PLANADVISER - January/February 2018 - 40
marketing mechanics
The Magic of Local Events
Advisers use philanthropy to raise awareness of savings need-and advisory brand
A
few years ago, Jason Chepenik, managing partner
of advisory firm Chepenik Financial in Winter Park,
Florida, became aware of the growing attention the
industry was giving to financial wellness, and of his own
conviction it was highly important. " There are so many
financial tools and programs in the marketplace, " he recalls.
" I was looking for one we could create that would be unique
and fun, to put a stake in the ground on our own financial
wellness spin of things. "
Chepenik considered the fact that National 401(k) Day
takes place the first Friday after Labor Day in September and
that National Save for Retirement Week is the first week of
October. " When we learned that April is National Financial
Literacy Month, that's when we decided to consider April 1,
or 4/01 " to showcase financial wellness, he says. Thus was
born a fun run: the 4.01k Race for Financial Wellness. To
highlight the importance of saving in a 401(k) plan, the 4.01k
Race takes place on April 1 at 4:01 p.m. over 4.01 kilometers,
instead of the usual five. The first race was held in 2015 in
Orlando, Florida, attracting 350 runners and raising $50,000
for charity.
To attract that many people right out of the gate, Chepenik
says, he reached out to all of his clients and service partners,
including recordkeepers and third-party administrators
(TPAs), asking them to participate. The race's beneficiary,
Junior Achievement of Central Florida, was also instrumental
in getting the word out, he says, particularly as " its
board of directors is a 'Who's Who' " of the area.
Because high schools in Florida are required to give
juniors and seniors 10 hours of education on financial
40 | planadviser.com january-february 2018 Art by Uijung Kim
http://www.planadviser.com
PLANADVISER - January/February 2018
Table of Contents for the Digital Edition of PLANADVISER - January/February 2018
Big Ideas
2018 PLANADVISER Top 100 Retirement Plan Advisers
2018 PLANADVISER Micro Plan Survey
Value Added
The Magic of Local Events
Warming to ESG
HSAs in Retirement Planning
PLANADVISER - January/February 2018 - Cover1
PLANADVISER - January/February 2018 - Cover2
PLANADVISER - January/February 2018 - 1
PLANADVISER - January/February 2018 - 2
PLANADVISER - January/February 2018 - 3
PLANADVISER - January/February 2018 - 4
PLANADVISER - January/February 2018 - 5
PLANADVISER - January/February 2018 - 6
PLANADVISER - January/February 2018 - 7
PLANADVISER - January/February 2018 - 8
PLANADVISER - January/February 2018 - 9
PLANADVISER - January/February 2018 - 10
PLANADVISER - January/February 2018 - 11
PLANADVISER - January/February 2018 - 12
PLANADVISER - January/February 2018 - 13
PLANADVISER - January/February 2018 - 14
PLANADVISER - January/February 2018 - 15
PLANADVISER - January/February 2018 - 16
PLANADVISER - January/February 2018 - 17
PLANADVISER - January/February 2018 - Big Ideas
PLANADVISER - January/February 2018 - 19
PLANADVISER - January/February 2018 - 20
PLANADVISER - January/February 2018 - 21
PLANADVISER - January/February 2018 - 2018 PLANADVISER Top 100 Retirement Plan Advisers
PLANADVISER - January/February 2018 - 23
PLANADVISER - January/February 2018 - 24
PLANADVISER - January/February 2018 - 25
PLANADVISER - January/February 2018 - 26
PLANADVISER - January/February 2018 - 27
PLANADVISER - January/February 2018 - 28
PLANADVISER - January/February 2018 - 29
PLANADVISER - January/February 2018 - 2018 PLANADVISER Micro Plan Survey
PLANADVISER - January/February 2018 - 31
PLANADVISER - January/February 2018 - 32
PLANADVISER - January/February 2018 - 33
PLANADVISER - January/February 2018 - 34
PLANADVISER - January/February 2018 - 35
PLANADVISER - January/February 2018 - 36
PLANADVISER - January/February 2018 - 37
PLANADVISER - January/February 2018 - Value Added
PLANADVISER - January/February 2018 - 39
PLANADVISER - January/February 2018 - The Magic of Local Events
PLANADVISER - January/February 2018 - 41
PLANADVISER - January/February 2018 - Warming to ESG
PLANADVISER - January/February 2018 - 43
PLANADVISER - January/February 2018 - HSAs in Retirement Planning
PLANADVISER - January/February 2018 - 45
PLANADVISER - January/February 2018 - 46
PLANADVISER - January/February 2018 - 47
PLANADVISER - January/February 2018 - 48
PLANADVISER - January/February 2018 - Cover3
PLANADVISER - January/February 2018 - Cover4
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