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In accordance with our purpose, vision, mission, values of public service The Foundation is taking an active leadership role to recognize the lead financial service, nonprofit, education based associations/organizations that are championing improving financial awareness and financial literacy and uniting them with other associations, organizations, nonprofits, educational institutions, companies, firms, members, associates and employees to actively focus their vast community resources into a concentrated media campaign twice a year during

1. National Financial Literacy Month (April)
2. National Estate Planning Awareness Week (3rd week in October). 

We are working to:
  1. Deliver a friendly biannual reminder and polite nudge to the public to get and keep their finances in order
  2. Provide the public with the core essentials of smart money management
  3. Educate the public on using these essentials to better address personal challenges
  4. Educate the public regarding the benefits of the multi-disciplinary team approach for financial and estate planning
  5. Assist the public in locating appropriate professionals for their unique situation
  6. Motivate the public to take proper action by visiting their financial professionals to improve their and their families financial and estate planning situations
  7. Benefit nonprofits through new potential planned giving opportunities from a better informed public and financial advisors
  8. Deliver and develop exceptional educational content to the public and to the professionals, nonprofits, and educational institutions that support the public’s estate and financial planning and charitable planning needs
  9. Participate in educational conferences, seminars, forums, and meetings regarding improving financial awareness and financial literacy
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