Hi *|FNAME|*,


I hope you had a great summer and are looking forward to a wonderful autumn full of pumpkin spice, cooler temperatures, and beautiful fall colors. I’m writing to you today because I’m excited to invite you to participate in Penny Forward’s upcoming Strategic Planning Summit. Since I founded Penny Forward in 2021, we’ve been dedicated to delivering comprehensive, affordable, and inclusive financial education programs to the blind community. Through our nonprofit model, we have successfully empowered over 100 clients to improve their financial well-being through online courses, group chats, one-on-one counseling, podcasts, and our user-friendly mobile app.

Now, as we embark on the next phase of our journey, we want your valuable input and insights to help shape our future initiatives. Your participation is crucial in continuing our mission of creating accessible and inclusive financial wellness education for the blind community.


What To Expect

Session 1

Build a Common Framework

Date: September 13

Time: 6:30-8:00 PM CT

During this session, we will establish a shared understanding by discussing the data we’ve gathered and exploring possibilities. Your direct feedback on our overall strategic framework will be invaluable in shaping our direction.


Session 2

Prioritize Actions

Date: September 20

Time: 6:30-8:00 PM CT

In this session, we’ll work together to achieve consensus on our strategic framework. We will brainstorm actionable steps aligned with our goals and prioritize these actions to ensure our success.


Session 3

Unveil and Implement

Date: September 27

Time: 6:30-8:00 PM CT

During our final session, we will unveil the outcomes of the summit and launch our implementation action teams. You’ll have the opportunity to witness firsthand how your contributions have transformed the community.


Register Now

Your unique perspective is essential to our success, so I’m asking you to register for the summit by visiting our Summit Registration form at https://pennyforward.com/summit-registration/. Please also  share this opportunity with your personal and professional network, as we aim to gather as many diverse viewpoints and ideas as possible to further enrich our strategic planning process.

Thank you for your continued support and commitment to advancing financial education for the blind community. Together, we can build a brighter and more inclusive financial future one penny at a time.


Warm regards,

Chris Peterson
President and CEO, Penny Forward
Blind People Building Bright Futures One Penny At A Time
Email: [email protected]
Phone: (888) 332-5558

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