1. 14 January 2015 Military Saves Quarterly Meeting James Lander

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

3. 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
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

4. 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

5. 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.

6. 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

7. Military Saves Pledges Since 2007

8. 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

9. 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

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

11. 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

12. 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 s.

13. 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

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

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

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

17. 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 _______________
Address _______________
Phone Number ______________
How many branches are included in this report? _______________

18. 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)

19. 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

20. 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)

21. 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:

22. 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

23. 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.

24. Resources and Links Sign-up for Military Saves Week 2015
Military Saves – For Organizations (all resources links and information)
Campaign Coordinator Kit
Campaign Coordinator Timeline
Campaign Coordinator Grid
Personal Financial Manager/Family Readiness Center Kit
Digital Communication Kit
Coming in January 2015!
Graphics Package
Military Saves Week 2014 Report
Military Saves Week Report.pdf

25. Contact www.MilitarySaves.org James Lander Military Saves Director
Laura Roler
Military Saves Associate
Alecia Blair
Military Saves Communications Associate