Thursday, March 29, 2012

National Financial Awareness Campaigns | Estate Planning Answers

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National Financial Literacy Month???????????? (April 2012)? &

National Estate Planning Awareness Week? (3rd Week in October 2012)

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Join the leading financial service associations and organizations on a concentrated media campaign by promoting financial awareness during April, National Financial Literacy Month and the third week in October, National Estate Planning

This can be a accomplished by:?

  1. Encourage participating groups to host community-wide programs built around financial and estate planning during the months of April and October.
  2. Placing financial and estate planning editorial content within your website, newsletters, social media groups, local newspapers, and radio/television/web based shows. During the months of April and October you are welcome to use, at no cost, any of the financial and estate planning feature articles from www.EstatePlanningAnswers.org as content or research for your content to be placed within your website, newsletters, and magazines.

As leaders in the financial and estate planning community, we have first-hand experience with the challenges Americans face with regard to saving, investing, and planning for their financial futures.?

  • The majority of Americans over 65 are totally dependent on their Social Security checks. With proper knowledge and planning, future generations can have a more secure retirement.
  • It is estimated that over 120,000,000 Americans do not have an up-to-date estate plan to protect themselves, and their families, making estate planning one of the most overlooked areas of personal financial management. Estate planning is not just for the wealthy and is important for everyone. With advance planning, issues such as guardianship of children, managing bill paying and assets in the event of sickness or disability, care of a special needs child, long-term care needs, and distribution of retirement assets can all be handled with sensitivity, care, and at a reasonable cost.
  • The majority of Americans lack the ability to adequately plan for their retirement. This can be changed immediately with knowledge and the right planning tools.
  • Many people mistakenly believe that since they aren?t ?rich? they do not need to do any financial and estate planning. This attitude can be financially harmful in the long-run and can be avoided with proactive action.

The NAEPC Education Foundation and the National Association of Estate Planners & Councils have teamed up with the American Institute of Certified Public Accountants, the American Association of Attorney-Certified Public Accountants, the American Bar Association Section of Real Property, Trust and Estate Law, the Society of Financial Service Professionals, the National Academy of Elder Law Attorneys, the Partnership for Philanthropic Planning (all members of the Synergy Summit, a unified think tank and voice of leadership for leading financial service organizations), and the Financial Planning Association?. Together these organizations represent over 800,000 professionals and the accountants, attorneys, financial planners and advisors, insurance agents and brokers, and trust officers that are members of these professional associations will mobilize the entire financial and estate planning community by providing support, tools, and education for professionals and the public they serve.

Help us by being part of the solution in getting the word out about National Financial Literacy Month to your network of financial service companies, clients, service clubs, nonprofits, and others that you think would find this information useful.

You can click and download the following Media Kit for Nation Financial Literacy Month ? National Estate Planning Awareness Week (NFLM-NEPAW).

  1. 2012 NFLM-NEPAW Short Intro-031012-vews
  2. 2012 NFLM-NEPAW Media Memo-031012vews
  3. 2012 NFLM-NEPAW Press Release-031012vews
  4. 2012 NFLM-NEPAW Media Flyer-031212vews

If you would like additional information about National Financial Literacy Month or National Estate Planning Awareness Week and to receive complimentary estate and financial planning content or a link for your website, contact

The NAEPC Education Foundation?s Executive Director/Publisher Valentino Sabuco, CFP?, AEP? 707.322.1507 v.sabuco@TheNAEPCEF.org

?You may also visit us at http://www.naepc.org/foundation.web and www.EstatePlanningAnswers.org

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About NAEPC & The NAEPC Education Foundation

During the past 49 years the, National Association of Estate Planning Planners & Councils (?NAEPC?) has grown into the leading multi-disciplinary professional organization for estate planners, serving over 230 affiliated local councils and their 27,000 credentialed professional members.

NAEPC membership represents professionals in the areas of accounting, law, life insurance, trust services and financial planning. The association provides its members with ongoing education and a forum for professional networking within the estate and financial services communities and the broad nonprofit, charitable, and long-term care communities.

The NAEPC Education Foundation, Inc. was formed in 2005 as a 501(c)(3) nonprofit organization with its mission to:

  • Provide the public with financial awareness programs and improve financial literacy
  • Educate the public regarding the benefits of the multi-disciplinary team concept of estate and financial planning as espoused by NAEPC
  • Develop educational programs for estate and financial planning professionals
  • Develop and promote a community outreach program for the general public
  • Hold educational conferences, seminars, forums, and meetings regarding estate and financial planning

The NAEPC Education Foundation?s underlying vision is to significantly improve both the public?s financial awareness and financial literacy, while developing educational content to assist professionals in providing high-quality, cost-effective services to the public.

As a 501(c)(3) nonprofit organization The NAEPC Education Foundation generates operating capital to implement its programs through modest fees from its educational conferences, continuing education programs and publications, grants, donations and contributions of time and money from dedicated members, supporting financial service organizations, and the public.

To help us improve financial awareness & financial literacy please click here to?

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Source: http://www.estateplanninganswers.org/national-financial-awareness-campaigns/

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