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FPA™ of Masssachusetts has several volunteer opportunities and
other newsworthy items...Please contact the administrative office
via email or phone at 781-899-3530
if you would like to participate. |
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Unlike any time in our chapter's history, you, as a FPA® MA Member, have the unique opportunity to choose where you will share your unique talents and gifts. This year we are launching not one, but two powerful volunteer programs in Boston. With enthusiasm and excitement, we highlight the first of the two programs:
Financial Coaches
Responsibility: You will meet with the patient/family to discuss the various strategies to help them. These face-to-face meetings are held at Dana Farber in Boston (parking provided) or at a location that is convenient for you and the patient.
Time Commitment: This role requires various time frames. It could be as little as an hour in the initial meeting or it could be up to 1 year. Possible multiple face-to-face meetings and some follow-up via email or phone.
Speakers
Responsibility: You present a seminar or series of seminars on financial topics. PowerPoint and materials are provided to you.
Time Commitment: Each seminar is scheduled for approximately 2 hours. To be held at Dana Farber in Boston (parking provided).
Financial Experts
Responsibility: You provide advice to the Financial Coach on your area of expertise such as Debt, Health Insurance, Taxes etc.
Time Commitment: This advice is given either via email or phone and most likely is short term.
Please contact me, Rick Fingerman with your questions. I look forward to hearing from you and sharing our collective excitement for this very worthwhile project.
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Consumer Awareness Committee – Upcoming Events And Items Of Interest
JA Worldwide® (Junior Achievement)
FPA recognizes the overwhelming need to educate young people about financial responsibility and we’re excited to announce that JA Worldwide® (Junior Achievement) and FPA are partnering to improve financial literacy for America’s youth. By partnering with Junior Achievement, FPA hopes to educate America’s youth on the benefits of financial planning while at the same time support Junior Achievement’s core purpose to inspire and prepare young people to succeed in a global economy.
FPA, working in partnership with Junior Achievement, would provide the bridge between financial literacy and education by teaching kids the financial planning process, their role in the economy, and the importance of education to their success in life. FPA and JA Worldwide’s national alliance launched during FPA’s Financial Planning Week, October 1-7, 2007. The national alliance asks for FPA chapters to work with their local Junior Achievement area offices to make valuable programs available to children a round the country by providing an essential educational resource – volunteers. Junior Achievement will provide the training, program materials and support to match FPA volunteers with schools requesting Junior Achievement programs.
JA in a Day at the Murkland School in Lowell on Thursday, April 10th
Kristine Blum is looking for some volunteers for Thursday April 10 at the Murkland School in Lowell to teach grades 1-4. Training can either be done by Kristin in person or online at the volunteer’s convenience. Everything is included in the kits so the only thing needed is volunteers! The day usually lasts from about 9 AM – 1 PM or so, and it’s amazing to see how much fun and learning can take place in that one day and the tremendous impact you can have on these deserving students. For more information contact Kristine Blum via email. Note that Randolph JA event in November was a huge success!
State Treasurers Money Conference for Women Saturday, April 19th, 2008 - Western New England College - Springfield, MA
Money mentors are needed to volunteer their time and meet individually with conference attendees. Please visit the website for more information.
Click here for the volunteer sign up sheet to fill out and email to Leanne Martin.
Look forward to more details on volunteering options for the following events:
FPA National Boston – October 4th-7th 2008 -Financial Planning Week – first week of October 2008
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Media
Group
We are looking for members to act
as resources for the media and the public, giving interviews
or presentations. This project will involve training and needs
a one-year minimum commitment.
In
keeping with the FPA™ Memorandum of Intent (MOI), participants
must be a member of FPA MA and a CFP®
practitioner
in good standing to take part in this project.
Contact
Christine Theroux, CFP®,
FPA
MA Public Relations,
by phone 508-870-1925 (ext 3112).
Please
include name, address, phone, email, a description of your
practice, years in business, area(s) of expertise, designations,
other professional affiliations, and a statement of why you
want to participate in this project and what you feel you
can contribute.
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Military Pro Bono Opportunity Available!
The FPA,
on both the national and Massachusetts level, is proud to
announce their involvement in assisting families affected
by US military efforts overseas. The FPA is providing services
to families who have questions on mortgages, credit, investments,
budgeting, planning, wills, etc.
The FPA
of Massachusetts represents approximately 1,200 members and
would like to fairly represent our Chapter in this very important
role. The families are in dire need of our guidance. While
there is no cost or to you, this represents an excellent opportunity
to give back to our soldiers, their families and to our country
for their extraordinary efforts. We believe you will find
the experience to be extremely rewarding.
Involvement
can be in one of two ways:
- be
available and respond to emails from the families (approximately
one every 2-3 weeks at the current rate of inquiries) or,
- be
available to work with families in person, one-on-one (less
frequent; approximately once every 3-4 months)
If you
are interested in either of the two possibilities stated above
and a CFP® in good standing, please email the FPA
of MA Office with your name and involvement wishes. You
will be notified by the FPA before any further involvement.
Thank
you for your consideration and efforts in this initiative.
Any further questions can be directed to Mark Passacantando
at 781-762-7622 or fpp@peoplpc.com.
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©2008
Financial Planning Association™ of Massachusetts
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