The Financial Planning Association of Georgia is being honored for providing pro bono financial planning to underserved populations.
The chapter will receive the first Power of Financial Planning Award from the national FPA and the Foundation for Financial Planning at the annual FPA conference in Minneapolis next month. The foundation is a Washington, D.C.-based charitable organization designed to support the delivery of pro bono financial planning to at-risk populations.
“FFP’s national pro bono mission is made possible by the thousands of financial planners volunteering their time and skills to advise those in need," said foundation Chairman Scott Kahan. "The members of FPA of Georgia have set a meaningful example for what it means to give back to your community and to your profession.”
The FPA of Georgia was selected as this year’s award winner due to its creative and diversified efforts to improve the lives of individuals in the Atlanta metro area and its surrounding communities through a variety of pro bono programs, the organizations said.
Among other efforts, the chapter members worked with the AARP of Georgia to train volunteers to conduct financial literacy workshops for people 55 years of age and older living in low-income housing developments.
Chapter members also provided employees of A.G. Rhodes, a non-profit nursing home in Georgia, with pro bono financial planning advice through workshops on money management, as well as through one-on-one sessions.
They also partnered with Worksource Cobb to host programs on credit and money management for residents of Cobb County. FPA volunteers also met with residents of Cobb County to offer pro bono financial planning advice.
“This award provides absolute affirmation to us that our pro bono efforts and achievements have truly exemplified the FPA primary aim of elevating the financial planning profession,” FPA of Georgia Pro Bono Director Kristin M. Pugh said.