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October 28, 2019

The Center for Excellence in Finance Hosts Third Annual Financial Planning Days

Kathy Carpenter smiles at the camera before assisting community members with free financial services.

The Center of Excellence in Finance hosted their third annual Financial Planning Days event on Saturday, October 19, 2019. The event offered free financial planning resources to the Chico community, with specialized training this year for wildfire victims. The event was held at the Chico Masonic Family Center at 1110 West East Avenue. While they offered free registration available online a month before the event, they also accepted walk-ins the day of the event.

“Financial Planning Days is our way to give back to the community,” said the program coordinator, Tyler Stoll. “We are able to work with local Certified Financial Planners and the Financial Planning Association to provide an opportunity for those who don’t always get the financial help they need.”

The event has been remarkably helpful over the past couple of years, educating those who are unsure if they need financial assistance, and offering information on where to get help. Three Certified Financial Planner (CFP) professionals were available to answer any questions from the public regarding financial planning, budgeting or money topics.

Common topics included budgeting, credit and debt, investing, taxes, home ownership, estate planning, insurance, Camp and Carr Fires finances and insurance and more.

Each participant had an opportunity to speak with a CFP professional privately about their financial concerns and receive helpful information to make better monetary decisions. There were also students who work as paraplanners on campus, and they got to see first-hand how a financial planner can help others.

The Center for Excellence in Finance aspires to include this event every year in conjunction with the Financial Planning Association, a national organization that hosts financial planning days around the country.

The event received extremely positive feedback. Many participants claimed to have never received advice from a financial advisor before, simply because they did not know where to start or find a CFP professional.

“They were very friendly and knowledgeable. All of my questions were answered and more,” one participant said.

The Center for Excellence in Finance works to advance financial wellness in the campus community as well as provide financial career opportunities for finance students at California State University, Chico. To learn more, visit http://www.csuchico.edu/cef.

Tyler Stoll
Center for Excellence in Finance