Page 7 - Seasons Of Money Life FINAL

PROPOSED CONTENT MAP
Each season will be delivered through the following content framework.
35-minute presentation covering the season’s theme, going broader and deeper into each of the outlined areas.
One-page infographic companion summarizing the presentation, with salient points drawn out to function as a memory aid.
6 bite-sized pieces of content in the shape of question to answer or ponder-points. Two delivered each month.
Email sent directly to an attendees inbox at the end of the season. The message will summarize the key learning points from the current season and prepare people for the next one.
Games: We will tee up gamified exercises that advisors can play themselves and share with clients to prompt fun behavioral-focused conversations.