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1. Advancing our infrastructure to serve and touch more of the general public, financial service and nonprofit professionals and their organizations.
2. Expand active participation & support for The Improving Financial Awareness and Financial Literacy Movement & Campaigns built around the strategic venues of:
 
  • National Financial Literacy Month
  • National Estate Planning Awareness Week
  • to touch everyone at least twice a year with the essential principles of smart personal financial management.
  • 3. Launch The Financial Knowledge Community’s Public, Professional, and Nonprofit portals to:
     
  • Inform and educate the general public, in an entertaining format, to the essential principles of smart financial management.
  • Motivate the public to take action to get and keep their financial house in order.
  • Guide the public to find the right professionals to cost effectively implement and update their financial, estate, and their charitable giving plans.
  • Help bring together and educate financial service and nonprofit professionals to better serve their clients, general public and potential donors.
  • 4. Advance our personal and professional publishing activities
     
  • Publications
  •    
    1. Books & eBooks – we have completed our first 3 publications
    2. Feature Articles – we have completed a collection of over 125 feature articles
    3. Research Reports and White Papers
    4. Specialty materials - Smart Phone Apps, Financial Games & Calendars, Financial Tips"
     
  • Educational Programs & Content
  •    
    1. The Financially Green Organization Certification Program™
    2. The Your financial PARTNER University Program™
    3. Seminars / Live & On-Demand Webinars – we have two scripted presentations
    4. Work with K-12 through college and graduate school education providers to imbed the essential principles of smart personal financial management into their curriculums.
    5. Work with financial service and nonprofit organizations, employer, Membership organizations, and municipalities to provide their employees, members, and residents with the essential principles of smart personal financial management.
      Continuing Education (CE) for professionals
     
  • Speakers Bureau
  • 5. Open The International Improving Financial Awareness & Financial Literacy Center to:
     
    • Advance research projects
    • Serve as a Think Tank
    • Provide classes, workshops, and conferences
    • Advance our personal and professional publishing activities
    • House The Financial Awareness Foundation

    6. Launch a major scholarship challenge to provide the next generation of financial service and nonprofit professionals with the best tools to service the next generation of clients.

    7. Current and ongoing fundraising to expand and accelerate our efforts.
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