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Wednesday, August 11, 2021  |  1:00 PM to 4:00 PM ET


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Free and no-strings- attached one-on-one personal finance advising.

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Over a dozen Metro Washington Financial Planners Will Offer Free Advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies, and More

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Over a dozen Metro Washington Financial Planners Will Offer Free Advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies, and More

We have all heard that there is no free lunch, but in these challenging economic times, Metro Washington area residents will be able to get free financial planning advice and guidance from professional financial planners at the Virtual University of Maryland Global Campus (UMGC) Financial Wellness Day. The advice will be offered on a “no strings attached” basis and planners will not give out business cards or sell financial products or services. You are invited to attend the 2021 Virtual UMGC Financial Wellness Day. Free registration is available online or by contacting the event organizer, Kathleen Sindell, Ph.D. at info@financialwellnessday.org

WHAT

You may have pressing financial questions that need immediate answers.

Learn More

You may have pressing financial questions that need immediate answers. The UMGC Finance and Economics Department understands how many individuals have not had the opportunity to discuss those questions with professional financial planners. This has presented us with the prospect of sharing our resources with other organizations to bring you the Virtual UMGC Financial Wellness Day.

CERTIFIED FINANCIAL PLANNER™ professionals accompanied by UMGC CFP students will be stationed at booths and will meet with residents one-on-one to address important financial issues including getting out of debt, retirement planning, investment strategies, income taxes, insurance, mortgages, and foreclosures, among many other topics.

One-on-one advising will be available on August 11, 2021, from 1:00 to 4:00 pm ET. Participants can schedule appointment times in advance. Attendees can bring documents to share with professionals. Individual consultations will not exceed 20 minutes and are confidential.

The event will also feature a series of classroom-style educational workshops in the virtual auditorium addressing key personal finance topics, such as the following:

  • Investing Basics: Be a Smarter Investor
  • Real World Retirement Planning
  • Estate Planning – Introduction to the Essentials

All participants will receive a program hand-out that includes the agenda, names of professional volunteers, and sponsors. A Resource Center will offer personal finance information in downloadable documents, videos, and other content in a searchable resource library.

WHO

Virtual UMGC Financial Wellness Day is organized by the University of Maryland Global Campus (UMGC)

Learn More

Virtual UMGC Financial Wellness Day is organized by the University of Maryland Global Campus (UMGC) Finance and Economics Department and includes UMGC Certified Financial Planning (CFP) students and highly qualified CERTIFIED FINANCIAL PLANNER™professional volunteers from the Financial Planning Association, National Capital Area (FPA NCA).

AGENDA

View details for each session

Learn More
12:30-1:00

Attendee Registration

Main Auditorium

1:00-4:00

One-on-One Clinic with CERTIFIED FINANCIAL PLANNERTM professionals and UMGC CFP student volunteers

You will be assigned to one of ten booths

1:00-1:45

Investing Basics- Be a Smart Investor

Main Auditorium

2:00-2:45

Real World Financial Planning

Main Auditorium

3:00-3:45

Estate Planning: What Everyone Needs to Know

Main Auditorium

3:45-4:00

Door Prize Give-Away

Main Auditorium

Virtual UMGC Financial Wellness Day is free and open to the public. Members of the news media are invited to attend the event and interview the organizers. Register today!


Have questions about the event? Drop an email at info@FinancialWellnessDay.org

Have questions about the event? Drop an email at info@FinancialWellnessDay.org



Over a dozen Metro Washington Financial Planners Will Offer Free Advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies, and More

We have all heard that there is no free lunch, but in these challenging economic times, Metro Washington area residents will be able to get free financial planning advice and guidance from professional financial planners at the Virtual University of Maryland Global Campus (UMGC) Financial Wellness Day. The advice will be offered on a “no strings attached” basis and planners will not give out business cards or sell financial products or services. You are invited to attend the 2021 Virtual UMGC Financial Wellness Day. Free registration is available online or by contacting the event organizer, Kathleen Sindell, Ph.D. at info@financialwellnessday.org


WHEN

Wednesday, August 11, 2021, from 1:00 to 4:00 PM ET


WHERE

This is a virtual event, log-on anywhere


TO PARTICIPATE

Virtual UMGC Financial Wellness Day is free and open to the public. Members of the news media are invited to attend the event and interview the organizers. Register today!


WHO

Virtual UMGC Financial Wellness Day is organized by the University of Maryland Global Campus (UMGC) Finance and Economics Department and includes UMGC Certified Financial Planning (CFP) students and highly qualified CERTIFIED FINANCIAL PLANNER™professional volunteers from the Financial Planning Association, National Capital Area (FPA NCA).


WHAT

You may have pressing financial questions that need immediate answers. The UMGC Finance and Economics Department understands how many individuals have not had the opportunity to discuss those questions with professional financial planners. This has presented us with the prospect of sharing our resources with other organizations to bring you the Virtual UMGC Financial Wellness Day.

CERTIFIED FINANCIAL PLANNER™ professionals accompanied by UMGC CFP students will be stationed at booths and will meet with residents one-on-one to address important financial issues including getting out of debt, retirement planning, investment strategies, income taxes, insurance, mortgages, and foreclosures, among many other topics.

One-on-one advising will be available on August 11, 2021, from 1:00 to 4:00 pm ET. Participants can schedule appointment times in advance. Attendees can bring documents to share with professionals. Individual consultations will not exceed 20 minutes and are confidential.


The event will also feature a series of classroom-style educational workshops in the virtual auditorium addressing key personal finance topics, such as the following:

• Investing Basics: Be a Smarter Investor

• Real World Retirement Planning

• Estate Planning – Introduction to the Essentials


All participants will receive a program hand-out that includes the agenda, names of professional volunteers, and sponsors. A Resource Center will offer personal finance information in downloadable documents, videos, and other content in a searchable resource library.


LOCAL EVENT CONTACTS

Media Contact for UMGC, The Business School, Finance and Economics Department
Kathleen Sindell, Program Director, 703-299-1700 or kathleen.sindell@umgc.edu


Media Contact for the Financial Planning Association, National Capital Area
Peggy Nelson, Executive Director, 703-620-1712 or PeggyNelson8@verizon.net


About the University of Maryland Global Campus (UMGC)

The University of Maryland Global Campus includes over 90,000 students and counts as a Minority Serving Institution (MSI). Currently, 60 percent of the UMGC CFP program is ethnically diverse. Additionally, there is a high number of military and veteran students. (For example, “For the second time in four years, Military Times ranked UMGC #1 in its annual survey of the best online and non-traditional universities for military personnel and veterans.”) For additional information see www.umgc.edu or 888-358-8682.


About FPA

The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes those who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms, and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve. FPA’s unparalleled network of chapters encourage professional development and networking on a local level. Based in Denver, Colo., our association represents tens of thousands of members involved in all facets of providing financial planning services. For more information about FPA, visit www.Financial.Planning.Association.org or call 800.322.4237.