Free Financial Planning

ANCHOR LEAD IN:
WE ALL KNOW THAT THERE'S NO SUCH THING AS A FREE LUNCH! BUT HOW ABOUT FREE FINANCIAL ADVICE? YOU HEARD RIGHT! MORE AND MORE FINANCIAL ADVISORS ARE DISHING IT OUT…NO CHARGE TO YOU!AND THIS FREE HELP COULD BE WORTH IT'S WEIGHT IN GOLD. HERE'S TODAY'S HEADS UP.

TRACK ONE Length: 07
A BIG LIFE CHANGE LIKE RETIREMENT MAY SOUND LIKE A NEVER-ENDING VACATION…BUT IT CAN BE OVERWHELMING, TOO.

SOT
KEY @ : 11 Margaret Valdes, Had a free financial consultation
"We're about 2 years from retirement. I have these fears and I wanted to
just talk to somebody about it.

TRACK TWO Length: 07
SO, WHEN MARGARET VALDES ( VAL-DEZ) LEARNED THAT HER LIBRARY WAS BRINGING IN A CERTIFIED FINANCIAL PLANNER AND OFFERING FREE FINANCIAL COUNSELING, SHE WAS
THRILLED.

SOT
KEY @ : 24 Margaret Valdes, Had a free financial consultation
"We just started focusing on first things first and some specific questions
that I needed to answer."

TRACK THREE Length: 10
Source: Bankrate.com
FROM LIBRARIES TO CALL-IN RADIO SHOWS TO WEBSITES …FREE FINANCIAL GUIDANCE -- WHICH CAN COST UPWARDS OF 150-DOLLARS PER HOUR - IS GROWING LIKE MONEY ON
TREES…

NAT SOT Length:03
"1800 923 "

TRACK FOUR Length: 08
RICK BLOOM HAS BEEN DOLING OUT FREE FINANCIAL ADVICE OVER THE AIRWAVES FOR NEARLY TWENTY YEARS…HE SAYS PEOPLE ARE MORE THAN EAGER TO GET FREE HELP.

SOT
KEY @ : 55 Rick Bloom"The Rick Bloom Show"
"They can get a variety of information. Even if they go to see a professional after that, they're going in being a smarter consumer."

TRACK FIVE Length: 08
IN FACT, THE FINANCIAL PLANNING ASSOCIATION - F-P-A - SAYS THOUSANDS OF ITS MEMBERS NOW OFFER REGULAR, FREE FINANCIAL CONSULTATIONS NATIONWIDE.

SOT
KEY @ : 1:09 Edward Gjertsen, II, Financial Planning Association
"The advice that's asked for is a real wide range; everywhere from very
specific to the very general, everything from basic budgeting 101 to retirement planning."

TRACK SIX Length: 16
EXPERTS SAY FREE ADVICE SHOULD BE FOR EDUCATION ONLY - DON'T HAND OUT YOUR ACCOUNT NUMBERS. CHECK CREDENTIALS - YOU CAN FIND OUT WHAT TO LOOK FOR AT THE C-F-P WEBSITE… AND REMEMBER - YOU'RE SUPPOSED TO BE GETTING ADVICE, NOT A SALES PITCH DURING YOUR CONSULTATION. MARGARAET SAYS FREE ADVICE CAN REALLY PAY OFF.

SOT
NO KEY
"There's no reason why all the people my age, all the boomers, shouldn't be able to just take an hour out and take advantage of this. "

ANCHOR TAG:
STATIONS… YOU MAY WISH TO PUT A GRAPHIC UP FOR THE TAG.
THE FOLLOWING ARE THE TWO WEBSITES.
http://www.cfp.net/
http://www.bankrate.com
http://www.cfp.net/learn/requestkit.asp
IN TERMS OF CHECKING CREDENTIALS…YOU CAN DO THAT AT WWW DOT C-F-P DOT NET.
ALL F-P-A MEMBERS MUST SIGN A LETTER OF AGREEMENT SAYING THEY WON'T TRY AND SELL YOU ANYTHING DURING YOUR CONSULTATIONS. YOU CAN FIND A LISTING OF FREE FINANCIAL PLANNING RESOURCES WWW DOT BANKRATE DOT COM.AND YOU CAN ORDER YOUR OWN FREE FINANCIAL PLANNING KIT AT THE CERTIFIED FINANCIAL PLANNER WEBSITE WHICH IS WWW DOT C-F-P DOT NET.

SOURCE LIST
This information may be posted on your website at the bottom of the
NewsProNet script if your station has an extended license that includes your Web property.

Ed Gjertsen, CFP
Vice President, Mack Investment Securities
President, Illinois Chapter, FPA
ed@macktracks.com
Mack Investment Securities, Inc.
Suite 300
1939 Waukegan Rd
Glenview, IL 60025

Rick Bloom, CFP
The Rick Bloom Show
Newstalk 1400 WDTK
2 Radio Plaza
Ferndale, MI 48220

The FPA
The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. They say everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. The FPA has approximately 28,500 members and is the largest membership association representing financial planners in the United States. The group began pro bono financial planning program shortly after September 11, 2001. Since then, it has grown to encompass hurricane relief efforts and work with the military. http://www.fpanet.org/

ADDITIONAL SOURCE INFORMATION
FOR CLIENT-STATION USE ONLY
The additional information provided below is for client-station use only. This
private contact information cannot be given to viewers nor posted on your Website. It is for internal station use only. It is provided to help you obtain answers to any additional questions you may have and to help you localize a story. Thank you.

Rick Bloom, CFP
The Rick Bloom Show
Newstalk 1400 WDTK
2 Radio Plaza
Ferndale, MI 48220
Assistant: Delilah Caputo
248-932-5200 ext. 423

Ed Gjertsen, CFP
847-657-6600
Vice President, Mack Investment Securities
President, Illinois Chapter, FPA
ed@macktracks.com

Mack Investment Securities, Inc.
Suite 300
1939 Waukegan Rd
Glenview, IL 60025

STATIONS… YOU MAY WISH TO PUT A GRAPHIC UP FOR THE
TAG. THE FOLLOWING AR E THE TWO WEBSITES.

http://www.bankrate.com/brm/news/pf/20070219_free_financial_planning__resources_a1.asp
http://www.cfp.net/learn/requestkit.asp

Where to check for appropriate credentials:
http://www.cfp.net/learn/knowledgebase.asp?id=15