The leading voice for excellence in public finance


Financial Wellness Conference in a Box

The “Conference in a Box” is a one-stop shop to assist you with all of your event planning and logistical support– whether in-person or virtually. These materials were created to help you and your team plan and execute a financial wellness event for your employees, retirees, and families. Pick and choose from this menu of materials and customize them to personalize your events.  

Please see the corresponding Audience Guide & Speaker’s Kit webpage for assistance in planning the content of your event.

Overview and Glossary of Terms to use when planning for your Financial Wellness events. 

Logistics Checklist:

              In-Person Events

              Virtual Events

Budget Checklist: 

              In-Person Events

              Virtual Events

Speakers’ Checklist to use for in-person or virtual events

Program Template to create your event’s personalized agenda


In light of Covid-19, please refer to your state and local government’s regulations pertaining to group gatherings and adhere to those policies.

For a list of additional resources, we suggest visiting the CDC website.