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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:11.5pt;font-family:"Gill Sans MT""><img width="87" height="86" id="Picture_x0020_5" src="cid:image004.jpg@01D130C8.2EAB8480"><img width="95" height="56" id="Picture_x0020_2" src="cid:image005.jpg@01D130C8.2EAB8480" alt="logo-vert 2"></span><span style="font-size:11.5pt;font-family:"Gill Sans MT""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.5pt;font-family:"Gill Sans MT""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Our friends at the <a href="http://www.consumerfinance.gov/library-resources/">
Consumer Financial Protection Bureau</a> have recently set up an agreement with the
<a href="http://www.foundation-finplan.org/grants-and-programs/program-resources/program-resources">
Foundation for Financial Planning</a> to provide “no strings attached” pro bono (i.e. no cost) financial planning programs to underserved populations through local libraries.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">The Foundation and its partners are available to assist libraries with providing pro bono financial planning through workshops and individual one-on-one financial planning sessions. The Foundation works with
other local FPAs in the state to help identify local members that can assist with pro bono programs.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">The pro bono financial planners are guided by the following objectives.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:9.0pt;text-indent:-4.5pt"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt">Advice given is educational only.<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt">Introduce the participant to the financial planning process.
<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt">Provide a one-on-one session to assist participants create a financial plan.<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt">Helps participants set realistic financial goals.<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt">Establish steps to obtain the participants financial goals.<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l1 level1 lfo2">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt">No sales or promotion of any products or services are provided.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:9.0pt;text-indent:-4.5pt"><b><u><span style="font-size:12.0pt"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt">To get started, please review the
<a href="http://www.foundation-finplan.org/wp-content/uploads/2014/01/CFPB-libraries-FFP-toolkit.pdf">
CFPB Libraries Toolkit</a> and the resources available on the <a href="http://www.foundation-finplan.org/grants-and-programs/program-resources/program-resources">
Program Resources</a> page to become familiar with initiative goals. The Foundation will assist libraries identify financial planning professionals to support this initiative.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">On the <a href="http://www.foundation-finplan.org/grants-and-programs/program-resources/program-resources">
Program Resources</a> page, you will find:<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt"><a href="http://www.foundation-finplan.org/pro-bono-planner-request-form">Pro Bono Financial Planner Request Form</a>
<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt">Tips and Best Practices<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l0 level1 lfo4">
<![if !supportLists]><span style="font-size:12.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt">Financial Education Resources<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">If you prefer, you may also reach out to Oregon’s local association:<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">Financial Planning Association of Oregon and SW Washington<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><a href="http://www.fpa-or.org/">http://www.fpa-or.org/</a>
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><a href="mailto:admin@fpa-or.org">admin@fpa-or.org</a>
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">503.286.8350<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Arlene Weible<o:p></o:p></p>
<p class="MsoNormal">Electronic Services Consultant<o:p></o:p></p>
<p class="MsoNormal">Oregon Federal Regional Depository Coordinator<o:p></o:p></p>
<p class="MsoNormal">Library Support and Development Services<o:p></o:p></p>
<p class="MsoNormal">Oregon State Library<o:p></o:p></p>
<p class="MsoNormal">250 Winter St NE<o:p></o:p></p>
<p class="MsoNormal">Salem OR, 97301<o:p></o:p></p>
<p class="MsoNormal">503-378-5020<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:arlene.weible@state.or.us">arlene.weible@state.or.us</a><o:p></o:p></p>
<p class="MsoNormal"><a href="http://oregon.gov/osl/ld/">http://oregon.gov/osl/ld/</a>
<o:p></o:p></p>
<p class="MsoNormal">FOLLOW US: <a href="https://www.facebook.com/ORLibSupport"><span style="color:windowtext;text-decoration:none"><img border="0" width="21" height="21" id="Picture_x0020_1" src="cid:image001.png@01D12E70.AF7154F0" alt="facebookSmall.png"></span></a> <a href="http://osl-lis.blogspot.com/"><span style="color:#1F497D;text-decoration:none"><img border="0" width="24" height="24" id="yui_3_5_1_4_1421884432920_794" src="cid:image002.jpg@01D12E70.AF7154F0" alt="http://www.thewwwblog.com/images/blogger-logo.jpg"></span></a><span style="font-size:8.0pt;font-family:"Verdana","sans-serif";color:#002163"> </span><a href="http://www.oregon.gov/OSL/LD/Pages/index.aspx"><span style="font-size:8.0pt;font-family:"Verdana","sans-serif";color:#1659D8;text-decoration:none"><img border="0" width="99" height="38" id="webImgShrinked" src="cid:image003.jpg@01D12E70.AF7154F0" alt="Picture"></span></a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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