TITLE

Serving the Underserved: Is There a Professional Obligation?

AUTHOR(S)
Opiela, Nancy
PUB. DATE
June 2000
SOURCE
Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p76
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article describes various pro bono work that U.S. financial planners offer to their clients. Spring Leonard, a certified financial planner of SBL Financial Enterprise in Norfolk, Massachusetts, often offers help free of charge. Certified Financial Planner Board of Standards Inc. president Robert P. Goss agrees that practitioners are doing it not just to get notoriety. Some of the pro bono work planners are doing are the following: conduct of seminars to civic and professional groups; launch of the 30 Minutes for 30 Somethings by Alan Ungar of Calabasas, California; and free counseling for older people and women.
ACCESSION #
3214414

 

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