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The Partnership for Retirement Education and Planning (PREP) is an unprecedented collaboration of more than 200,000 financial service professionals. It focuses its partners on helping Baby Boomers better understand and overcome their financial challenges by improving their financial literacy.
The following communication materials have been developed with the launch of PREP to provide tools you can use to continue your efforts to communicate with Baby Boomers. Right-click and select "Save Target As" to download the documents.
PREP Outreach Plan
This planning guide will help you promote the PREP initiative in your community. The plan enables you to customize your efforts and offers tips for using a variety of free communication tools.
Financial Dignity Bill of Rights Document
Financial Dignity Bill of Rights Color Logo
Financial Dignity Bill of Rights Black and White Logo
Financial Dignity Bill of Rights Style Guide
Media Resources
Local News Release (Word)
Announce your educational outreach activities by distributing this release to the media. Customizable with your event information, company logo and contact information.
Feature Article (Word)
Pre-written article you can send to your local media. Can be updated with your contact information, as well as your own personal thoughts and Baby Boomer retirement tips.
Consumer Resources
General Ad (PDF)
A 5.75"x7" black and white ad for use in newspapers and other print publications.
Seminar Resources
Seminar Ad (PDF)
A 5.75"x7" black and white ad for use in newspapers and other print publications.
Seminar Flyer – Self Print Version (PDF) | Professional Print Version (PDF)
Colorful flyer you can post in your community or send directly to potential attendees. Please read the Printing Instructions for information on how to customize and print.
Seminar Invitation (PDF)
Four-page invitation promoting your Baby Boomer seminar. Please read the Printing Instructions for information on how to customize and print.
Invitation Letter (Word)
An alternative to a designed invitation, this customizable letter can be distributed to prospective seminar attendees.
PREP Presentation (PowerPoint)
PowerPoint slides that you can easily personalize and incorporate with existing presentation materials. Suggested talking points are included within the "Notes" view of the presentation. In order to view the talking points, save the presentation to your computer, open the document, and select "Notes Page" under the "View" menu.
Additional Advice
Tell us about your community outreach efforts by clicking here.
If you have specific questions, please contact
your PREP association communications manager.
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