Website Design

Designing intutitive designs that guide visitors to take action.

Around age 38, Americans often begin seeking financial guidance to build a long-term plan and assess their retirement readiness.* But these conversations can reveal an overlooked piece of the puzzle: while saving and investing are often top priorities, the financial impact of future health needs may not be part of the plan.

As result, FFP Wealth Management created the Wealth & Wellness Webinar Series, a three-part Zoom program connecting health and retirement planning. By bringing together financial professionals and wellness practitioners, the series encouraged meaningful conversations about long-term financial security, wellness, and the hidden costs of aging.

Wealth & Wellness Series

COMPANY & INDUSTRY

FFP Wealth Management | FINANCIAL SERVICES

Campaign Summary

Coordinate a three-part webinar series designed to encourage wealth management clients to schedule meetings with their financial advisors to discuss long-term care planning.

The goal of the campaign was to established a performance baseline for webinar engagement across the firm, gathered client feedback, and identified opportunities for future nurturing events and ongoing client education initiatives.

* Source: Northwestern Mutual, 2024 Planning & Progress Study (2024). Average age Americans first seek professional financial advice: 38.

SCOPE OF WORK

  • Web Design

    Web design

    I developed digital experience for the Wealth and Wellness webinar series, including the email campaigns, website landing page, Zoom Meeting Invite, and Marketing Journey.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and half circle lines.

    Content Management

    I reviewed, coordinated and revised presentation content and post event follow up resources tailored for client experience

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and circle lines.

    Event Coordination

    Coordinated pre-planning meetings, run of show content, and Q&A session of the event.

  • Reporting Delievery

    Reporting

    Managing attendance tracking, presenter budgets, as well as post event email follow up engagement and future client meetings scheduled.

Meet the Team

Behind everything we do is a team of people who truly care. We bring our full selves to the table—open-minded, collaborative, and ready to make something great.