«

»

Oct 02

20 Ways to Celebrate Financial Planning Week

October 1-7, 2012, marks the Financial Planning Association’s® (FPA’s®) eleventh annual Financial Planning Week®

Financial Planning Week is a celebration to help individuals discover the value of financial planning and make smart financial decisions to achieve life goals and dreams.

During Financial Planning Week, the Financial Planning Association and its nationwide network of chapters host financial planning education events, seminars, workshops, hotlines and more to improve financial literacy across the nation. Join in our celebration by attending an event in your area.

Financial Planning Week Goals

  • Empower Americans to achieve their dreams by identifying and managing realistic financial goals, while at the same time negotiating the financial barriers that arise at every stage of life.
  • Help the public discover the benefits and value of financial planning.
  • Provide educational resources to help individuals get objective, unbiased financial advice.

FPA offers these suggestions to celebrate Financial Planning Week:

  • Balance your checkbook
  • Make a monetary contribution to your favorite charity
  • Start a savings account for a child, vacation or a gift for yourself
  • Help teach your children how to save and spend wisely
  • Get your estate in order: Create or revise your will and other estate-planning documents
  • Call your financial planner and share your appreciation for their service
  • Pay off a credit card
  • Get a head start on college — investigate college planning options
  • Establish an emergency fund
  • Evaluate your employee benefits and begin planning for open enrollment
  • Develop your holiday spending budget
  • Plan for year-end tax strategies
  • Purchase a session with a financial planner for a relative, friend or colleague
  • Give a relative, friend or colleague a subscription to a personal finance magazine
  • Invite a financial planner to speak at your workplace
  • Review your insurance coverage
  • Write down your financial goals and revisit them periodically
  • Start using personal finance software to help you better understand your money
  • Look up three financial terms that have baffled you and resolve to understand them
  • Talk to a relative about their plans for long-term care

 

The preceding content was originally published on the Financial Planning Association®  website, www.FPAnet.org

 

The information in this article is not intended to be tax and/or legal advice and should not be treated as such. You should consult with your tax advisor and/or attorney to discuss your personal situation before making any decisions.

Additionally, If you are looking for additional help, seek help from a CERTIFIED FINANCIAL PLANNER™ Professional that can look at your individual situation holistically.