Deborah Badillo, CFP®, Client Advisor, Meira Wealth
Maria Daley, CFP®, Head of Advisor Success & Integration, Perigon Wealth
Jon Dauphiné, CEO, Foundation for Financial Planning
Join The Net Positive Consortium in Wealth Management and the Foundation for Financial Planning (FFP) for an energizing conversation about why pro bono financial planning isn’t just the right thing to do—it’s a powerful investment in your firm’s culture, reputation, and long-term success.
In this session, you’ll discover how the Net Positive principles of community involvement, meaningful impact, and responsible leadership come to life through a partnership with FFP. Learn how firms of all sizes are expanding access to quality financial guidance for people in need—and how doing so strengthens employee engagement, builds trust in your brand, and deepens your firm’s connection to the communities you serve.
Whether you’re exploring pro bono work for the first time or looking to elevate existing efforts, you’ll gain actionable guidance to help you get started and create lasting impact.
