AVAILABLE PRESENTATION KITS

A 5-Part Financial Fitness Series

 

As ironic as it is, the one sector who values education and life-long learning the most is often undereducated when it comes to understanding the basics of finances. But why? We can tell you it’s not for lack of interest. Too often, school employees are not offered the financial education they need to make informed decisions about their spending habits, debt management, school loans and retirement savings. Without the proper knowledge of how finances work, educators lack the confidence and initiative to take control. 

Let's Change That

With our ABCs of Financial Fitness series, school employees can access pertinent financial education designed to cover the basics, giving them the confidence to feel empowered to advocate for their best futures. 

DID YOU KNOW?
Workers report higher satisfaction (72% vs. 54%) with their 403(b) plan overall and higher confidence (64% vs 56%) in meeting their retirement goals when working with a financial professional than those who do not.

Source: Improving Retirement Savings for America’s Public Educators, NTSA, 2018


Ready, Set, ENGAGE!

By taking the time to engage and educate this audience with our turn-key financial fitness program, you’re helping prospects learn the value of financial preparedness, appreciate the services you provide and become more proactive in saving for retirement. And by offering your existing clients this program, you are increasing their satisfaction and confidence with their current planning.

Get Started With Our 5-Part Series

ABCs of Financial Fitness for Educators is a flexible series that you can easily tailor to meet your needs and approach. Use all five presentations by accessing our complete 5-part series or choose the specific presentations you want to offer in a la carte style.

You’ll also need to determine who your audience is when offering this series. You can approach plan sponsors and offer this valuable series to their employees or offer the invitation at the school and employee level. Remember when marketing to schools or employees that you must verify with Retirement Services that you are allowed to market within a specific school slot, and you must have prior permission from the school or district to email marketing to any school address.

Below you will find everything you need to build your audience, invite attendees, make your presentation(s) and follow-up after the presentation(s) has been made.

Simply click on the complete 5-part series if you are planning on delivering each of the five presentations in a series or choose the individual presentations you want to make. This presentation kit allows you to deliver as little as one of the presentations or as many as all five. No specific order is required when delivering a presentation.



Let’s Get Started

Step 1: Get Your Workshops on The Calendar

The first thing you will need to do is schedule these webinars. Set up a meeting appointment via your preferred video conferencing platform (Zoom, Skype, Ring, etc.) – doublecheck that the time, date, and length of meeting all match what you’re looking to offer your clients.

PRO TIP
We’re learning that most educators prefer Zoom because that is often the video conferencing platform they use for school.

ESI representatives, be aware of your restrictions for conducting webinars and setting appointments. See ESI Field Notice 2020-06 regarding video seminars, and ESI Supervisory Procedures regarding electronic communications such as appointment setting applications.

Once webinars are set up you can get started with building your audience and sending out the invites.


Step 2: Build Your Audience 

Did you know that many school employees are looking for more support and education opportunities from their district when it comes to learning about basic finances and the ins and outs of retirement planning and fund distribution? Furthermore, districts often lack the resources to provide this comprehensive type of education for their employees. You can add that value with this series.

Two levels of ENGAGEment!
Level 1: Plan Sponsor

Acquire access to groups of new prospects by winning over their employer. When you’ve gained employer support, and they’ve granted you access, take it to Level 2! Remember when marketing to schools that you must verify with Retirement Services that you are allowed to market within a specific school slot.

Share the Help Educators Educate Themselves flyer with plan sponsors.

Level 2: Group or 1x1

Offer these workshops during faculty meetings or separately scheduled meetings within a school.

This program is not just for prospects, further engage your existing book of business by inviting them today to your next ABCs of Financial Fitness workshop. Remember how this type of education and contact will only increase your client’s satisfaction and confidence with their current planning – and with you!


The Right Tools to Help You Reach Out

Step 3: Get Presentation Ready

Now that you’ve scheduled your presentations, sent out your invites, posted to social media, you’re ready to get presentation ready. Each of the five presentations you will be giving are below.

PRO TIP
These types of presentations work very well when you co-present. Think about who your co-presenter will be if you choose to take this approach. Will it be an agent you often work with in that district or school or do you want to invite someone from the district to tag-team with you. A district co-presenter might be the head of finance, benefits, payroll, HR or even public relations.


Step 4: Follow Up

It’s important to take the time to express your gratitude to those who attend your workshops. Use this email template as a thank you following the event. Make sure to send within two days of the event.

Follow-Up Email
Cat# 105789