Event Preview: Financial Planning Day

Written by: Fargo Inc Staff

Photo by J. Alan Paul

For the second time in as many years, the FMWF Chamber of Commerce’s Leadership program will be hosting Financial Planning Day, an opportunity for anyone in the metro to attend both one-on-one sessions with Certified Financial Planners, as well as topic-specific workshops on home buying, estate planning, and elder care, among others.

An additional offering this year — and one of the reasons the event was moved to mid-April — is that there will also be local CPAs available to answer people’s last-minute tax-related questions and clear up any confusion about the new tax bill.

Who: Chamber of Commerce’s Leadership FMWF (in partnership with the Foundation for Financial Planning)

What: 2nd Annual Financial Planning Day

  • Four workshops: budgeting, estate planning, home buying and elder care/senior planning
  • Keynote speaker (TBD)
  • 30-minute one-on-one sessions with Certified Financial Planners and CPAs
  • Village Family Services booth for those in need

When: Saturday, April 14, 9 a.m. – noon (people can start arriving at 8:30 a.m. to register if they haven’t already)

Where: Barry Hall (NDSU), 811 2nd Ave. N., Fargo

Why: A free event designed to give FMWF residents a chance to speak one-on-one with professional financial planners and address their financial questions at no cost. With people not always sure where to go for sound financial advice, this is a no-strings-attached way to do that at a one-day event.

How: Registration is not required but likely necessary if you want to secure a one-on-one session with a CFP/CPA. Register and get more info at GetAPlanNow.com.


Should I Attend?

  • Do you want to learn how to budget better?
  • Are you looking at buying a home?
  • Are you going through the estate-planning process?
  • Are you changing jobs or starting a new benefits plan?
  • Can you typically not afford financial-planning services?
  • Are you going through a major life transition?

Why They’re Participating

“I wanted to participate in something that could help and benefit everyone in the community, regardless of their financial status. Everyone can stand to benefit from the free services provided by financial planners and the information taught by other professionals during the seminars.” – Toby Krone, Moorhead Police Department

“I love the FM community and want to see it continue to be a great place to live, work and play. This event can help people gain control of an important part of their lives, bringing greater stability to their homes and businesses. We also need to be an attractive relocation destination as we address the local labor shortage. Thriving communities are attractive to qualified candidates.” – Kurt Lysne, Moore Engineering

“This is an important event because it provides access to information and resources that, for many, wouldn’t otherwise be readily available. Many of the financial topics we cover are complex and can be intimidating, and rather than tackle them alone, many folks choose to procrastinate or not put together a plan at all, which is unfortunate.” – Thomas Loegering, Wanzek Construction

“Financial-planning events are typically held in very large cities, and I really wanted to bring that experience and access to qualified planners here to the Red River Valley. I read a report that said that more than 50 percent of Americans can’t cover a $500 emergency expense, which is very scary. Last year, we had standing-room-only in our budgeting session; clearly, people are craving help, and we want to continue to give them resources to jump start their financial well-being.” – Paul Jarvis, United Capital Fargo

Financial Planning Day


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