14 January 2015 Military Saves Quarterly Meeting James Lander

Military Saves Overview Military Saves Update #MSW2015 Planning Goals Audience Key Messages How to Participate Contacts

Military Saves Military Saves Week 2015 is 23 February – 28 February Military installations worldwide are planning events to encourage Service members and their families to take the Military Saves pledge at www.militarysaves.org Commitment to exercise good financial habits and encourage other Americans to do the same. Provides support and information within a saving community to help servicemembers and their families build their personal savings and provide for their immediate and long-term financial needs Campaign Coordinators at every Military Installation and/or Unit Military members, Spouses, Youth, Uniformed Leaders, DoD Civilians & Families Military Saves Week Theme: Set a Goal. Make a Plan. Save Automatically

Military Saves Week 2015 Military Saves Week Endorsements: “Military Saves Week, which begins February 23rd, is a great opportunity for every service member and our families to boost our individual financial fitness. We know that the first step in saving can often be the hardest, so when you have time, please visit MilitarySaves.org where service members, families and DoD employees are encouraged to take the Military Saves Pledge. Set a Goal! Make a Plan! And Save Automatically!” ~ SEAC Bryan B. Battaglia & Mrs. Lisa Battaglia “A solid financial plan can help you establish financial independence, which in turn can provide increased opportunities for you and your family. Theresa and I encourage you to visit MilitarySaves.org and take the pledge to become a Military Saver. Thanks for all you do each and every day in support our great Navy and Nation.“ ~ MCPON Mike & Mrs. Theresa Stevens

Military Saves The 2015 Memo from the Office of the Chairman of the Joint Chief of Staff is issued supporting Military Saves Week The 2015 Military Saves Campaign is endorsed by senior enlisted military leadership.

Sign Up for #MSW2015 Military Saves Week 2015 (As of January 12th) 317 Organizations 180 Installations, Commands, and Detachments 28 Banks 56 Credit Unions 44 Non-Profit Organizations

Military Saves Pledges Since 2007

Military Saves Week 2015 50,000 Military Savers take the pledge ARMY 10,000 Pledges Navy 10,000 Pledges Air Force 10,000 Pledges Marines 10,000 Pledges Coast Guard, National Guard, and Reserves 10,000 Pledges Campaign Coordinators at every U.S. military installation CONUS and OCONUS Unit Representatives; CFC Model

Take the Pledge! Savers who take the Military Saves pledge can opt to receive the following benefits: The monthly Military Saves e-newsletter with savings advice from national experts Their free credit score courtesy of FINRA Investor Education Foundation NEW PARTNERSHIP with USAAEF.org! Military Saves encourages: Saving a portion of each paycheck Enrolling in programs such as: Developing a financial plan Thrift Saving Plan Establishing good credit Savings Deposit Program (when eligible) Servicemembers Group Life Insurance

How to Participate 1. Sign up to Participate 2. Promote savings to servicemembers & DoD civilians February 23 - 28 3. Participate in ways that make the most sense at your location

How to Promote #MSW2015 Promote: Tweet and post social media messages included in Partner Packets to Facebook and Twitter Outreach through press releases/events, social media venues, blogs and local media Organize promotional events, financial seminars, workshops Display the message of savings within branches with Military Saves materials and recourses

How to Inform #MSW2015 Inform: Offer marketing materials and resources that encourage positive savings behavior New and existing products, accounts, and services that incentivize savings during the week on your website, newsletter, and/or blog. Organize promotional events, financial seminars, workshops Communicate your participation in MSW to individuals and partners through reminder emails.

How to Act #MSW2015 Act: Sign Up your installation to participate in MSW 2015. Embed Pledge Form on your institution website, integrating form with products. Text Messaging (institutions currently utilizing platform) reminding savers about their saving goals. Market appropriate savings accounts, IRAs, CDs, and other wealth building accounts Collaborate with instillation leadership, through PFMs to increase participation

Military Saves Webinars January 20th – AMBA January 21st - Army January 22nd – Coast Guard January 29th – Navy January 29th – Air Force

America Saves Digital Resource & Social Media Kit Katie Bryan America Saves Communications Director

Digital Resource & Social Media Kit #MSW2015 Newsletter/blog articles about the Week Link to emails about the Week Graphics page link Social Media posts Links to evergreen posts/tweets One month of posts/tweets

MSW 2015 Reporting Survey Contact Information  What is the name of your organization? Which of these descriptions best fits your organization? Financial Institution Installation Non-Profit Organization Who can we contact for more information? Name _______________ State _______________ Email Address _______________ Phone Number ______________ How many branches are included in this report? _______________

MSW 2015 Reporting Survey Through your events and promotion of Military Saves Week, did you encourage your audience to take the Military Savers Pledge? Yes /No Which of the following did you offer during Military Saves Week (select all that apply) Gifts or bonus incentives for opening accounts Yes/No Gifts or bonus incentives for adding to accounts Yes/No Special interest rates for opening accounts Yes/No Prizes of drawings Yes/No Other (please specify)  

MSW 2015 Reporting Survey How would you describe account activity during Military Saves Week 2015? (please select all that apply)   Higher number of savings accounts (or similar) opened Yes/No Greater deposits to existing savings accounts Yes/No No noticeable change in savings activity Yes/No Do not know Yes/No   How much account activity was there during Military Saves Week 2015? Number of savers opening new account Dollars saved in new accounts Number of savers adding to existing accounts Additional dollars saved in existing accounts Number of automatic savings deposits established

MSW 2015 Reporting Survey Promotional Methods  Tell us about your promotional methods. Did you use each of these techniques this year?   Social media (Facebook, Twitter, etc.) Yes/No Information on website Yes/No Financial education workshops Yes/No Press releases or press events Yes/No Community events Yes/No 1-on-1 financial counseling Yes/No Obtained Commander’s proclamation Yes/No Other (please specify)

MSW 2015 Reporting Survey Tell us about your audience reach. What is your best guess of how many people you reached with each of the following methods? We like to feature stories that show the impact of your work during Military Saves Week. Please share in the space below your Military Saves Week story or success that illustrates the impact of your work:

Military Saves Week 2015 Financial Institution Awards We will recognize annually on- base financial institutions for their efforts above and beyond during Military Saves Week 4 Winners – Best Bank & Credit Union (over $1 Billion) and Best Bank & Credit Union(under $1 Billion) Winning branch locations awarded at the respective annual conferences

Key Messages The financial readiness of servicemembers and their families is a priority for Military Saves as a valuable component of the DoD Financial Readiness campaign. Military Saves Week is a call-to-action that includes promotion, information, and action. Military Saves provides support and information year-round within a saving community to help servicemembers and their families build their personal savings and provide for their immediate and long- term financial needs. Financial stability takes consistent action over time, where small steps to pay off debt and saving can help members and families reach their financial goals.

Resources and Links Sign-up for Military Saves Week 2015 http://militarysaves.org/organizations/military-saves-week/sign-up-for-military-saves-week-2015 Military Saves – For Organizations (all resources links and information) http://militarysaves.org/organizations/military-saves-week Campaign Coordinator Kit http://militarysaves.org/images/msw/2015_MSW_Campaign_Coordinator_Kit.doc Campaign Coordinator Timeline http://militarysaves.org/images/msw/2015_MSW_timeline.doc Campaign Coordinator Grid http://militarysaves.org/images/msw/2015_MSW_participation_grid.doc Personal Financial Manager/Family Readiness Center Kit http://militarysaves.org/images/msw/2015_MSW_pfmkit.doc Digital Communication Kit Coming in January 2015! Graphics Package http://militarysaves.org/organizations/military-saves-week/graphics-package Military Saves Week 2014 Report http://militarysaves.org/images/msw/2014 Military Saves Week Report.pdf

Contact www.MilitarySaves.org James Lander Military Saves Director Jlander@consumerfed.org Laura Roler Military Saves Associate lroler@consumerfed.org Alecia Blair Military Saves Communications Associate Ablair@consumerfed.org www.MilitarySaves.org