Educational Event Marketing

Just like you diversify your client’s portfolios, we believe that diversifying your event marketing with seminars, educational events, and webinars can help establish you as the financial educator in your community and reach previously untouched audiences. That’s why we provide several different avenues for educating your community on how to retire well.

American Retirement Institute

ARI logo

American Retirement Institute (ARI) is a national brand designed to provide educational courses across the U.S., wherever we have ARI educators. ARI offers classroom-style courses designed to give pre-retirees and retirees in your community a detailed overview of common retirement topics, including income in retirement, taxes, health care, long-term care, estate planning, Social Security, and more. Held in local libraries, colleges, and universities, these education-focused courses provide value to those in your community looking for retirement education while creating a natural introduction to your practice through each attendee’s separate Lab Session. Each attendee also receives a workbook and syllabus.

What You Get:

  • Two different course offerings
  • Credibility through a national brand
  • Workbooks & syllabus for each attendee
  • PowerPoint presentation
  • Facebook advertisements
  • Direct mailer
  • Prospecting letter
  • Press Kit to explain the program to schools, community centers, universities, etc.

Collage of Marketing materials: workbooks, flyers, and email examples


Don’t reinvent the wheel. From new tax policies to Social Security, we offer various plug-and-play campaigns that you can use to reach your prospects with helpful content and turnkey advertising.


Become the financial educator in your community.

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