Single-Session Seminars

financial advisor seminar

Fill your sales pipeline with qualified prospects

  • Single-Session Seminars
  • Updated Seminar Content
  • Full-Color Workbooks

Detailed Information

Attract your ideal target audience by exploring specific topics that are top-of-mind with prospects. These in-depth, single sessions enable you to establish yourself as a credible authority on the topics that matter most to your prospects. They are designed for public dinner seminars and client appreciation events where you can cultivate trust and generate qualified leads.

Broadridge provides you with an in-depth, full-color, FINRA-reviewed presentation that includes guided talking points. Plus, you can add a coordinating workbook so participants can get the most out of each session and apply what they learn to their own situations.

This solution is included in these Packages:
Grow
Invest
Manage

Available Seminars

How Health Can Affect Your Wealth In Retirement

Educate clients and prospects about the major expense health care can be for retirees. This presentation provides important insights into health-related costs in retirement, including: rising costs of health care in retirement; five factors that can affect overall costs; primary resources available, including Medicare and Medicaid; steps to help manage out-of-pocket costs; and how to take advantage of health savings accounts.

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College Funding

Educate families about the importance of personal accumulation as a college funding source. This presentation focuses on essential steps to build a college fund: estimating the costs; investing using taxable and tax-deferred accounts, 529 plans and Coverdell ESAs; and evaluating other funding sources including financial aid and college loans.

financial advisor seminar presentation
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Estate Conservation

Educate clients and prospects about the need for careful action when it comes to managing an estate and conserving assets. This presentation focuses on estate planning fundamentals, challenges, distribution techniques, trust strategies, important documents and current tax laws.

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Financial Management

Help clients and prospects develop realistic financial goals and overcome common roadblocks to financial success. This presentation focuses on six key areas: cash management, insurance protection, investing, tax management, saving for retirement and leaving a legacy.

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Making the Most of Social Security

Help clients and prospects learn strategies to maximize their Social Security benefits. This presentation describes different claiming strategies, how married couples can enhance lifetime benefits, spousal and survivor benefits, the impact of working on benefits, taxability of benefits and Medicare.

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Retirement

Educate attendees about the importance calculating the cost of retirement, determining how much they might need, identifying potential sources of income, implementing sound investment strategies to build assets over time, understanding tax-advantaged investment vehicles and safeguarding assets from the unexpected.

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Retirement Income

Present strategies that can help clients and prospects generate a steady income stream and help their money last throughout retirement. This presentation focuses on investing for stability, income, and growth potential; tapping retirement assets; the tax implications of different distribution methods; and protecting income and assets from the unexpected.

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Surviving Market Swings

Help investors strengthen and diversify their portfolios, manage expectations and enhance their potential to ride out uncertain markets. This presentation focuses on making informed investment decisions, utilizing fundamental investment tactics to enhance the potential for success, understanding investment taxation and overcoming risky behavior.

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Taking Control

Help women strengthen their financial futures. This presentation focuses on maintaining good credit, insuring against the unexpected, putting money to work by investing, building a healthy retirement nest egg, maximizing Social Security benefits, and facing financial hardships such as divorce and widowhood.

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Tax Cuts and Jobs Act

Educate prospects and clients on 2018 tax changes, including federal income tax brackets, limits on itemized deductions, increases in standard deduction amounts and the child tax credit, and 529 savings plan enhancements. This presentation focuses on key provisions in the Tax Cuts and Jobs Act and how they affect individuals and families.

financial advisor seminar presentation
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Product Features

Single-Session 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

Explore the Seminar Solution Sets

Gain access to a seminar package that addresses important financial subjects. Sets include one or two Single-Session Seminars and one to three Webinars & Presentations, depending on the topic.

Seminar Sets

See Available Seminar Solution Sets

Retail Pricing:

Choose from 10 seminars with coordinating workbook available for purchase. Add multiple titles to your repertoire and gain seminar savings.
TOPIC-SPECIFIC SEMINARS
$299-$665 per seminar,
depending on title and quantity, plus annual update fee
STANDARD WORKBOOK
$2.75-$3.15 per workbook
PERSONALIZED WORKBOOK
$3.25-$3.65 per workbook
DETAILS & COMPARE CLOSE

Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834