Retirement Locator Volunteer | Common Wealth Charlotte | SHARE Charlotte

Common Wealth Charlotte

« Back to Nonprofit

Year Founded:
2015
Local Leader / Exec. Director:
Chuck Jones/Executive Director
Main Address:
5301 Wilkinson Blvd.
Charlotte, NC 28208
Volunteer Opportunity:

Retirement Locator Volunteer

Did you know there were $1.45 Trillion in unclaimed retirement assets in 2021 in the U.S.? CWC's Retirement Locator program, led by our dedicated team of financial services volunteers, assists our clients with finding their "lost" retirement accounts so they can reclaim their financial benefits. Interested in helping out? This opportunity is perfect for CPAs or legal professionals who can help our clients navigate complicated systems to relocate their retirement savings.

General

Open to
Individual

Skills Needed

Finance & Accounting
Legal

When

Next occurrence is
Wed, 05/18/2022  
Repeats every day from Apr 5th, 2022 to Dec 30th, 2022.
Anytime
Opportunity can occur at any time, day or night, within a selected date range.

Location Details

Work from Anywhere