I produced this video ad as the centerpiece of an email campaign, with a goal of inviting Wealth CPA’s clients to this special conference.
Wealth and health are deeply correlated—and the unfortunate reality is that far too many retirees are draining their life savings on medical expenses.
Wealth & Health is a conference I developed during my time at Wealth CPAs.
It is designed to empower retirees in their golden years, by teaching them the key principles of finance, wellness, and longevity.
Goals:
Develop an educational event for retirees that is unique, compared to the cliched and overdone “Retirement Planning Seminar” that the Financial Advisors at Wealth CPAs would instinctively host
Bring retirees, future retirees, and other professionals together to provide networking opportunities
Convey a positive, more expansive vision for a sustained retirement lifestyle—beyond the standard scare-tactic advertising that is all-too-common in the financial profession
Market via print, digital, and videos in order to sell tickets throughout Northern Utah
My Role:
Oversaw the project from start to finish. This included everything from booking the event, to vetting out the speakers, to mailing and publishing print ads
Wrote, recorded voiceovers, and edited promotional videos
Managed a social media campaign to test those videos’ success against one another
Results:
We ended up packing the house with more than 100 attendees total! The conference was an enormous success for Wealth CPAs, who will continue to host it for years to come.