Workshops, Seminars and Webinars

financial advisor presentation
financial advisor seminar set
Passport to Retirement educational financial seminar system

Fill your sales pipeline with qualified prospects

  • Multi-Day Workshops
  • Single-Session Seminars
  • Educational Webinars
  • One-on-One Presentations
  • FINRA-Reviewed Content
  • Full-Color Workbooks
  • Speaker Notes
  • Marketing Campaigns

Detailed Information

Attract qualified prospects with the most effective method for quickly growing your practice. Our robust library of thoughtful, professional presentations includes multi-length educational seminars to help you deliver more value to your prospects and clients. These can be presented in-person or via a virtual webinar. Plus, we provide FINRA-reviewed scripts and coordinating workbooks, so participants get the most out of each session.

This solution is included in these Packages:
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An Easy, Streamlined Process

We offer the essential tools needed to coordinate a successful event. From PowerPoint presentations with guided talking points to high-quality participant workbooks, hosting a seminar has never been easier. We provide the opportunity for you to increase your qualified leads without sacrificing your time.

  • Personalized seminar workbooks that incorporate your logo, head shot and contact information
  • Professional PowerPoint presentations with accompanying scripts, minimizing preparation time for event presentation

A Seminar for Every Financial Goal and Objective

We offer an entire suite of seminars, each designed to help you achieve a different business goal. Choose from the following seminar options:

  • The largest selection of topics and presentations available today, including: annuities, business continuation planning, college funding, estate planning, financial management, investing, retirement, Social Security, women’s finance and other hot topics
  • Multi-Day Workshops that create an educational deep dive for prospects and clients using a multi-session format that’s perfect for classroom or worksite settings
  • Single-Session Seminars that explore specific financial topics, giving you the opportunity to establish yourself as an authority on a variety of subjects including Social Security, college funding, estate conservation, surviving market swings and more
  • Webinars & Presentations that provide your contacts with the precise information they’re seeking in a digestible, 30-minute format — perfect for client meetings or multi-attendee webinars
  • Seminar Solution Sets that package together a variety of seminars addressing important financial topics

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Explore the Seminars

Multi-Day Workshops

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Four Pillars of a Successful Retirement
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Four Pillars of a Successful Retirement
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Passport to Retirement®
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Passport to Retirement®
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Financial Strategies for Successful Retirement®
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Financial Strategies for Successful Retirement®
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Four Pillars of a Successful Retirement
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Four Pillars of a Successful Retirement
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Passport to Retirement®
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Passport to Retirement®
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Financial Strategies for Successful Retirement®
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Financial Strategies for Successful Retirement®
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Single-Session Seminars

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How Health Can Affect Your Wealth In
Retirement Sample Presentation Opens a new window
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College Funding
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Estate Conservation
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Financial Management
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Making the Most of Social Security
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Retirement
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Retirement Income
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Surviving Market Swings
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Taking Control
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Tax Planning and Your Retirement
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How Health Can Affect Your Wealth In Retirement
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College Funding
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Estate Conservation
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Financial Management
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Making the Most of Social Security
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Retirement
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Retirement Income
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Surviving Market Swings
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Taking Control
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Tax Planning and Your Retirement
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Webinars & Presentations

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An Introduction to Annuities
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Variable Annuities
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Estate Planning Basics
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Advanced Estate Planning
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Planning for Long-Term Care
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Business Continuation Planning
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Your Employer-Sponsored Retirement
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College Planning
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Special Needs Planning
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Retirement Basics
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Roth IRA Basics
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Retirement Income Planning
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Social Security
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Financial Planning Basics
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Investment Basics
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Retirement Savings Challenges for
Women Sample PresentationOpens a new window
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Women and Money
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An Introduction to Annuities
Sample PresentationOpens a new window
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Variable Annuities
Sample PresentationOpens a new window
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Estate Planning Basics
Sample PresentationOpens a new window
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Advanced Estate Planning
Sample PresentationOpens a new window
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Planning for Long-Term Care
Sample PresentationOpens a new window
Opens a new window financial advisor seminar workbook
Business Continuation Planning
Sample PresentationOpens a new window
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Your Employer-Sponsored Retirement Plan
Sample PresentationOpens a new window
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College Planning
Sample PresentationOpens a new window
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Special Needs Planning
Sample PresentationOpens a new window
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Retirement Basics
Sample PresentationOpens a new window
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Roth IRA Basics
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Retirement Income Planning
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Social Security
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Financial Planning Basics
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Investment Basics
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Retirement Savings Challenges for Women
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Women and Money
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Explore the Seminar Solution Sets

Gain access to a seminar package that addresses various aspects of an important financial topic. Sets include one to two Single-Session Seminars and one to three Webinars & Presentations, depending on the topic. The entire Webinars & Presentations collection is also available as the One-on-One Collection.

Seminar Sets

See Available Seminar Solution Sets

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Retail Pricing:

Choose from three seminar formats. Webinars & Presentations provides you to access to an entire seminar library, including workbooks and digital invite videos; Multi-Day Workshops and Single-Session Seminars provide you with a longer format presentation and have coordinating workbooks available for purchase.
MULTI-DAY WORKSHOPS
Four Pillars of a Successful Retirement:
$1,999 + annual update fee
+ $19.95 - $34.95/standard workbook, or
+ $20.95 - $35.95/personalized workbook

Financial Strategies for Successful Retirement®:
$5,999 + annual update fee
+ $23.50 - $32.50/standard workbook, or
+ $24.50 - $33.50/personalized workbook

Passport to Retirement®:
$4,999 + quarterly update fee
+ $19.99 - $27.99/standard workbook, or
+ $20.99 - $28.99/personalized workbook

SINGLE-SESSION SEMINARS
$299 - $665per seminar,
depending on title and quantity, plus annual update fee
+$2.75 - $3.15/standard workbook, or
+$3.25 - $3.65/personalized workbook
WEBINARS & PRESENTATIONS
$1,350 per year
package of 17 titles
SEMINAR SOLUTION SETS
$1,350 per year
packages of 2-17 titles

Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834