Seminar Solution Sets

financial advisor seminar set

Fill your sales pipeline with qualified prospects

  • Topic-Specific Seminars
  • One-on-One Presentations
  • Updated Seminar Content
  • FINRA Reviewed

Detailed Information

Gain access to seminar packages that address various aspects of important financial subjects. Sets include one to two Topic-Specific Seminars and one to three Presentations, depending on the topic. The entire Presentation collection is also available as the One-on-One Collection.

This solution is included in these Packages:
Grow
Invest
Manage

Available Seminar Solution Sets

Annuities and Taxes

Includes one Topic-Specific Seminar:

Includes two One-on-One Presentations:

Approaching Retirement

Includes one Topic-Specific Seminar:

Includes three One-on-One Presentations:

Business Owners

Includes two One-on-One Presentations:

College Funding

Includes one Topic-Specific Seminar:

Includes one One-on-One Presentation:

Estate Planning

Includes one Topic-Specific Seminar:

Includes three One-on-One Presentations:

Financial Management

Includes one Topic-Specific Seminar:

Includes one One-on-One Presentation:

Investment

Includes two Topic-Specific Seminars:

Includes one One-on-One Presentation:

Retirement

Includes one Topic-Specific Seminar:

Includes three One-on-One Presentations:

Retirement Income

Includes two Topic-Specific Seminars:

Includes one One-on-One Presentation:

Social Security

Includes one Topic-Specific Seminar:

Includes one One-on-One Presentation:

Starting Out

Includes one Topic-Specific Seminar:

Includes two One-on-One Presentations:

Women’s Finance

Includes one Topic-Specific Seminar:

Includes two One-on-One Presentations:

One-on-One Collection

Includes all 17 One-on-One Presentations

Product Features

Presentation Features
  • Full-color, 20+ slide PowerPoint presentation with script; provides content for 30-minute meeting
  • Video introduction to promote seminar via email or website
  • FINRA-reviewed material
  • Interactive client workbook
  • Coordinating seminar invitation
  • One-on-One Collection includes access to entire Presentations library
Topic-Specific Seminar Features
  • Full-color, 50- to 72-slide PowerPoint presentation with script; provides content for a 50- to 75-minute seminar
  • FINRA-reviewed material
  • Annual updates
  • Four-color, 20-page participant workbook, with personalized branding available
  • Marketing materials: letter, flyer, invite postcard

Ask us about broker-dealer pricing

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