Event Proposal Template

Welcome to the official Hanlerdos Event Proposal Template — your trusted guide to bringing structured, smart, and successful financial events to life. Whether you’re proposing a local seminar, hosting an investor roundtable, or pitching a virtual budgeting bootcamp, this template is designed to make sure every detail aligns with the Hanlerdos mission: informed choices, strategic planning, and meaningful financial transformation.

Hanlerdos, founded by Drathis Zelthorne, has always believed in the power of good decisions built on great information. Just like our daily work on topics from tax compliance tactics to portfolio development strategies, every event we support should reflect our foundational principles — clarity, structure, and lasting impact. This proposal structure will help you shape a compelling, practical roadmap for your next financial gathering.

Let’s Get the Numbers on the Table: Template Sections

Just like in finance, a good event has to balance purpose and performance. Below, you’ll find clearly defined sections for crafting your proposal. Each one is designed to prompt thoughtful planning and ensure your event delivers value on every front.

1. Event Overview

Give us the big picture: What’s your event called? What’s the subject matter? Who’s hosting it, and who’s expected to attend? This is the headline moment — think elevator pitch meets mission statement. Keep it bold, clear, and compelling. (If this were a financial statement, this would be your executive summary.)

2. Purpose and Objectives

Why are we doing this? Spell out the goals. Are you hoping to teach aspiring investors the basics? Help gig workers navigate quarterly tax filings? Create a networking opportunity for financially curious professionals in Iowa and beyond? Whatever the aim, make it measurable and meaningful — we love a clear ROI.

3. Target Audience

Who is this experience for? Describe your ideal attendee: are they first-time taxpayers, crypto-curious investors, or small business owners designing custom budgets? Context matters here — the clearer the audience, the better we can support your messaging and content planning. And if your focus aligns with one of our central financial categories, such as foundational principles of finance, be sure to mention that!

4. Format and Delivery

How will the event be experienced? Is this a half-day in-person workshop in Marshalltown, a virtual lunch-and-learn, or a series of interactive group strategy sessions over three weeks? Describe your format, including tech platforms (if digital), accessibility considerations, and estimated duration. The delivery method is your logistical architecture — make it solid and efficient.

5. Date and Time

Include your ideal date(s) and timeframes, as well as proposed venue(s), if applicable. Remember to check for conflicts with local observances, major U.S. holidays, and other community events that might impact attendance.

6. Key Speakers and Facilitators

List any confirmed (or hoped-for!) speakers, including short bios and relevant credentials. Whether it’s a veteran wealth manager, a community-based budgeting coach, or a Hanlerdos team member sharing recent financial shift data, highlight how their presence supports your objectives. Bonus points if the lineup blends personality and expertise — audiences love both!

7. Topics and Content Themes

What will be covered, and how? Include an outline or agenda with each session or segment. For each item, indicate its focus area (e.g., tax optimization tips, setting up your first portfolio, debt repayment strategy) and what attendees will walk away with.

If applicable, match your agenda with our own themes — from financial foundations to investment structures. This helps build editorial alignment and lets us showcase the content more effectively across our future channels.

8. Budget Outline

It’s a financial event — let’s talk numbers! Include estimated costs and revenue streams (tickets, sponsors, etc.), along with line items such as speaker honoraria, A/V rentals, catering, and marketing. Make sure your estimates are reasoned and realistic — think clear charts, friendly formatting, or concise tables if that helps you create clarity.

9. Promotion and Outreach

How will people hear about your event? Outline your plan for announcements, invitations, social media, flyers, newsletters, or any media coverage you’ll pursue. Be sure to note who handles what — and where you might need partnership support from Hanlerdos. A great promotional strategy helps build buzz long before the first registration rolls in.

10. Evaluation and Impact

How will you know your event delivered value? Propose clear success indicators, such as attendance goals, participant satisfaction scores, follow-up actions by attendees (e.g., setting up a new savings strategy or exploring asset diversification), or post-event downloads and engagement. Think measurable, actionable, and aligned with our shared mission.

Tips for a Pitch That Lands

Get Specific: “Teach tax tips” is okay. “Help freelancers avoid penalties by showing them Q1 to Q4 tax workflows” is better.
Stay Focused: Your proposal doesn’t need 20 topics—select the strongest few that will truly help your target audience.
Add Personality: The goal isn’t just learning—it’s engagement! Make your event lively, insightful, and human-centered.

We’re not just hosting events to fill calendars — we’re building opportunities for real transformation. Your proposal should reinforce that we’re offering clarity in chaos, systems over stress, and partnership over pressure.

Submitting Your Proposal

When your proposal is ready to go, please submit it to our event coordination team at [email protected]. Have questions prior to submission? We’re happy to walk through any section of the template or brainstorm with you — just reach out during our business hours: Open Monday to Friday, 9 AM–5 PM CST.

You may also reach us by phone at +1 641-751-5782. We’re located at 4019 Park Boulevard, Marshalltown, Iowa 50158, and we’re always eager to support community-forward, finance-minded gatherings that help people build smarter financial habits.

Closing Note

Thanks for thinking creatively with Hanlerdos. We believe financial literacy and strategy are stronger when shared — and your event could spark something lasting for every participant involved. Propose with clarity, build with purpose, and let’s help your big idea take measurable form.