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Page 1: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired
Page 2: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

Who We Are

What We Do

What We’ve Done

What you Need to Know

2013 Military Saves Week Theme

How to Make the Campaign Successful and

Desired Outcomes

Page 3: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

A national social marketing campaign Promoting change in personal financial behavior Developing institutional partnerships to encourage savings

Military Saves is a part of the nonprofit Consumer Federation of America (CFA) CFA is a National Partner with the DoD Financial Readiness

Campaign Each year a Memo from the Office of the Secretary of Defense

is issued supporting Military Saves Week Funded largely by FINRA Investor Education

Foundation Focus on goals for service members and families

Adequate personal savings Manageable or no consumer debts Financial action plan

Page 4: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

Create an information environment promoting a clear direction of call to action

Provide the opportunity for a personal commitment to action

Foster the availability of tools to translate commitment into action

Observe evidence of action

Page 5: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired
Page 6: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

*Full report available online www.militarysaves.org/images/stories/pdf/militarysavesweek_2012report_web.pdf

Page 7: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

Participation by all Services Over 130,000 have taken the “Military Savers

Pledge” Annual Military Saves Week (coordinated

events at installations worldwide) Partnerships with military banks, community

banks & credit unions Monitoring growth in TSP participation

around Military Saves Week

Page 8: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

Military Saves Week 2013 is 25 Feb – 2 Mar

Our web site is www.militarysaves.org Provides resource kits for organizations

participating in Military Saves Week

Year-long campaign effort supported by themed packets of information to

sustain saving message

Page 9: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

The campaign theme is Start Small, Think Big.

The Military Saves Week theme isSet a Goal. Make a Plan. Save Automatically.

Research has shown that individuals with a savings plan are far more likely to save successfully

Page 10: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

Behavior Change and Action Set a Goal. Make a Plan. Save Automatically. Access- On-Base Banks and Credit Unions Work with Banking/Credit Union Liaison

Officers Different types of Savings

Emergency (rainy day/unexpected expenses) 3-6 months living expenses (transition

resilience) Medium-Long Term (the wants of life) Thrift Savings Plan (TSP) - Retirement

Page 11: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

Why Take the Pledge An organized effort to enroll as many people as

possible in Military Saves A commitment to exercise good financial habits

and encourage other Americans to do the same Savers who enroll online receive E-Newsletters

with military-specific informationHow to Take the Pledge QR Codes Online/Computer Stations Pledge Cards

Page 12: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

10% or more of military personnel, family members, DoD civilians, and defense contractor employees worldwide enrolled as Military Savers Receive electronic newsletters for financial

readiness and savings tips Encourage them to get involved in

encouraging others to: Start Small. Think Big.

Campaign Coordinators at every U.S. military installation CONUS and OCONUS

Unit representatives; CFC Model Suggested ratio for unit reps to personnel is

1: 50 to facilitate one–on-one contact

Page 13: Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired

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