A: Speaking Engagement Financial Wellness Expo Structure: A structured event with set times for activities like presentations, speaker sessions, and workshops, providing attendees with a guided experience throughout the day.
B: Drop-In Financial Wellness Expo Structure: A flexible event where attendees can come and go at any time, interacting with financial professionals stationed at tables around the venue and participating in optional workshops.
C: Indoor and Outdoor Festivals Expo Structure: Utilizes a branded booth setup at festivals, featuring client stations for professionals to meet with attendees. Community specialists engage the crowd, and a financial concierge directs attendees to the appropriate professional within the booth for personalized guidance.
Full expo structures listed below for each different expo type. Times and locations listed are purely for example purposes.
1. Welcome and Introduction- 11:00 AM - 11:10 AM: Opening Remarks by Event Host- Introduction of the event's purpose and agenda- Brief overview of financial wellness.
2. Keynote Presentation- 11:10 AM - 11:30 AM: Keynote Speaker on Financial Literacy- Importance of financial literacy- Practical tips for personal financial health.
3. Speakers- Life Insurance Professional:- 11:30AM - 11:50 PM: Understanding life insurance and its benefits- Mortgage Professional:- 11:50 PM - 12:10 PM: Navigating the mortgage process and tips for homebuyers- Credit Building Professional:- 12:10 PM - 12:30 PM: Strategies for improving and maintaining a good credit score- Stock Investing Professional:- 12:30 PM - 12:50 PM: Basics of stock investing and portfolio management -Financial Planning Professional:12:50 PM - 1:10 PM: Comprehensive financial planning strategies.
4. Lunch Break- 1:10 PM - 1:45 PM: Lunch Break and Networking (Buffet Provided)
5. Speakers (Continued)-Small Business Financing Professional: 1:45 PM - 2:05 PM: Importance of ongoing financial education and available resources-Small Business Financing Professional: 2:05 PM - 2:25 PM: Funding options and financial management for small businesses-Small Business Acquisition Professional: 2:25 PM - 2:45 PM: Guide to acquiring and valuing small businesses.
6. Interactive Workshops Introduction 2:45 PM - 2:55 PM: Workshop Introduction -2:55PM - 3:55 PM: Breakout Sessions -Each person is given a questionnaire addressing their financial goals-Session leaders discuss financial goals and give each person a questionnaire.- Attendees will be scheduled for face-to-face time with the appropriate financial services professional .-Schedule notifications will be sent via text to attendees and professionals.
7. Afternoon Break- 3:55 PM - 4:15 PM:
8.-Q&A Sessions 4:15 PM - 4:45 PM: Open Forum with Expert Panel-Attendees ask questions and receive personalized advice from the panel.
9. Feedback and Closing Remarks-4:45 PM - 5:05 PM: Collection of Feedback-Attendees provide feedback on the event -5:05 PM - 5:25 PM: Summary and Closing Statements by Event Host-Recap of key points and final words of encouragement.
10. Resource Distribution and Information Tables 5:30 PM - 6:30 PM: Visit Financial Professional Information Tables -Attendees gather additional information and resources from the professionals' tables.
1. Event Overview- Time: 11:00 AM - 6:00 PM- Format: Open House- Location: Community Center Hall (or suitable venue)
2. Entrance, Registration, and Information Table- 11:00 AM - 6:00 PM:- Attendees register upon arrival at any time.- Greeted by a Financial Concierge who discusses their financial goals and directs them to the appropriate tables.- Provide a map of the venue, highlighting the locations of different financial professional tables.- Hand out event brochures with a brief overview of the professionals and the topics they cover.- A central table staffed by event hosts to provide information, answer questions, and guide attendees.
3. Financial Professional Tables- 11:00 AM - 6:00 PM:- Tables are set up around the venue, each staffed by a financial professional from various sectors.- Attendees can visit any table at any time during the event.- Professionals should have informational materials, business cards, and any interactive tools ready for engagement.- Tables to include:- Life Insurance Professional- Mortgage Professional- Credit Building Professional- Stock Investing Professional- Financial Planning Professional- Financial Education Professional- Small Business Financing Professional- Small Business Acquisition Professional.
4. Breakout Sessions and Workshops (Optional)- Scheduled throughout the day (e.g., every hour):- Short, 20-minute sessions or workshops on various financial topics.- Announced over a PA system and listed on the event brochure.- Attendees can choose to attend these sessions if interested.- Topics to include:- Financial Literacy Basics- Building and Maintaining Good Credit- Homebuying Process and Tips- Investment Strategies- Small Business Financing Options.
5. Networking Area- 11:00 AM - 6:00 PM:- A designated area with seating and refreshments where attendees can network with each other and with professionals.
6. Feedback and Information Collection- Throughout the event:- Feedback forms available at the registration table and each professional table.- Encourage attendees to fill out forms to provide feedback on the event and to request follow-up information or consultations.
7. Closing and Thank You- 5:45 PM - 6:00 PM:- Brief closing remarks by the event host over the PA system.- Thank attendees and professionals for their participation.- Encourage attendees to complete feedback forms and pick up any remaining informational materials.
1. Event Overview:- Location: Indoor and outdoor festival grounds- Time: All-day event, typically 10:00 AM - 6:00 PM- Format: Branded Financial Wellness Booth.
2. Branded Financial Wellness Booth:- Size: 10 x 20 feet- Interior Setup:- 7-8 client stations inside the booth for professionals to meet and greet prospective clients- Each station equipped with informational materials, brochures, and business cards- Comfortable seating areas for consultations- Exterior Setup:- Branded signage and banners for visibility- Welcoming entrance with signage indicating services offered- Interactive displays or screens showcasing financial tips and information.
3. Community Outreach Specialists:- Number: 2 specialists- Role:- Engage the crowd by distributing handouts and directing people to the financial wellness booth- Answer general questions and generate interest in financial wellness services- Act as ambassadors for the event, creating a welcoming atmosphere.
4. Financial Concierge Services:- Role:- Greet individuals as they enter the booth- Discuss their financial goals and needs in a brief consultation- Direct them to the appropriate financial professional within the booth based on their requirements.
5. Financial Professional Stations:- Services Offered:- Life Insurance- Mortgage Assistance- Credit Building and Repair- Stock Investing Guidance- Financial Planning- Financial Education- Small Business Financing- Small Business Acquisition- Interaction Process:- Professionals stationed at each client station inside the booth- Engage with individuals to provide personalized advice and guidance- Distribute relevant materials and resources- Schedule follow-up consultations if needed.