Help make a BIG difference while you increase your business.

Please join PPI as we partner with The Financial Awareness Foundation and other leading financial service and nonprofit associations, their professionals and companies, nonprofits, educational institutions, larger employers, membership-based organizations, technology companies, government agencies, and the news media in celebrating, supporting and participating the Improving Financial Awareness & Financial Literacy Movement with its concentrated personal finance content media blitz built around the strategic venues of:

  • 8th anniversary of National Estate Planning Awareness Month / Week (NEPAW-3rd week in October)
  • 13th anniversary of National Financial Literacy Month (NFLM-April) next April

The goals are to encourage you to actively support and join in the movement to alert, educate, motivate, and assist the general public to cost effectively establish and keep their estate and financial plans and gifting plans current. This is such a great opportunity to “do good” for the general public, generate new revenue opportunities for you, and help produce needed gifts and bequests for nonprofits.

You can see what our colleagues and associates did during the spring campaign by viewing the Improving Financial Awareness & Financial Literacy Report & Magazine. This provides a broad picture of the lack of financial awareness and financial illiteracy epidemic, an overview of the strategy behind the movement, strategic venues, campaigns, programs, and a sampling of the community participation. This includes a supporting Presidential and 23 Governor’s Proclamations (starting on page 36), Industry Reports (page 20), How financially literate is your state (page 25), Trusts & Estates (Page 126 & 128), Association of Fund Raisers said to its 35,000 members (page 131), American Academy of Attorney-CPA’s Newsletter (page 133-134) International Initiatives (Page 291) and even what Costco had to say to its 8 million Costco Connection subscribers (page 108), and much more.

The Distinguished 2016 Improving Financial Awareness & Financial Literacy Movement Honorary Co-Chairs are

  • Representing Academia, Patricia D. White, JD, Dean of the University of Miami School of Law. Her legal career spans four decades as an attorney and an educator. Dean White is transformative and a visionary; and the National Jurist Magazine named her as one of the most influential people in legal education in 2015, 2014, and in 2013.
  • Representing Nonprofits, Andrew Watt, FlnstF, Past President & CEO, of the Association of Fundraising Professionals (AFP), representing individuals and organizations that raise more than $100 billion in charitable contributions every year around the world for countless causes. He has been invited to speak in many countries about fundraising and philanthropy, working to bring charities and governments together to maximize the impact of philanthropy and help engage citizens with their communities and their world.
  • Representing News Media, Susan R. Lipp, Editor in Chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals, and a member of the Penton Wealth Management team. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.

They are strong supporters and advocates for improving financial awareness and financial literacy and provide leadership and support for bringing the essential principles of smart personal financial management to the public and in attracting others to join in and participate in this very important strategic financial awareness movement.

Here are some fun and easy ways to participate:

  • Placing financial and estate planning editorial content in your website, newsletters, social media groups, local newspapers, and radio/television/web-based shows, in support of National Estate Planning Awareness Month / Week (October 17-23) six months later during April for National Financial Literacy Month
  • For your convenience ‘free’ sample editable and downloadable articles can be found at http://home.thefinancialawarenessfoundation.org/campaigns.html
  • Encouraging your company and associates to host or take part in a ‘general public’ or a ‘professional’ webinar or community-wide workshop built around estate and financial planning during the months of April and October, in support of improving financial awareness and financial literacy movement.
  • Circulating this communication and the following financial awareness campaign materials to your colleagues and associates and encourage them to support and participate in these important events.
  • The Improving Financial Awareness & Financial Literacy Movement Program Planner / OverviewThis is an excellent overview and planning tool.
  • For the financial service and nonprofit professionals – How Improving Financial Awareness & Financial Literacy Can Increase Your Bottom Line

Please join us and the leading financial and nonprofit associations, companies, and their professionals; nonprofits, educational institutions, larger employers, membership-based organizations, technology companies, government agencies, and the news media on this important initiative. Together we have the potential to help solve a major social challenge by advancing and contributing to one of the most amazing, broad-based, multifaceted movement for improving financial awareness and financial literacy.

On behalf of PPI, The Financial Awareness Foundation and the various participating organizations and professionals THANK YOU for your efforts and for assisting us in having a positive ongoing impact on improving financial awareness and financial literacy.