Wealth & Wellness Series

Around age ##, many people begin planning for retirement and meet with a financial advisor to see if they are on track. During these conversations, they often discover an overlooked challenge. While they have planned for savings and investments, they have not fully considered the financial impact of their health.

To address this gap, FFP Wealth Management created a three-part webinar series focused on the connection between health and retirement planning. The Wealth & Wellness Webinar series encouraged meaningful conversations about wellness, long-term financial security, and the hidden costs that can affect retirement.

By bringing together wealth professionals and wellness practitioners, we made retirement planning more relatable and helped clients prepare for the financial realities that come with aging.

COMPANY & INDUSTRY

FFP Wealth Management | FINANCIAL SERVICES

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.

Campaign Summary

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.

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