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The NAEPC Education Foundation
August 5, 2011
Page 2 of 1
To: Interested Parties
From: Valentino Sabuco, CFP®, AEP®, Executive Director/Publisher
Date: 3/10/12
Re: Short Introduction to National Financial Literacy Month
The following is a short introduction and call to action for National Financial Literacy Month - NFLM (April), which will serve as a complement to our national media campaign to promote financial awareness and financial literacy during National Estate Planning Awareness Week - NEPAW (3rd week in October). The following introduction can be edited as appropriate and posted on your organizational website, social media groups, etc., and as a quick outline for discussing NFLM and NEPAW.
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Please join us in promoting April as National Financial Literacy Month as you did last October for National Estate Planning Awareness Week. This significant public service initiative was announced by the Presidential Proclamation signed by President Barack Obama. A full version of the proclamation can be found at www.estateplanninganswers.org/2011-presidential-proclamation-national-financial-literacy-month/.
In response to this historic declaration, the National Association of Estate Planners & Councils and The NAEPC Education Foundation 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.
You can help promote public and professional awareness of National Financial Literacy Month by placing financial and estate planning editorial content within your website, newsletters, social media groups, local newspapers, and radio/television/web based shows. We also encourage participating groups to host community-wide public and professional programs built around financial and estate planning during the months of April and October.
Optional
For additional information please see the following attachments
1. 2012 National Financial Literacy Month (NFLM)-National Estate Planning Awareness Week (NEPAW) Media Cover Memo
2. 2012 NFLM-NEPAW Media Press Release
3. 2012 NFLM-NEPAW Media Flyer
The NAEPC Education Foundation
A 501(c)(3) Nonprofit Organization dedicated to
“Improving financial awareness & financial literacy” ™
Headquarters: 1120 Chester Avenue, Suite 470 ♦ Cleveland, OH 44114 ♦ 866.226.2224
West Coast Mailing Address: 979 Golf Course Drive #273 ♦ Rohnert Park CA 94928
www.naepc.org/foundation.web ♦ www.EstatePlanningAnswers.org
Valentino Sabuco ♦ 707.322.1597 ♦