Learning and Sharing at Financial Planning Day 2014

A&I Financial Services > Periscope Newsletter > Learning and Sharing at Financial Planning Day 2014
This past and nbsp;Saturday, several AIFS Financial Advisors volunteered for Denver’s 4th annual Financial Planning Day. Over 200 families pre-registered for the event held at Mile Hi Church in Lakewood, Colorado. More than 40 of Denver’s Financial Planners volunteered to provide advice free and anonymously–helping those in need find a voice of reason. For more information about one of our favorite non-profit events, and nbsp;click here.
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We learned a lot by sharing our experiences and listening to the people we met. We learned their stories and heard countless compliments and thank-yous on the way out the door. That’s a nice day, if you ask me!
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The Financial Planning Association will conduct more FP Days around the city of Denver in the months and years ahead. If your congregation or community organization would like to host a meaningful day for your community, give me a call!
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Above, participants meet with Financial Planners at Denver’s Financial Planning Day.
About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.

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