feb
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | February 29, 2020 : 9:30 A.M. - 12:30 P.M.

Location: Habitat for Humanity of Greater Los Angeles
8739 Artesia Boulevard, Bellflower, CA 90706

Seeking 4 CFPs(Bilingual in Spanish ideal, but not required) for 1:1 Financial Counseling Sessions with Habitat Homeowners (http://www.habitatla.org/) Must be a FPA member to participate. (lunch will be provided)
Sponsor: Habitat for Humanity of Greater Los Angeles
 


Participation is open only to FPA members, and CFP® professionals in good standing with the CFP Board.

Questions? Contact Jamie Rugg, CFP® by Email, or at (818) 340-0157.
Upcoming Events:

24
Jan
 
2020 FPA Southwest Financial Planners Conference
Friday | January 24, 2020 12:45 P.M.
25
Jan
 
FPA-LA Pro Bono event with United Policyholders - Roadmap to Recovery™ Workshop and Financial Help Clinic
Saturday | January 25, 2020 11:00 A.M.
01
Feb
 
ProBono: Ready to Succeed
Saturday | February 01, 2020 9:30 A.M.
12
Feb
 
FPALA NexGen Happy Hour Santa Monica
Wednesday | February 12, 2020 6:00 P.M.
20
Feb
 
February Ethics Meeting
Thursday | February 20, 2020 12:45 P.M.
29
Feb
 
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | February 29, 2020 9:30 A.M.
05
Mar
 
FPALA New Members And Board Opportunities Networking Breakfast
Thursday | March 05, 2020 8:30 A.M.
11
Mar
 
NexGen Study Group - UCLA
Wednesday | March 11, 2020 12:45 P.M.
19
Mar
 
Women's Mixer
Thursday | March 19, 2020 12:45 P.M.
View Calendar >>
 

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