Charlotte FPA Chapter partners with the North Carolina Council on Economic Education (NCCEE) https://www.nccee.org/ to provide financial consultations to North Carolina teachers who are teaching financial literacy in the classroom. 

Planners who are CFPs are asked to volunteer their time in 45-minute increments to meet with a teacher (or two) and provide them the opportunity to review their state retirement benefits and other financial plans. These sessions are designed to help the teachers get on, or stay on, the right track for retirement savings and money management.

SIGN UP HERE

Below are the guidelines for participation:

• Complete the online FPA Pro Bono Training Session (1CFP credit) before the start of your first meeting (REQUIRED)
• Participate in a short briefing on teacher benefits on via ZOOM (OPTIONAL)
• Sign up for one or more 45-minute session(s)
• Conduct a virtual meeting or meetings your assigned teacher(s)

The total time commitment if you help one teacher would be a little over two hours (including training). Two teachers would about three hours. 

The dates for this Spring are Monday - Friday beginning May 1 and ending on May 12. You will be asked to block off the time on your calendar when you sign up. When a teacher selects your time slot you will be notified. If your time slot is not selected by April 17, you will be notified so that you can clear that calendar block.

Questions?

Contact Paul Brown, Pro Bono Director at paul@2hstrategies.com