Practices to promote financial literacy
Produce a newsletter connected to social media
Our weekly newsletter 'Gain a Wealth of Insight' promotes financial literacy along with investing basics for those in or nearing retirement. In addition to going out to more than a couple thousand subscribers, we get a ton of traction on social media and sometimes requotes by news and media outlets.
For the first time in a couple years since the pandemic, we will be back in action working with the City of Boca Raton Public Library to launch periodic community financial education days, with a focus on financial planning and retirement basics. My own workshops are developed to give back to the community while sometimes partnering with local estate planning attorneys. It also helps us to stay current and to sharpen the proverbial saw.
Our firm has also developed a strong following and reputation for delivering quarterly financial education and market outlook workshops for our clients, sometimes with up to 100 in attendance.
Jon W. Ulin
CEO
Ulin & Co. Wealth Management