Physicians' Retreat Event Planning


While working at a private equity firm, I collaborated on the design of a full ecosystem of branded materials for a high-end retreat hosted for physician-investors. The event combined professional networking with the opportunity to earn continuing medical education (CME) credits—designed to offer value while reflecting the firm’s premium service.

Working closely with one other designer, we developed a cohesive visual identity for the event, including a custom logo, personalized invitations, name badges, tote bags, itineraries, and forms. Each piece was tailored to the attending doctors to reflect a white-glove level of detail and care. Invitations were individually hand-cut and folded, reinforcing the personal, high-touch nature of the experience.

This project brought together brand design, print production, and experience design to create a seamless, elevated retreat atmosphere from start to finish.

Overview

ZT Wealth (In-House)

Client


Graphic Designer

Role


July 2015-August 2015

Timeline

Gallery

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