Providing Financial Education for Your Organization's Members

1. Lightbulb as Your Financial Education Partner
Lightbulb Press is a highly regarded developer of financial educational content that combines
clear, straightforward language with imaginative and informative graphics. Our goal is to help
people understand the crucial aspects of personal finance, investing, and financial planning for
the future.
Rather than simply provide financial literacy resources as a one-time delivery, Lightbulb serves
as your financial education partner. In this capacity, we draw upon a comprehensive collection
of existing financial content to create customized educational features tailored to each group
that makes up your membership. Lightbulb also monitors and manages this content on a
semi-annual basis to ensure its accuracy, timeliness, and continued relevance to your members.
Lightbulb’s editorial and information design teams create content that is always:
• Clear, accessible, and objective
• Engaging and memorable, to ensure retention of information
• Empowering and actionable
• Reflective of your organization’s editorial tone and style and visual brand identity
Providing Financial Education
For Your Organization’s Members
Lightbulb develops custom financial education and preparedness programs that are
tailored to a professional association based on the circumstances and concerns specific
to its members’careers. In addition, the educational materials are further refined to match
diverse membership demographics based on area of specialization and career stage.
Once the financial education needs of the membership has been established, Lightbulb
collaborates with your association to determine the most effective mix of materials that
works within your budget.
www.lightbulbpress.com

2. Lightbulb Financial Education Offerings
Webinars
Webinars, which can be delivered live and accessed asynchronously, present key informtion
on specific financial management and planning topics, such as working with a financial
advisor, or portfolio allocation and rebalancing. The webinars are highly graphical, clear
without being oversimplified, and supplemented by interactive worksheets.
Interactive Tools
Worksheets, calculators, and self-assessments that can be saved and revisited as financial
situations change are a compelling and practical way to engage your members in financial
management and planning strategies. Interactive fields are supplemented with contextual
information, such as definitions of related terms. Periodic messages urge members to keep
their information current and make adjustments for lifestyle and career changes.
Apps
A financial wellness app or series of apps can remind members to return to a specific
worksheet or list of financial goals. Members can then make necessary updates and
evaluate the ramifications of various financial choices and decisions.
Short-form Articles
Targeted topics are covered in short-form articles or posts that blend text with informative
illustrations, charts and graphics, animated infographics, real-world examples, and tips
for recommended actions. Excerpts from the articles can be used as entry points to
additional education resources, as well as on social media accounts and in other outreach
communications.
Booklets
Lightbulb booklets are widely recognized and relied upon to provide concise but complete
information on key financial topics. The guides are provided as a digital reference library,
customized for your organization, and can include links to other elements in a resource center.
Dictionary of Financial Terms
Featuring over 1,500 financial terms and phrases, the Dictionary provides a helpful point-of-
need reference for unfamiliar or confusing financial terms. The Dictionary can be customized
to include or exclude specific terms to ensure that it is pertinent for your members.
www.lightbulbpress.com

3. Firms and Organizations
1st Global
AARP Financial
AT & T
Capital Group
Capital One
Broadridge Financial
Cancer Treatment Centers of America
CITI
Country Financial
Dow Jones
E*Trade
Edward Jones
Fidelity Investments
Ford Credit
HSBC
ING
JP Morgan Chase
LPL Financial
Mass Mutual
Merrill Lynch
MetLife
Morgan Stanley
Mutual of America
Oppenheimer Funds
Physicians Mutual
Raymond James
RBC Wealth Management
Russell Investments
Schwab
Standard & Poor’s
State Farm
TIAA
TD Ameritrade
TradeStation
T. Rowe Price
USAA
VISA
Wells Fargo
Yahoo! Finance
Professional Associations
ADISA
American Bankers Association
Association of Military Banks of America
Defense Credit Union Council (DCUC)
Financial Planning Association
Insured Retirement Institute (IRI)
Investment Program Association (IPA)
SIFMA
Society of Consulting Psychology
NAPFA
NASAA
Options Industry Council (OIC)
SIFMA
Regulatory Authorities
CA Dept of Business Oversight
FINRA
Florida Office of Financial Regulation
Hawaii Dept of Consumer Affairs
Idaho Department of Finance
Michigan Office of Finance & Insurance
New Jersey Bureau of Securities
North Carolina Securities Division
Securities and Exchange Commission
Texas State Securities Board
Virginia Department of Securities
Non-Profits and Foundations
Boys & Girls Clubs of America
Brigham Young University
Investor Protection Trust (IPT)
Jump$tart Coalition
Museum of American Finance
National Philanthropic Trust
NEFE
Smith College
Operation HOPE
US Military
UCLA Career Center
YMCA Retirement Fund
Clients and Partners
www.lightbulbpress.com