Professional Volunteer Application

Volunteer Application

Savvy Ladies

Personal Information








Professional Information



Do you have a particular knowledge base or expertise?

In addition to English, do you speak any other Languages?


Fluent Business Proficiency Conversational
Availability







Disclaimer
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.