Learning Center

Giving Back with Pro Bono Financial Planning

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The Foundation for Financial Planning is the nation’s only charitable organization solely devoted to supporting the delivery of pro bono financial planning to at-risk populations. Amid COVID-19’s financial fallout, pro bono work is more important than ever. In this session, you will learn how you and your chapter can leverage FFP’s latest resources to get started or to enhance your ongoing pro bono engagements to help families in need. The session will spotlight a demo of FFP’s new volunteer matching platform – ProBonoPlannerMatch.org – as well as a first-hand story from a pro bono planner and client.

Jon Dauphine, JD

CEO, Foundation for Financial Planning

Jon Dauphiné was named CEO of the Foundation for Financial Planning (FFP) in 2016, and since then has led FFP’s efforts to grow programs linking volunteer financial planners to people in need, providing them with free, quality advice. Before FFP, Jon served 15 years at AARP, eight as its SVP of consumer programs and four before that as its SVP of Economic Security Strategy. An attorney, Jon has held roles in major DC law and public affairs firms. He graduated cum laude from Harvard Law School and Vassar College.

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Giving Back with Pro Bono Financial Planning
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available