1
2
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1

25
Average Attendees per Night

2

9
Average Appointments per Night

3

$500k
Average Assets per Client

Financial EDU™

Financial EDU™ is a comprehensive educational platform for adults. The purpose of the program is providing education related to personal finances and empowering students to enhance their knowledge of financial concepts and strategies.

$10.00 – $4,500.00

$3,000.00
$4,500.00
$2,700.00
$10.00
Download Details

Setting

Workshops are typically hosted at public libraries, recreation centers, and schools that offer comfortable adult seating. We recommend to maintain a class-like atmosphere – no food is served.

Marketing

Digital advertising is the primary method used to drive attendees. Radio and direct mail can be used to supplement the targeting of additional prospects.

Content

Financial EDU workshops do not rely on stale and oversaturated topics such as Social Security or Retirement Planning. Instead, workshops offer holistic financial education that appeals to a greater demographic. Instructors use a 100-page workbook to deliver education on the five cornerstones of financial planning.

Pricing Description

  • Presentation Licensing
    Included
    Licensing is included per one-day event.
  • Marketing Cost
    $3,000
    Minimum marketing for a one-day event. Pricing includes pre-event Concierge Service. Digital marketing only. Includes optimized landing page, targeted ad-set (proprietary algorithm) and campaign management.
  • Supplemental Marketing - Catalogue Mailers
    $4,500
    5,000 8-page, full-color, college-style mailers. Additional mailers are charged at $0.90 each (same event). Design and management included.
  • Supplemental Marketing - Postcard Mailers
    $2,700
    5,000 full-color postcards. Additional mailers are charged at $0.54 each (same event). Design and management included.
  • Supplemental Marketing - Radio
    Varies
    Three-week Radio campaign. Includes production and campaign management.
  • Class Workbook
    $10