Financial Education Seminar Insights
Explore the key takeaways from a recent financial education seminar, including attendance rates, survey results, future topics of interest, and feedback on both group and one-on-one sessions. Gain valuable insights into personal finance basics, retirement planning, and more to enhance your financial literacy. Discover the most popular topics attendees are interested in and the success rates of one-on-one sessions across different locations.
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Presentation Transcript
Akin Be Ready Summary Report Chris Minkin October 2024
Group session metrics # of # of Attendance Rate Topic # Registered Sessions Attendees Personal Finance Basics 1 109 93 85% 2
Group session survey results 100% 17% 17% 17% 17% 17% 17% 90% 80% 17% 17% 17% 17% 70% 60% 50% 83% 83% 40% 67% 67% 67% 67% 30% 20% 10% 0% The Information was Valuable Excellent Speaker Skills Excellent Overall Presentation I am Interested in Attending Future Seminars I Know Where I Stand I Know How to Get Answers Agree/Strongly Agree Disagree Strongly Disagree Results based on 6 respondents to the survey. 3
Future topics of interest 67% 67% 67% 50% 33% 17% 17% Budgeting/Debt Managment College Tuition Planning Estate Planning Features of 401 (k) Plan Investing Concepts Retirement Planning Social Security Special Needs Planning Healthcare Retirement Planning, Estate Planning and Features of 401 (k) Plan are the top topics of interest. Results based on 6 respondents to the survey. 4
VFA One-on-One session metrics 1:1 # of Sessions Offered No. of No. of Attendance Rate General Education Planning/ Follow-Up Location Registrations Sessions Held Washington, DC 14 14 9 64% 6 3 New York, NY 7 5 2 40% 1 1 Los Angeles, CA 7 6 6 100% 6 0 Virtual 17 17 15 88% 15 0 Total 45 42 32 76% 28 4 5
Feedback One-on-One Sessions It is very useful and helpful the way it was presented. Gave me confidence in knowing and learning what to do. Keep up the good work. Group Sessions The seminar was very informative and helped me to understand what I need to do toward retirement and managing my account. I appreciate how she broke down the categories in a realistic order of priority that was relatable and easy to follow. 6
