National Association of Estate Planners and Councils

Awareness Campaigns

National Financial Literacy Month (April 2013) & National Estate Planning Awareness Week (October 21-27, 2013)

DOWNLOAD A COPY OF THE 2012 NATIONAL FINANCIAL LITERACY MONTH CAMPAIGN REPORT & SCRAPBOOK HERE

DOWNLOAD A COPY OF THE 2012 NATIONAL ESTATE PLANNING AWARENESS WEEK CAMPAIGN REPORT& SCRAPBOOK HERE

Please join our distinguished 2013 honorary co-chairpersons Jonathan Blattmachr, Esq., AEP® (Distinguished), recognized as one of the country’s most creative trusts and estates lawyers, author and speaker; and Janet Novack, leading financial journalist, exceptional communicator, and the Washington D.C. Bureau Chief & Executive Editor for Forbes, leading financial service associations and organizations, and the press in supporting and participating in April as National Financial Literacy Month and six months later during October, National Estate Planning Awareness Week.

Our goal is to alert, educate, motivate, and assist the American public to cost effectively establish and keep their estate and financial plans up to date. Through media, nonprofits, financial service organizations, and financial professionals, we plan to touch every American at least twice each year.

We 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), the Financial Planning Association®, and the Association of Fundraising Professionals. Together, these organizations represent nearly 1,000,000 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 estate and financial planning community by providing support, tools, and education for professionals and the public they serve.

National Financial Literacy Month was created by Congress and supported by President Barack Obama. A full version of the proclamation along with additional background materials can be found at www.EstatePlanningAnswers.org/2011-presidential-proclamation-national-financial-literacy-month/.

National Estate Planning Awareness Week, H. Res 1499, was initiated by NAEPC members and Congressman Mike Thompson and co-sponsored by 49 of his colleagues. A full version, along with the names of the co-sponsors, can be found at http://www.EstatePlanningAnswers.org/alert-third-week-in-october-october-18-%E2%80%93-24-2010-is-national-estate-planning-awareness-week/

Additional information about The NAEPC Education Foundation estate and financial awareness campaigns, National Financial Literacy Month and National Estate Planning Awareness Week, and to download our media kits please visit http://www.EstatePlanningAnswers.org/national-financial-awareness-campaigns/.

Here are some ways to participate

  1. Encouraging your council and other appropriate groups to host community-wide programs built around estate and financial planning during the months of April and October.
  2. Placing estate and financial planning editorial content and checklists onto your website, and within newsletters, social media groups, local newspapers, and radio/television/web-based shows to support National Financial Literacy Month and National Estate Planning Awareness Week. Please note, during the months of April and October you are welcome to use, at no cost, any of the estate and financial planning feature articles from www.EstatePlanningAnswers.org as content or research for your content for your website, newsletters, and magazines.
  3. Circulating the following link to 2013 NFLM & NEPAW Media Kit to your members, colleagues, associates, and other parties as you see appropriate.

http://www.EstatePlanningAnswers.org/national-financial-awareness-campaigns/?b1=&b2

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

  • The majority of Americans over 65 are totally dependent on Social Security. With proper knowledge and planning, future generations will certainly have a more secure future.
  • 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. With proper knowledge and planning, future generations can have a more secure future.
  • Many people mistakenly believe that since they are not “rich” they do not need to do any estate and financial planning. This attitude can be financially harmful and can be avoided with proactive action.

Help us by being part of the solution

Please help is get the word out about National Financial Literacy Month and National Estate Planning Awareness Week to your council members and your network of financial service companies, clients, donors, service clubs, nonprofits, and others that you think would find the information to be beneficial.

If you would like additional information, or to  receive complimentary estate and financial planning content, a link for your website, or to serve as a volunteer on The NAEPC Education Foundation National Estate and Financial Awareness Committee, please contact The NAEPC Education Foundation’s Executive Director & Publisher Valentino Sabuco, CFP®, AEP® at 707.322.1507 or v.sabuco@TheNAEPCEF.org.

Thank you for your efforts, support, and participation.

Downloadable Affiliated Local Estate Planning Council Guide and Information Kit

  1. 2013 Guide for Affiliated Local Councils (Filename: 2013 NFLM-NEPAW Affiliated Local EPC Info Kit.doc)
  2. 2013 Guide for Affiliated Local Councils (PDF Format)

 

Downloadable Media Kit for National Financial Literacy Month & National Estate Planning Awareness Week

  1. Short Introduction (Filename: 1. 2013- NFLM-NEPAW-Short Intro.doc)
  2. Short Introduction (PDF Format)
  3. Media Memo (Filename: 2. 2013 NFLM-NEPAW Media Memo.pdf)
  4. Press Release (Filename: 3. 2013-NFLM-NEPAW PRESS RELEASE.pdf)
  5. Media Flyer (Filename: 4. 2013- NFLM-NEPAW Flyer.pdf)
  6. Sample Estate Planning Article (Filename: 5.1 2013 Sample EP Article.docx) Graphic in JPG, and in PDF
  7. Sample Estate Planning Article (PDF Format)
  8. Sample Financial Planning Article (Filename: 6.1 2013 Sample FP Article.docx) Graphic in JPG, and in PDF
  9. Sample Financial Planning Article (PDF Format)
  10. Honorary Co-Chair Backgrounder, Jonathan Blattmachr (Filename: 7. 2013 NFLM Hon Co Chair Blattmachr Bk.PDF)
  11. Honorary Co-Chair Backgrounder, Janet Novack (Filename: 8. 2013 NFLM Hon Co Chair Novack Bk.PDF)
  12. Sample Placement Ad (Filename: 9. 2013 Ad Common EP Mistakes to Avoid.pdf)
  13. Sample Client Checklist (Filename: 10. 2013 Sample Client Checklist.pdf)

National Financial Literacy Month (April 2013)

To learn more about National Financial Literacy Month, please follow this URL:
http://www.estateplanninganswers.org/2011-presidential-proclamation-national-financial-literacy-month/

 

 

Public Estate Planning Day Programs, Information for Councils

Every affiliated local council is encouraged to host a publicly-based Estate Planning Day in their community during National Estate Planning Awareness Week. In an effort to assist with this process, NAEPC and The NAEPC Foundation developed materials to help you get started.

Phase 1 - The Organizational Phase
The NAEPC Foundation Committee has developed an organizational guide for hosting a public seminar. The packet of information contains the materials you'll need to get started with board approval, forming committees, creating a program and actually hosting the event. See the complete packet of Phase 1 information.

Phase 2 - The Technical Information
The committee is working to develop a PowerPoint presentation of technical material that is appropriate for a program one - eight hours in length. Request Phase 2 Technical Presentation Materials.

Phase 3 - The Promotional Period
NAEPC regularly launches promotional materials to publications across the country. The materials will help the media understand the importance of appropriate estate planning and alert them to estate planning day activities that may happen in their area.

We want to hear from the councils that have hosted an event! Please call the national office to offer a report of your success!

Many councils have hosted successful estate planning day events in their home communities with varying schedules.  As an added resource, several councils have submitted information about their process, format, etc.  Those reports can be found below. 

Best wishes planning your program!