Strategic PlanningStrategic Planning
PUBLIC AWARENESS COMMITTEE - Year 2006

Chair:
Jason Kirke, CFP®, jasonkirke@financialpartnersgroup.net


Committee Members:


Foster Trust:
The Public Awareness chair and committee members inspiring trust in each other and then in turn inspiring trust from Chapter members – allowing everyone to come together and promote their shared vision.

Creating the Shared Vision:
To assist the public in recognizing the value of financial planning and financial education to achieve their goals and dreams. Working with local community groups and our chapter membership to effectively help with the public’s financial planning needs.

Developing Strategies:
  • Getting started and promoting the FPA of Iowa’s program to offer pro-bono financial planning assistance for people in the Central Iowa community
  • Starting a Speakers Bureau made up of FPA of Iowa members for the purpose of sharing with local groups the message of financial planning and the work that the FPA of Iowa is doing
  • Becoming an active participant in the National Financial Planning support Center – to respond in time of crisis and providing assistance to families, individual and businesses.
  • Promote the “Planners Search” service available on the FPA’s web site
  • Exhibiting at public events to promote our FPA chapter and the benefits of working with FPA members
  • Working with the Jump Start Coalition and the National Endowment for Financial Education (NEFE) to increase financial education in out K-12 schools
  • Increasing communications with allied professional organizations and inviting them to participate in the FPA of Iowa as members and to share information in each others newsletters

Energize Alliances

  • Work with local non-profit service organizations
  • Partnering with local allied professional organizations
  • Working with FPA National and the National Financial Planning Support Center
  • Helping Local area elementary and secondary schools and teachers
  • Promoting the Speakers Bureau with companies, civic groups, and organizations interested in hosting a financial planning speaker
  • Working with the FPA of Iowa’s Public Relations committee for help in communicating to the media the service work the FPA of Iowa is doing in the community

Activating Transformations

  • Encourage more FPA members to become committee members
  • Get committee members to buy into the process and to take responsibility for individual projects
  • Enforce the need that the general public needs to better undestand what financial planning is and what it is for


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