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Volunteer Opportunities

NAPFA members have a special kind of knowledge. The kind of knowledge that can educate people, help them solve problems and create a plan that allows them to achieve their life’s goals. Our members often come to us to ask how they can share their professional gifts to positively impact others. There are actually a number of ways for talented, giving NAPFA members to help out. Below are just a few-

NCEF Foundation Board or Foundation Committee Member-

Foundation Board Members shape the direction of the Foundation and commit to at least a one- two year term of service. The Foundation Board meets monthly for one hour and also works on committee tasks during non meeting time. Board members are assigned to either the fundraising/development, governance or programs committee depending on skills and interest.

Foundation committee members are the ones who really make things happen. If you want to share skills you already have or learn new ones, this may be the opportunity for you. Committees meet at the direction of the committee chair.

Life’s Financial Journey Program Content Lead or Journeys Writer-

Life’s Financial Journey Program focuses on a specific journey in life- blending two lives, buying a home, raising a child with special needs or preparing for retirement. Content is prepared by an advisor along with appropriate resources and is placed on the NCEF website for consumers. This is an ongoing commitment to ensure content is relevant.

herosBuilding Homes for Heroes Veterans Advisor-

A financial advisor is paired with an injured veteran of the Iraq or Afghanistan conflicts. The veteran and his or her family is gifted a mortgage free home as part of the Building Homes for Heroes program. The veteran and their family receives advice on maintaining their home and relevant financial guidance. This is a two year commitment and is extremely rewarding to know you have made a real difference in the lives of our nation’s heroes.

Various Opportunities-

If you prefer not to commit to a specific program or for an extended time period, one-off opportunities may be right for you. We have been contacted by various groups including AARP who request financial advisors for a variety of reasons.

If you would like to become one of our amazing volunteers or if you would like more information about any of our programs, contact Jennifer Shimp, Foundation Program Officer at shimpj@napfa.org or 847.483.5400 x 106 for additional information.

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