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Pro Bono

Help your community and your profession by volunteering.

​The Financial Planning Association is dedicated to helping under-served populations by providing free, no strings attached, objective financial planning services to eligible​ individuals and families through its pro bono program.


Get involved!

Junior Achievement of Greater Cleveland
Junior Achievement has 106 local JA Areas across the nation, and together we are the nation’s largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. JA’s programs—in the core content areas of work readiness, entrepreneurship and financial literacy—ignite the spark in young people to experience and realize the opportunities and realities of work and life in the 21st century. Please contact Amanda Dureiko at adureiko@jacleveland.org for more information or to volunteer with JA!

Financial Planning for Cancer

Developed by Family Reach, the Foundation for Financial Planning (FFP) and the Financial Planning Association (FPA), Financial Planning for Cancer pairs cancer patients and their families with pro bono financial planners to help them manage cash flow and debt during cancer treatment. Please contact Kim Murphy at 216-912-0560 or kmurphy@mcdonald-partners.com to get involved with this program. More information here.

Other partners:
Educational Service Center of Northeast Ohio
FinMango

Other questions? Contact Kim Murphy, FPA NEO ProBono Chair


Looking for a speaker on a financial topic? Fill out this speaker request form here.

Upcoming Events

July 16, 2026

Summer Webinar: July 2026 – The Mortgage Edge: What Every Advisor Should Know

July 22, 2026

NexGen: Guardians Game 2026

July 29, 2026

Summer Networking Social 2026

August 20, 2026

Summer Webinar: August 2026 – Net Unrealized Appreciation (NUA)

September 10, 2026

September 2026 Quarterly Meeting

November 17, 2026

November 2026 Quarterly Meeting

About FPA-NEO

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Lauren Smigelski
Chapter Executive
FPA of Northeast Ohio

2001 Crocker Rd., Ste. 510
Westlake, OH 44145
(216)-298-9095
admin@fpa-neo.org

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