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Follow on Google News | FREE Education and Advice Offered at Financial Planning DayPeople are often intimidated by the thought of meeting with a financial planner, but FPANJ reaches out to the public in a comfortable setting to answer their questions, and give them more control over their money.
Milind J. Shah, CFP® Insurance and Investments Benefit Quest, Inc. Suite 2400 420 Lexington Ave. New York, NY 10170 TEL: (212)-389-7824 CEL: (973)-727-7495 Montclair, NJ (October 2014) - The Financial Planning Association of New Jersey (FPANJ) will present its Financial Planning Day in Elizabeth, NJ on October 25 at Trinitas Center of Regional Education (CORE) 1164 Elizabeth Avenue from 10 am - 2 pm. The FREE event is part of FPANJ's mission to promote financial literacy, which is vital to everyone, no matter the size of their financial portfolio. FPANJ joins three other national non-profit organizations - Certified Financial Planner Board of Standards, Inc., Financial Planning Association of NJ®, the Foundation for Financial Planning and the US Conference of Mayors - to offer the Financial Planning Days initiative. This ground-breaking program is designed to unite the collective resources of the financial planning community and city governments nationwide to assist those in need of financial guidance through a series of free Financial Planning Day events. The public can bring their questions on a wide variety of financial topics, answered through brief classroom presentations as well as one-on-one sessions with financial professionals. It's the ability to connect more personally with the public that is rewarding for these professionals. "People often feel they need a large amount of wealth in order to need a financial planner, but even if you have only a couple of nickels to rub together, it's just as important to have someone on your side," explained Certified Financial Planner Milind Shah, who is the event organizer for FPANJ. Key to this event is the opportunity to define the important role financial planners have for everyone, regardless of income. Shah explained that the one-on-one meetings he's had are rewarding on many levels. "Last year, a woman who attended brought with her an auto lease, mainly because she wasn't sure what was in it. We spent some time looking it over, and she was surprised at some of the items it contained. For me, it's satisfying when people seek out our expertise and leave happy, and that's what events like these are all about. They really help underscore our value and elevates our profession as service providers. And we help direct them, clarify things for them and overall make them feel less lost in the process," he said. ABOUT FPA of New Jersey and FPA: Financial Planning Association of New Jersey (FPANJ) is part of The Financial Planning Association® The FPA® is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA® members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA® works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA®, visit OneFPA.org or call 800.322.4237.For more information about FPANJ, visit www.fpanj.org. End
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