WHAT IS YOUR PASSION?
• Do you love to teach?
• Are you a natural speaker?
• Do you love working with young people?
Whatever your talent and your motivation, there is something you can do to help further the mission of San Diego's FPA to improve and advance financial literacy.
Your knowledge and expertise is valuable. Let us help
you connect with a volunteer opportunity in our community.
Our 2011 theme is Involvement. As your FPA of San Diego Chapter President this year, I would like to challenge our Board Members and Committees to DO ONE THING! We are all busy, and yet I hope you can find an hour or two in your year to give back to your professional association. Please DO ONE THING! to help us further the organization and its goals!
SCROLL DOWN TO FIND OUT HOW YOU CAN:
• Enhance your Resume
• Help increase financial literacy in San Diego
• Make a Contribution to the Community
• Show Leadership in Your Profession
• Use Your Talents and Expertise to Help Others
• Connect a Cause or Concern of Yours with FPA Volunteers
GET RECOGNIZED IN YOUR COMMUNITY! |
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For their steadfast support of FPA Core Values, the FPA Community and the Financial Planning Profession, these FPA Members were awarded The Heart of Financial Planning Distinguished Service Award:
2010 - John T. Blankinship, CFP®
2009 - Thomas Warschauer, Ph.D., CFP®
2008 - Christopher Rand, CFP®
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SOME CURRENT OPPORTUNITIES INCLUDE:
Get involved in the committees responsible for powering FPA San Diego there are a host of opportunities to meet your special interests. Get involved in helping plan the Quarterly FPA meetings - interface with renowned speakers from around the country. Committee involvement has been designed to allow you to get involved while only spending an hour or so per month to volunteer—unless your schedule and interest permits you to commit more than that.
COMMITTEES YOU CAN JOIN:
Public Relations:
This team increases the visibility of the FPA and its membership!
• Increasing Awareness of Member Benefits to the Public
• Increase the Media Profile
• Communicate FPA SD Volunteer to the Media
Public Awareness:
Play a part to increase the public's awareness of FPA San Diego and the financial planning profession.
• Find Partners with organizations and government
• Increase Awareness of Pro-Bono Work
Pro-Bono Financial Planning:
Help ensure community members who need financial planning have an opportunity and access through FPA San Diego's pro-bono efforts.
• Find Volunteer Opportunities and Create a Database
Government Relations/Ethics/Professional Advocacy
Advocate for the profession and inform members of key developments impacting the industry.
• Ensure FPA has a voice
• Inform members of developments
Membership:
Get to know the membership and grow the chapter contributing to this vital FPA team to advance the San Diego chapter.
• Increasing Members at Quarterly Meetings
• Member Involvement With the Chapter
• Talking to Members and Prospective Members
Marketing:
Have fun while promoting the Nation's best FPA Chapter.
• Aligning Website with National Standards
• Standardizing Quarterly Invites and Monthly Newsletter
• Increasing Awareness of Member Benefits to Members
Programs:
Plan interesting and educational quarterly meetings while giving back to your community.
• Find Key Speakers
• Determine what members want from meetings and deliver
Symposium:
Play a part in ensuring that the Symposium (formerly Planner Resource Day / PRD) is a great success in 2011.
• Plan the ultimate event - satisfying members and resource partners
Casino Night Committee:
Be a part of the team that plan’s FPA San Diego’s most fun event and fundraiser for the student chapter!
• To contact the FPA of San Diego Ways and Means Director, please call Peggy A. Mengel at 858-485-1001 or e-mail peggy.mengel@dnabehavior.com
OTHER ONGOING VOLUNTEER OPPORTUNITIES THROUGH FPA INCLUDE:
Financial Planning Week
Annually there is a week designated “Financial Planning Week.” During this week in October, FPA San Diego hosts a variety of events to promote Financial Planning. Would you like to get involved? Please email Info@FPASanDiego.org for more information.
FPA Volunteers gathered at a local television station to answer questions
from San Diegans calling in for Pro-bono financial advice.
Operation Homefront
Through the work of FPA member, Bill Boggs, CFP, the FPA has connected members and military families needing financial counseling." Monthly, FPA members volunteer to counsel a family for a couple of hours. Interested in helping with this effort? Email info@FPASanDiego.org to volunteer once or make this part of your contribution to help our community.
Speakers' Bureau
FPA members who enjoy speaking on financial planning and other related topics can be connected with organizations needing speakers. Some of these speaking opportunities arise through FPA national's program. For example, Com Psych was contracted by the FPA to provide education on specific topics to employees. FPA national also has a list of organizations with whom it has partnered to provide such education and some of these companies have local divisions. Perhaps you have a specialty about which you feel passionate. Email info@FPASanDiego.org to get on the Speaker's Bureau list.
Jr. Achievement
San Diego FPA has partnered with Jr. Achievement to teach financial concepts to youth in San Diego Schools. Through volunteering at Biz Town or teaching at the school sites, FPA members can help further student financial literacy.
FPA Member volunteered at Junior Achievement's Biz Town.
FPA members rally several bowling teams and participate in Jr. Achievement's annual fundraiser, Big Top Bowl! While building staff morale, mingling with other FPA members and their staff, and generally enjoying an afternoon of fun, FPA raised money for Jr. Achievement. Email info@FPASanDiego.org for more details.
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