MyTwoCents 2023 Seminar & Workshop Post-Event Report

Arranged by

Prepared for

Nikita Gibson

Sponsors

Moné-Renata Holder

Key Stakeholders

MYTWOCENTS SEMINAR & WORKSHOP POST-EVENT REPORT Event Date: 16th September 2023

Contents 04

Part One How did we measure success?

05

Part Two Participant Insights

06

Part Three

All Social Media Insights 07

Part Four The Event

08

Part Five Upcoming Timeline

09

Part Six What's Next

Introduction Brief Summaries of the Report We're thrilled to report the successful launch of MyTwoCents' first financial literacy seminar and workshop on September 16, 2023, at the UWI Sagicor School of Business. The event garnered impressive engagement,

with

100

registrants

and

88

attendees

actively

participating from 9 am to 5 pm.

This seminar's triumph is evidenced by the invaluable financial wisdom shared with participants, including the Castalia team. Covering a breadth of topics from budgeting to estate planning, the event concluded with hands-on case studies and a workshop, sparking indepth conversations on financial hurdles and offering actionable advice.

Given the high demand and the event's profound impact, we've decided to hold these sessions bi-annually. We warmly invite you to join as a distinguished partner for our 2024 MyTwoCents Seminar. Your contribution will be instrumental in enriching financial acumen and competence. Let's discuss how your partnership can benefit both your organization and our community. Together, we can forge a future of enhanced financial literacy and education.

The enclosed report outlines the key highlights, feedback and plans for the MyTwoCents Seminars.

how did we measure success?

Positive feedback from attendees.

A sponsored radio segment on SLAM 101.1 FM on September 7, 2023, by gold sponsor, SigniaGlobe Finance, led to customer inquiries and opportunities to discuss products and services.

Blackman Insurance Agency, an independent agent for Sagicor Life Inc. and a partner at the event, successfully secured over BBD $1,000,000 in new life insurance policies within three months following the event.

Attendees gained insights into debt management, leading to the creation of debt reduction plans, improving their total-debtservice ratio, and maintaining a low-risk profile with financial institutions.

Post-event, participants opened new bank and investment accounts with institutions featured in case studies and workshops.

Part One

Seminar Key Metrics

participant insights

Part Two

Survey Results

“It was a wonderful event the speaker was thorough and very relatable.”

“Excellent, need more like these.”

“The information gained from this workshop is practical and easy to use. Well put together.

👏🏾”

“This session was informative and I would even say life changing...

I'm excited to see my financial growth in the coming years.”

“Great introduction to personal finance on a whole and a great place to receive the information in one place.”

“This

event

exceeded

my

expectations and I will definitely be back for the next event.”

“The event was successful and very helpful. The application of the information shared is realistic and

would

assist

personal goals.”

in

reaching

All Social Media Insights

Part Three

Certain Application Insight

2,613

241

Followers

Content

10

Content Highlight

All Post Average

55

35

130

3

Share

Likes

Save

Comments

Social Media Report

the event

Part Four

Upcoming Timeline

Part Five

Event Launch

01

The event was launched on social media and registration

DEC

was

opened

on

the

1st

December 2023.

Launch of Sponsors Sponsors will be announced on the

8th

January

includes

a

marketing

month of

2024.

This

of

online

products

08 JAN

and

services available.

Marketing

15 FEB

The

seminar

includes

a

radio

segment offering sponsors radio marketing

opportunities.

Additionally,

the

event

will

be

promoted through social media and email blasts.

Sponsor Booth Sponsors can provide productfocused

case

study

details,

aiding participants in making more

informed

15

APR

product

selections.

Game Day

27 APR

Execute

the

Seminar

&

Workshop!

2024 MyTwoCents Seminar & Workshop

What's next

Part Six

future events MyTwoCents will be hosting a bi-annual financial education seminar and workshop each year in April & September.

The first event will be held on Saturday 27th April 2024 and the tentative date for the second event is 14th September 2024. The event aims to host 150+ persons which creates an opportunity for your entity to gain exposure to new customers and nurture existing customer relationships.

Thank you.

Questions & Information 246-836-7878 info@castaliainc.com https://www.linkedin.com/company /castalia-consulting-inc