AICPA Broadens Scope of Financial Planning Education, Assistance for Consumers: Pro Bono Services, Web-Based Resources

CPA Letter, The, June, 2004 by Anonymous

The AICPA and five of the country's leading financial planning groups have joined forces to reach out to sponsor the Project for Financial Independence, a pro bono financial planning effort offering free financial guidance to people who cannot afford an adviser or who face an immediate or unusual financial need.

Consumers who fall into one of four categories may be eligible to receive pro bono assistance under the Project for Financial Independence: low-income individuals (as defined by the U.S. Census Bureau at www.census.gov/hhes/poverty/threshld/thresh01.html); enlisted military personnel; people who face an immediate financial crisis (e.g., a natural disaster, long-term illness, the death of a family member, job loss, etc.); or people who are struggling with significant...

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