Dozens of area Financial Planners Will Offer Free Advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies, and More

We’ve all heard that there’s no free lunch, but in these challenging economic times, Milwaukee-area residents will be able to get free financial planning advice and guidance from professional financial planners at Financial Planning Day.  The advice will be offered on a “no strings attached” basis and planners will not give out business cards or sell financial products or services.

WHO: Milwaukee Financial Planning Day is organized by Financial Planning Association (FPA) of Wisconsin, Children's Community Health Plan and Marquette University.  The event is part of the national Financial Planning Days initiative, a ground-breaking program involving city governments and thousands of financial planners nationwide, in an effort to provide free financial education and programming to people across the country.

WHAT: Highly qualified Certified Financial Planner™ professionals will be stationed at tables and will meet with residents one-on-one to address important financial issues including: getting out of debt, retirement planning, investment strategies, income taxes, insurance, mortgages and foreclosures, among many other topics.  The event will also feature a series of classroom-style educational workshops addressing key personal finance topics, including: Budgeting, Estate Planning, Insurance and more.

Special appearance by the best Mascot in the NBA, BANGO of the Milwaukee Bucks!  Picture opportunity at 5pm!

To register to attend - click here!

Complimentary parking in the Marquette structure only.  There will be childcare available ages 4 and up - 12:00 - 6:00 pm.  

Plan to attend the Financial Planning Day!  It's all free!  No strings attached!

We expect a large crowd, so we encourage you to register early!