Financial Planning Association
Local chapters can be contacted to provide pro bono outreach and counseling.
Society for Financial Awareness (SOFA)
SOFA is an organization promoting financial education whose members include Financial Advisors, Estate Planning Attorneys, Insurance Professionals, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Practitioners. Members donate their time in the community conducting no-cost, no obligation financial workshops and seminars to individuals, companies, and organizations. A list of speakers based in Oregon is available on the website.
Offers training and support for low-income people build their long-term financial health in the Portland metropolitan area.
Offers training and support for low-income people build their long-term financial health in the Mid-Willamette Valley area, including Lane, Marion, and Clackamas counties.
Senior Health Insurance Benefits Assistance Program (SHIBA)
Contacts listed by county. They can provide assistance for programming for seniors making financial decision related to Medicare and health insurance coverage.
Oregon Division of Financial Regulation
Request a speaker on topics such as: home buying and foreclosure issues; insurance (car, health, home, life, annuities); investing; retirement planning; and identity theft and financial fraud prevention.
Provides Earned Income Tax Credit outreach and free tax preparation programs for low income families.
AARP Foundation Tax-Aide Program
Locate free tax preparation volunteers and resources.
Oregon Society of Certified Public Accountants
Members of the Oregon Society of CPAs are available to come speak to local community group about a variety financial of topics.
Money Management International
Primarily provides credit counseling but also offers workshops and other types of training.
Provides finance education targeted to specific age groups from elementary to college bound students.
Contacts by county. Nonprofit housing agencies providing homeowner assistance advocacy and programs.
Oregon Community Action Agencies (Community Action Partnership of Oregon)
Community action agencies coordinate a variety of support services at the local level. If you are having trouble locating speakers for events in your library, try reaching out to your local community action agency for advice and suggestions.