|
|
| |
 |
|
|
| |
|
|
|
|
| |
|
|
FPA is excited to again celebrate the 6th annual Financial Planning Week, October 1-7 this year. FPA’s goal for Financial Planning Week remains the same to help the public discover the value of financial planning through media events, legislative events and public events. In order for this event to be a success, we need your help.
FPA of Illinois, in conjunction with other FPA chapters, will sponsor a series of events aimed at helping individuals discover the value of financial planning and understand the financial planning process.
Financial Planning Week is an excellent way to become involved. Encourage your clients to participate in your our chapter’s local Financial Planning Week events and activities.
Our members have exciting plans underway for National Financial Planning Week. Mark your calendars now!
FPW table tents are a great way to build awareness within your community of Financial Planning Week. Consider placing table tents in the following locations:
Banks
Libraries
Schools/universities
Restaurants
Members Practices
Contact your local library, school or service organization and offer to speak about the benefits of financial planning, host a Q & A session, or to at least set up an informational display during National Financial Planning week. We have materials available to help you approach libraries, schools, etc., including:
Inform the public about the value of the financial planning process, the FPA and the merits of using a CFP professional. Become involved in Financial Planning Week. Help your Business…and increase your profile in the community
How can you become involved?
- Provide a discount or offer a free consultation to prospective clients.
- Send clients an appreciation card or gift.
- Share Financial Planning Week materials, including bookmarks, with clients.
- Conduct a client appreciation event.
- Highlight Financial Planning Week on your company's Web site or client newsletter.
- Participate in a community service activity, such as volunteering at a local shelter or manning the phones at a local nonprofit organization.
- Secure speaking opportunities at local schools, area businesses and libraries.
- Mentor a financial planning degree student or new CFP certificant.
- Answer your phones with a "Happy Financial Planning Week" greeting.
- Add "Happy Financial Planning Week" to your e-mail signature.
- Offer a free financial makeover through your local newspaper, TV station or radio station.
- Partner with an area business to host a Q&A session for employees.
- Balance your checkbook.
- Make a monetary contribution to your favorite charity.
- Start a savings account for a child, vacation or a gift for yourself.
- Help teach your children how to save and spend wisely.
- Get your estate in order: create or revise your will and other estate planning documents.
- Call your financial planner and share your appreciation for their services.
- Pay off a credit card.
- Get a head start on college. Investigate college planning options.
- Establish an emergency fund.
- Evaluate your employee benefits and begin planning for open enrollment.
- Develop your holiday spending budget.
- Plan for year-end tax strategies.
- Purchase a relative, friend or colleague a session with a financial planner.
- Give a relative, friend or colleague a subscription to a personal finance magazine.
- Invite a financial planner to speak at your workplace.
- Review your insurance coverage.
- Write down your short-term and long-term financial goals. Keep these in a special place and revisit them periodically.
- Start using personal finance software to help you see where your money goes and how it grows.
- Choose three financial terms that have always baffled you and resolve to look them up and understand them
- Talk to a relative about their plans for long-term care.
|
|
|
|
|
|