Orlando Sentinel Front Page View
Summary of 2017 Hotline:
Many thanks to the 21 CFP® volunteers that gave up part of their Sunday to participate in our annual event! Our 21 Certified Financial Planning volunteers answered 134 calls from 10:00 am to 4:00 pm. Based on the 134 total calls received, each planner averaged 6 calls for each shift. The heaviest volume of calls was the first hour (10 – 11) and then from 2:15 to 3:15 (Halftime for NFL games??).
Percentage of questions breaks down as follows:
Investment questions comprised 28%
Retirement 28%
Taxes 15%
Estate Planning 5%
Insurance 8%
Mortgages 6%
Other (SSA, Nursing Care, Debt Management, etc.) 10%
Of note, the distribution of questions was roughly the same. Callers were asking the same questions, but at a higher volume than 2016’s call in.
Age breakdown:
12% were under age 50
19%% were 51-60
41% were 61-70
19% were 71-80
9% were 80+
Thanks to Bill Zimmerman and the entire Orlando Sentinel family for the partnership with the Financial Planning Association of Central Florida in our ongoing efforts to serve the community in this pro bono endeavor.
Colby Winslow, EA, CFP®