Forefield Seminars

Seminars are comprehensive, customizable, presentations for use by individual advisors and enterprises. Each seminar is 30-45 minutes in duration, comprised of 20-30 PowerPoint slides, a complete script, and an interactive client workbook.

Each seminar comes with an accompanying 3-4 minute video version. The video presentation allows you to fully engage your prospects by emailing the link or by posting it on your website. When prospects open the e-mail or play your Flash tour, we will track their activity. When they fill out a short form, we'll send them a complimentary "Concept Piece" and add their contact information in your "My Clients" section.

  • 30-45 minutes in duration
  • 20-30 slides
  • Speaker notes and script
  • Client workbooks
  • Customizable content and format opportunities for enterprise clients

Seminar Titles:

  • Estate Planning Basics
  • An Introduction to Annuities
  • Variable Annuities
  • Retirement Basics
  • College Planning
  • Advanced Estate Planning
  • Planning for Long-Term Care
  • Investment Basics
  • Retirement Income Planning

Learn More About Forefield Seminars
Video Tour of Forefield Seminars

Contact us Blue Arrow Right

Call us at 800-550-6831 or fill in the form below to learn more.

* Please select one:

* Indicates a required field

News & Related Content

Overview of FundPoint

Short video provides overview of FundPoint and how it can avert many data quality problems through rigorous sorting and quality control measures.

FundPOINT® Desktop

FundPOINT®, part of Forefield's product suite, helps advisors select and keep up to date with mutual funds as well as prospectus disclosure and FINRA requirements.

Top of Page