THE INVESTORS TABLE - WORKSHOP INQUIRY PREP SHEET

Organization:
Primary contact:
Email:
Phone:

Audience and age range:
Estimated number of participants:
Program or event name:

What should participants understand or be able to do after the session?

Priority topics or financial challenges:

Preferred format:
[ ] 60-90 minute workshop
[ ] Workshop series
[ ] Financial literacy week
[ ] Half-day boot camp
[ ] Full-day boot camp
[ ] Parent/family workshop
[ ] Keynote or event activation
[ ] Virtual session
[ ] Not sure yet

Potential dates and time available:

In-person, virtual, or hybrid:

Materials or measurement needed:
[ ] Handouts
[ ] Workbooks
[ ] Digital takeaway page
[ ] Pre/post quiz
[ ] Participant feedback
[ ] Client recap

Budget or funding status:

Additional context:

Send completed notes to connect@theinvestorstable.com or call 786-484-4150.