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:
Budget Checklist:
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.
