Includes communications templates designed to help you promote your program during Financial Literacy Month to your employees, consumers, and the broader communities you serve.
Advertising Resources
Email templates
Subject line options:
New Financial Education Resource for [Employees and/or Members/Customers]
Announcing [Program Name]
New Employee Benefit: [Program Name]
[FIRSTNAME],
Today we are thrilled to introduce a new financial education offering now available through our partnership with leading education technology innovator, EVERFI. The program allows [Institution Name] [Employees and/or Members/Customers] to learn more about important personal finance topics such as budgeting, investing, homeownership, retirement planning and more through in-depth financial education workshops on a variety of topics like home buying, identity protection, credit scores, and more.
Second Paragraph:
- Option 1: For an employee-only program: The financial well-being of our employees is important to us and we are committed to providing you with the tools and resources you need to be successful. We know that you and your family deal with important financial challenges, decisions and milestones every day, and [Program Name] is designed to help you learn how to navigate them with confidence by diving deep on important topics in personal finance through an engaging workshop format.
- Option 2: For a joint employee/consumer program: The financial well-being of our employees is important to us and we are committed to providing you with the tools and resources you need to be successful. We know that you and your family deal with important financial challenges, decisions and milestones every day, and [Program Name] is designed to help you learn how to navigate them with confidence by diving deep on important topics in personal finance through an engaging workshop format. To ensure a successful launch, [Institution Name] employees will be the first to experience the program so that we can serve as knowledgeable ambassadors for this new financial education resource when we deliver them to our [members/customers] and community.
Highlights of the program include:
- Timely Content:
- Engaging workshop presentation materials on timely topics to resonate with your audience.
- Engaging Experiences
- Approachable questions built into scripts to encourage participant discussion & self-reflection.
- Depth and Breadth of Financial Education
- Workshops can focus on small business knowledge, financial foundations and credit scores, homeownership, investing, and personal budgeting
We hope you will sign up for our first workshop being offered on [Workshop Topic] and attend future workshops. To register for the workshop visit [Program URL] today!
| Register Today! [Registration Link] |
Thank you,
[Institution Name]
Subject line options:
Join us for a workshop on [Workshop Topic]
Free Financial Education Workshop: [Workshop Title]
Ever wanted to learn more about [Workshop Topic]? Register today!
Body
[EMPLOYEE.FIRSTNAME],
As a part of our employee benefits program we wanted to invite you to attend our upcoming workshop entitled [Workshop Title].
The financial well-being of our employees is important to us and we are committed to providing you with the tools and resources you need to be successful.
Join us on [Date] to learn more about how you can successfully navigate [Workshop Title]
| Register Today! [Registration Link] |
Feel free to reach out to [Program Manager] if you have any questions or difficulties registering for the workshop.
Best,
[Institution Signature]
Subject line options:
Join us for a workshop on [Workshop Topic]
Free Financial Education Workshop: [Workshop Title]
Ever wanted to learn more about [Workshop Topic]? Register today!
Body
[CUSTOMER.FIRSTNAME],
As a part of our community outreach efforts we are hosting a series of financial education workshops available for [Institution Name] [Customers/Members].
We would like to invite you to attend our upcoming workshop entitled [Workshop Title].
The financial well-being of our community is important to us, and we are committed to providing our [Customers/Members] with the tools and resources you need to be successful.
Join us on [Date] to learn more about how you can successfully navigate [Workshop Title]
| Register Today! [Registration Link] |
Feel free to reach out to [Program Manager] if you have any questions or difficulties registering for the workshop.
Best,
[Institution Signature]