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.
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.