Seminars

Comprehensive Seminars

An educational deep-dive for prospects and clients

Multi-session seminars give advisors an opportunity to provide prospects with a comprehensive take on personal finance topics in a classroom or worksite setting. Our comprehensive seminars offer:

• High conversion rates
• The largest income opportunity
• A variety of invitations
• Several sessions of prepared presentation material

Dining Event Seminar

A quick way to build business

Themed dining events combines retirement planning education with a meal. This fun and informative evening helps advisors land new clients. Our dining event seminar offers:

• A free presentation for advisors with the purchase of workbooks and a direct mail package
• Topic-specific invitations
• A fast way to grow an advisory business

FocusOn® Seminars

Expertise on display

FocusOn® Seminars give advisors the chance to establish themselves as an authority on specific topics. These seminars are approximately one hour and include invitations. They're ideal for:

• Client-only meetings
• Local associations, club, or other groups
• Dinner and employee lunch-and-learns

Client Presentations

Become the go-to resource for clients

Our Client Presentations allow advisors to present clients with the exact information they're seeking in a digestible, 30-minute format. Advisors can tap a complete library of topics. These seminars are:

• Customizable in both content and format
• Ideal for one-on-one or one-to-family settings