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Help Make a Big Difference While You Increase Your Bottom Line

from The Financial Awareness Foundation

As many of you are aware, National Estate Planning Awareness Week is coming up in October. Please join our strategic partners at The Financial Awareness Foundation; leading financial service and nonprofit associations and their members; financial service professionals and their companies; nonprofits; small and large employers; municipalities and government agencies; and news media in supporting and participating in the sixth anniversary of National Estate Planning Awareness Week Oct. 20-26.

Download the 2014 Improving Financial Awareness & Financial Literacy Campaign launch communication here.

To give you an idea of what our colleagues are doing in these campaigns, here's a link to the 2014 Spring Improving Financial Awareness & Financial Literacy Campaign Report & Scrapbook.

Here are some fun and easy ways for you to partake:
  • Place financial and estate planning editorial content within your websites, newsletters, social media groups, local newspapers and radio/television/Web-based shows in support of National Estate Planning Awareness Week and National Financial Literacy Month. If you need content, please see the sample articles, press and industry media kits and guides found under the Campaign tab at Be sure to email us your articles, checklists, advertisements and seminar/webinar activity notices so we can highlight them and you in the current Campaign Report and Scrapbook.
  • Encourage your organization and associates to host or take part in community-wide programs built around estate and financial planning during the months of October and April. If you need help or ideas for these programs, or scripted programs, please contact us. You can also see the Basic Building Blocks to Successful Estate Planning, a version of such a presentation we did as a national live-recorded webinar for The Stelter Company's nonprofit community during the last National Estate Planning Awareness Week. A version of this presentation, slides and attendee gifts can be seen and downloaded at
  • Circulate financial awareness, campaign materials and the press and industry media kit and guides to your members, colleagues, associates and other parties as you see appropriate. Encourage them to support and participate in these important events. These can be found under the Campaign tab on
This is a real winning approach to solving a major social challenge.
  • Families benefit by learning the essential principles of smart financial management so they can make informed financial decisions to reach and maintain their financial freedom and security.
  • Employers benefit from having less stressed and happier, more productive employees.
  • Financial professionals and their companies benefit by acquiring new business from more informed and motivated clients.
  • The news media wins by delivering valuable content to its readers.
  • Nonprofits win with increased donations, planned gifts, alternate beneficiary selections and bequests from donors estate plans.
  • The overall community wins with a much stronger and financially sound economy.
Let's help make the sixth anniversary of National Estate Planning Awareness Week the best ever! more

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