What You’ll Do
The Wealth Events exists to help people understand money concepts well enough to ask better questions and identify their own next step. Every event, page, and message should serve that. Use this article when orienting a new Host, Guest Speaker, or team member before giving them access to anything.
Who This Is For
Everyone. Read this before you run your first event.
Education first
Events teach concepts. They do not deliver individualized tax, legal, investment, or financial advice, and no event page, flyer, text, or email should imply that they do. If a guest needs personal advice, that conversation happens separately and appropriately, not from the stage.
One Place for the Correct Event Details
Everything on the platform points back to a single set of event details. The event page, the approved flyer, registration, tickets, reminders, attendance, questionnaires, and reviews all pull from it. That is what keeps a guest from getting three different start times from three different places.
What To Do
- Fix the event details, not the flyer, when a detail changes.
- Use approved artwork rather than building your own version.
- Send guests to your tracked link, not to a screenshot.
- Promise only what the event actually delivers.
How to Use This Guide
Send it to a new Host or Guest Speaker before their first event. Access to tools makes more sense once someone understands what the tools are protecting.