Professional Volunteer Application

Volunteer Application

Savvy Ladies

Personal Information

Professional Information

Select your area(s) of expertise:
In addition to English, do you speak any other Languages?

Fluent Business Proficiency Conversational

By participating in the Savvy Ladies volunteer Helpline, I acknowledge that I am entering into a limited pro- bono financial planning engagement for which I will receive no compensation, directly or indirectly for services provided. The scope of this engagement is to provide general financial and financial planning advice and consultation. It is not intended to be a long-term or ongoing relationship. I acknowledge and agree to comply with all regulatory, professional and ethical obligations, including but not limited to, any imposed by the Securities and Exchange Commission (SEC) and banking state securities and insurance authorities.  I also affirm that all professional credentials, certifications and licenses indicated in this application are in good standing.

Savvy Ladies has Errors & Omissions Professional Liability Insurance for our pro-bono financial planners.  As a pro-bono financial planner, you are automatically covered by this policy at no additional cost to you.  Savvy Ladies' policy is underwritten by Markel.