Community Outreach Committee
Who we are: Financial Planners who support & provide education, pro-bono financial services to local groups that request services.
- We also seek opportunities to provide these services to under served communities on state and local levels
What we do:
- Provide education, 1 to 1 services for individuals within
- Dana Farber Cancer Institute
- MA National Guard & Military Service Members
- Jewish Vocational Services
- Compass Working Capital
- Lawrence Community Works
Why should you engage? To give back or “pay it forward” helping individuals in these groups will make you feel great!
How to join?
- Be a CFP
- Attend Pro-Bono Training
- Reach out to Community Outreach Director David Santoro or email@example.com