Educational workshops

Start with a question your audience wants answered.

Build the event around a timely financial topic your team is equipped to teach.

Example topics

What could your next workshop cover?

Help attendees identify questions about taxes and withdrawals as they approach retirement.

Walk through benefit timing and questions households can bring to their advisor.

Explain the decisions and documents families may want to review with their professional team.

Discuss income sources, withdrawals, and the tradeoffs that shape a retirement income plan.

Give attendees a framework for understanding enrollment timing and coverage questions.

Help investors frame decisions about risk and spending during uncertain markets.

Campaign planning

We’ll discuss the audience, local seminar activity, and what your firm needs to approve before the campaign runs.

Bring your market, topic, or target date. We’ll talk through what the first campaign would take.