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Pro Bono Activities for Our Membership
Speakers Bureau: Requests for Speakers for FPA presentations
From time to time, the FPA needs speakers for programs before employers, consumers, schools, and other organizations. Prepared PowerPoint programs are available.
Contact: Dan Hunteman at 414-258-0680 or dan_hunteman@sbcglobal.net
Contact: Liz Pollock at 262-446-2464 or Liz@AffordableHealthandMore.com
One-on-One Counseling
One-on-one Counseling for disaster, military, disabled veterans and various pro bono activities including MilwaukeeSaves and the Financial Planning for Your Future Training Initiative.
Usually a ½ hour phone consultation based on the various pro bono program’s criteria.
Contact: Dan Hunteman at 414-258-0680 or dan_hunteman@sbcglobal.net
Contact: Liz Pollock at 262-446-2464 or Liz@AffordableHealthandMore.com
Financial Planning for Your Future Training Initiative
This program helps women entrepreneurs
Generally they have a need for speakers
Subjects that could be covered:
- Financial Planning and the Financial Planning process
- Fiscal Fitness Checkup
- Retirement Planning for the small employer and he Self-Employed
- Life Insurance Needs
- Property and casualty needs
- Basic Estate planning needs
Other programs are:
Make Your Money Talk
This a six session series on personal money management held twice a year in either Madison or Milwaukee. This series is designed as a guide to personal money management, covering such topics as creating a personal budget, developing a savings plan that works, and dealing with past and future credit
Wealth Builders Club
This is a peer networking group focused around positive money management techniques. Meetings are designed to allow participants to save smarter, build wealth and accomplish individual goals. It will meet four times a year.
Contact: Liz Pollock at 262-446-2464 or Liz@AffordableHealthandMore.com
Or
Contact: Jacqueline A. Ward
Wisconsin Women’s Business Initiative Corporation
2745 N. Dr. Martin Luther King Jr. Drive
Milwaukee, WI 53212
414-262-5450
Money Conferences
The goal of the Money Conference is to provide affordable, high-quality, and unbiased financial education in a setting that is fun and inspirational for all. Inspirational speakers, a free copy of a credit report and Special Youth programs are its hallmark.
There are currently six conferences: Milwaukee, Racine/Kenosha, Madison, Beloit/Janesville, Shawano/ Keshena Menominee, and the Fox Cities.
FPA-SW supplies one speaker for the Program, usually “Financial Planning Is Not Only For Rich People. A booth may be may be manned to hand out Brochures.
Contact: Dan Hunteman at 414-258-0680 or dan_hunteman@sbcglobal.net
Or
Contact: Richard Entemann
Asset Builders of America, Inc
608-663-6332
Junior Achievement
The Financial Planning Association® (FPA®) and JA Worldwide® (Junior Achievement) announced a joint effort to advance educational programs that help improve the financial literacy of America’s youth. Recent surveys, such as the one conducted biannually by The Jump$tart Coalition, indicate that young people desperately need financial literacy instruction. Participants in Jump$tart’s 2006 survey averaged a dismal 52.4 percent of questions answered correctly when asked basic questions about financial literacy.
As part of the Junior Achievement/FPA partnership, FPA will provide volunteers from its nationwide network
JA Worldwide is the world's largest organization dedicated to inspiring and preparing young people to succeed in a global economy. Through a dedicated volunteer network, JA Worldwide provides in-school and after-school programs for students in grades K-12. JA Worldwide offers educational programs that focus on three key content areas: entrepreneurship, work readiness, and financial literacy. Today, 140 individual area operations reach approximately four million students in the United States, with an additional 3.5 million students served by operations in 114 other countries worldwide. For more information, visit www.ja.org.
Contact: Dan Hunteman at 414-258-0680 or dan_hunteman@sbcglobal.net
Or
Contact: Johnny Myers
Junior Achievement
6924 N. Port Washington Rd
Milwaukee, WI 53217
414-352-5350 ~ Fax 414-352-5614
Make A Difference-Wisconsin
Make A Difference - Wisconsin, Inc. (MAD-WI) is a 501(c)(3) "not-for-profit" organization whose mission is to engage members of the business and professional community in the delivery of a 5-hour (6-session) financial literacy curriculum that will empower youth to create financial independence in their lives. Studies show that America's teens graduate from high school without solid financial management skills. The lure of credit card offers and check-cashing stores, combined with a lack of money management education, sets many up for financial crisis that often last a lifetime. We want to change that.
The program consists of three seminars focused on budgeting and saving, understanding checking accounts, and understanding credit cards, credit history/scores, and credit reports. Our goal is reach every 11th grade student in the Milwaukee Public School (MPS) system during the 2006/2007 school year, then expand the program to the Milwaukee metro area in 2007/2008, and state-wide in 2008/2009.
Anyone can teach financial literacy with this program. Training and all the materials you need are provided.
Contact: Dan Hunteman at 414-258-0680 or dan_hunteman@sbcglobal.net
Or
Contact: Brenda Campbell
Executive Director
Make A Difference - Wisconsin, Inc.
710 N. Plankinton Avenue, Suite 730
Milwaukee, WI 53203
414-273-8102
Fax: 414-273-8095
Brenda@makeadifferencewisconsin.org
www.makeadifferencewisconsin.org
Milwaukee Saves (Revitalized by WWBIC)
Milwaukee Saves is part of a national social marketing campaign – America Saves. On the national level...It is about teaching a nation of spenders to become a nation of savers._ with a motto of "You can Build Wealth."
(This campaign can be liked to the successful campaigns of "Don't Drink and Drive" and "Buckle up for Safety")
The Goal of Milwaukee Saves is to provide free services to help people save money and build wealth to achieve their financial goals.
WWBIC coordinates Milwaukee Saves, a workplace initiative with community volunteer support.
Elements of the campaign include...
- Free wealth building workshops
- Free advice from volunteer wealth building coaches and financial planners
- Free workplace and community savers clubs
- Free quarterly newsletters from America Saves
- Opportunities to learn and link to wealth building community initiatives
Volunteers are needed as speakers and wealth building coaches.
A Wealth Building Coach works for the Saver to:
- Help define short-term and long-term goals.
- Assist with the savings plan by setting up a time frame for the savings commitment
- If unsure of a goal , assist with identification of issues such as:
- Payment of Credit Card Debt
- Establishment of an Emergency Fund
- Home Ownership
- Retirement
- Saving for College
- Refer to other professionals if needed:
- Explain MilwaukeeSaves specific products such as no fee savings accounts, direct deposit methods, certificates of deposit and savings bonds.
Contact: Dan Hunteman at 414-258-0680 or dan_hunteman@sbcglobal.net
Wisconsin Money Smart Week
Wisconsin Governor Jim Doyle has declared a week in October as Money Smart Week for the entire state. The Federal Reserve Bank of Chicago is working with state agencies and local organizations to accomplish this first-ever state-wide campaign.
Money Smart Week is being driven by a diverse group of organizations (banks, credit unions, NML and nonprofit financial literacy providers) working together to promote personal financial literacy. Members agreed to share resources and ideas to achieve greater public awareness of the programs and services available in Wisconsin
The goal for Money Smart Week is focused presentations by community groups, financial institutions, government agencies, educational organizations, and financial experts, all designed to help consumers learn to better manage their personal finances. The effort would showcase different programs, help consumers get information, bring together different organizations - many for the first time, and help these organizations share expertise and leverage limited resources. The presentations will be free.
Topics will include sessions on:
Basic Banking Services
Basic Finance
Budgeting and Saving
Credit
Estate Planning
Financial Planning
Home Buying
Identify Theft
Insurance
Retirement Planning
Small Business Planning
Student Loans
A brochure will be published that will contain the Financial Literacy events planned before, during and after the week in October.. There is a website (www.moneysmartwi.org) sponsored by the DFI that will also contain Financial Literacy events.
There are Money Smart Week programs in Madison, Sheboygan, Milwaukee, Kenosha West Bend, Appleton, Manitowoc, Green Bay, Wausau and Fond du Lac
Contact: Dan Hunteman at 414-258-0680 or dan_hunteman@sbcglobal.net