Please complete the following survey to let us know your 2025 World Financial Planning Day plans so we can promote your activities through our global campaign.

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* 1. Email:

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* 2. What activities are you planning to conduct in support of World Financial Planning Day? Check all that apply.

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* 3. We would like to promote your WFPD activities via our marketing channels including in our press release and the WFPD microsite. Please describe each activity, including key details such as:

o Title of event
o Date / time
o Description
o Target audience
o Goals / objectives
o Partners or collaborators
o URL to learn more about the activity

Use the space below or send attachment to rharrah@fpsb.org if needed.

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* 4. To support your local WFPD campaign efforts, FPSB will be providing a toolkit that includes logos, key messages, video montage featuring CFP professionals, social media copy / tiles, template press releases, and proclamation template. Please let us know if there are additional materials we can provide to help you carry out your WFPD activities:

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* 5. How do you plan to promote your WFPD activities?

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* 6. How do you plan to measure success or impact of your activities?

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* 7. World Financial Planning Day coincides with the first day of the FPSB 2025 Global Meeting. We are considering a variety of celebratory activities to engage our Network leaders attending including a kick off of the campaign at our Welcome Reception and conducting onsite short, informal interviews. Please share any additional suggestions:

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* 8. Additional comments orquestions:

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* 9. WFPD contact (Full Name):

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* 10. FPSB Network Organization:

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