Mind & Money Conference – St. Louis Metro East
Client:
Metro Hope Foundation
Event:
Mind & Money Conference
Date:
October 26, 2024
Location:
Living the Word Church, Collinsville, IL
Objective
The Metro Hope Foundation sought to host a conference aimed at addressing critical issues of financial literacy, mental health, and community empowerment. The event aimed to provide attendees with actionable tools and insights to enhance their overall well-being and financial stability, with a particular focus on underserved communities.
Pax Nexus’s Role
Pax Nexus was invited to lead a pivotal session on Legacy Planning, including presenting the Thy Will Be Done program and introducing the Legacy Planning Workbook. The goal was to:
- Educate attendees on the importance of wills and trusts.
- Provide practical solutions for safeguarding and growing generational wealth.
- Engage the community with resources for actionable steps toward financial empowerment.
Execution
Presentation and Engagement
- Interactive Session: Cody Morrison, CEO & Co-Founder of Pax Nexus, delivered an engaging 45-minute presentation addressing key topics such as:
- The importance of legacy planning.
- Differences between wills and trusts.
- The impact of dying intestate versus testate.
- Steps to initiate the legacy planning process.
- Thy Will Be Done Program Introduction: Cody highlighted the upcoming spring and summer workshops designed to guide families through actionable legacy planning.
- Workbook Launch: Pax Nexus introduced and sold out the Legacy Planning Workbook, a comprehensive guide filled with worksheets, templates, and tools for attendees to begin their legacy planning journey.
Community Interaction
- Pax Nexus maintained a vendor booth, where attendees could purchase the workbook, ask questions, and sign up for personalized consultations.
- The team engaged with over 300 attendees, collecting valuable feedback and building connections for future collaborations.
Results
Impact
- Education: Attendees gained a foundational understanding of legacy planning and actionable steps to secure generational wealth.
- Engagement: The session sparked meaningful discussions about financial empowerment, leading to significant interest in future Thy Will Be Done workshops.
- Sales: All 20 copies of the Legacy Planning Workbook sold out during the event.
- Website Traffic: The presentation generated a spike in website visits, with inquiries about online purchasing and downloads of the workbook.
Feedback
- Positive Reception: Attendees praised the practical advice and clarity of the presentation. Many expressed gratitude for the actionable insights provided by Pax Nexus.
- Requests for Follow-Up: The community showed interest in additional workshops and ongoing support for implementing legacy planning strategies.
Key Takeaways
- Preparation is Crucial: Clear communication and pre-event coordination ensured a smooth presentation and effective engagement.
- Community Focus: Tailoring the content to the specific needs of the audience created a strong connection and trust with attendees.
- Scalability: The success of this event underscored the potential for expanding the Thy Will Be Done program to other regions.
Future Opportunities
- Digital Expansion: Develop an online platform for the Legacy Planning Workbook to facilitate broader access while securing revenue streams.
- Workshops: Collaborate with local organizations to host recurring workshops for underserved communities.
- Community Partnerships: Strengthen relationships with faith-based and community organizations to amplify the reach of Pax Nexus’s services.
Conclusion
The Mind & Money Conference was a significant success, showcasing Pax Nexus’s ability to educate, engage, and empower communities. This event demonstrated the value of legacy planning as a tool for financial stability and community resilience, setting the stage for future impactful collaborations.