Online on

Wednesday, September 13, 2023 |  1:00 PM to 4:00 PM ET


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

How to book an appointment
What You Should Know About Financial Planning
– Jeff Rattiner, CFP
Investing Basics: Be a Smart Investor
– Lazetta Rainey Braxton, CFP
Planning a Robust Retirement – Yusuf Abugideiri, CFP

Have questions about the event? Drop an email at

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


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


This is a virtual event, log-on anywhere


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!


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).


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.


Media Contact for UMGC, The Business School, Finance and Economics Department
Kathleen Sindell, Program Director, 703-299-1700 or

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

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 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 or call 800.322.4237.

Virtual UMGC Financial Wellness Day is free and open to the public. Register for Financial Wellness Day 2023.

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Have questions about the event? Drop an email at