Financial Planning Week
Posted on October 6th, 2008 – 5:23 PMBy Kara McGuire
Here are 20 ways to celebrate courtesy of the Financial Planning Association.
20 Ways to Celebrate Financial Planning Week
* Balance your checkbook
* Make a monetary contribution to your favorite charity
* Start a savings account for a child, vacation or a gift for yourself
* Help teach your children how to save and spend wisely
* Get your estate in order: Create or revise your will and other estate-planning documents
* Call your financial planner and share your appreciation for their service
* Pay off a credit card
* Get a head start on college — investigate college planning options
* Establish an emergency fund
* Evaluate your employee benefits and begin planning for open enrollment
* Develop your holiday spending budget
* Plan for year-end tax strategies
* Purchase a session with a financial planner for a relative, friend or colleague
* Give a relative, friend or colleague a subscription to a personal finance magazine
* Invite a financial planner to speak at your workplace
* Review your insurance coverage
* Write down your financial goals and revisit them periodically
* Start using personal finance software to help you better understand your money
* Look up three financial terms that have baffled you and resolve to understand them
* Talk to a relative about their plans for long-term care
OK. So not as fun as watching new TV shows or taking a walk on fall leaves that make that wonderful, crunchy sound. But much of it is necessary.
The Minnesota chapter has a belated FP-week event next Tuesday. It’s a Health Care Reform forum being held at the Humphrey Institute from 12:30 to 2pm.


