Providing Financial Education For Your Organization’s Members
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 on 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
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 stages in members’ careers.
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 budgets.
Lightbulb Financial Education Offerings
Webinars
Webinars, which can be delivered live and accessed asynchronously, present key information 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 can be a compelling and valuable way to impart financial management and planning strategies. Interactive fields are supplemented with contextual information, such as definitions of related terms, and takeaway tips for next steps. Periodic messages would urge members to revisit the tools to keep their information current and make adjustments for lifestyle and career changes.
Apps
A financial wellness app or series of apps remind members to return to a specific worksheet or list of financial goals. Members can then make any 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 illustrations, 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. Posts and articles could be accompanied by animated infographics that show the financial effects of different decisions and actions.
Booklets
Lightbulb booklets are widely recognized and relied upon to provide a concise but complete information on key financial topics. The books could be provided as a digital reference library, customized for your organization, and can include links to other resources.
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.