Free Financial Planning Day for Metro Washington Residents:Nov. 2

Washington, D.C. (Oct. 23, 2013) – We’ve all heard that there’s no free lunch, but in these challenging economic times, D.C. area residents will be able to get free financial planning advice and guidance from professional financial planners at the 4th annual Metro Washington Financial Planning Day Nov. 2 at the Columbia Heights Educational Campus.

The D.C. Department of Insurance, Securities and Banking is co-hosting this event with the Financial Planning Association of the National Capital Area and others to provide residents with free advice on budgeting, retirement planning, income taxes, investment strategies and more.

See more information below and get all the details, including registration, at:www.FinancialPlanningDays.org/DC

WHAT: The Metro Washington Financial Planning Day is an opportunity for residents to meet one-on-one with highly qualified Certified Financial Planner™ professionals and experts from the Financial Planning Association to address important financial issues including: getting out of debt, retirement planning, investment strategies, income taxes, insurance, mortgages and foreclosures and more. The event will also feature a series of classroom-style educational workshops addressing key personal finance topics including financial planning for women, real world retirement planning and how to be a smart investor.

WHEN: Saturday, Nov. 2, 11:00 a.m. to 4:00 p.m.

WHERE: Columbia Heights Educational Campus, 3101 16th St., NW, Washington, D.C. 

WHO: The Metro Washington Financial Planning Day is a 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 nationwide. The D.C. event is organized by the Government of the District of Columbia, the D.C. Department of Insurance, Securities and Banking and the Financial Planning Association of the National Capital Area, in partnership with four national non-profit organizations – Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning and the U.S. Conference of Mayors.

TO PARTICIPATE:  Metro Washington Financial Planning Day is free and open to the public. Registration is available online at www.FinancialPlanningDays.org/DC or by calling toll free at (877) 861-7826.  Walk-ins are welcome. The venue is located just one block from the Columbia Heights Metro Station on the green and yellow lines.

Members of the news media are invited to attend the event and interview the organizers.

For more information contact:  Tanya Bryant, D.C. Dept. of Insurance, Securities and Banking,(202) 442-7761 or tanya.bryant@dc.gov;  Daniel F. Drummond, Certified Financial Planner Board of Standards, Inc., (202) 379-2252 or ddrummond@CFPBoard.org; Melissa Sotudeh, CFP®, Financial Planning Association of the National Capital Area, (301) 961-9505 or msotudeh@warner-financial.com