EDUCATIONAL EVENT MARKETING
Get in front of more people and close more business
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) 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
- 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.
Seminar Coaching & Training That Drives Results
Impact Partnership empowers independent financial advisors to turn educational seminars into high-converting growth opportunities. Whether you’re presenting on tax changes, Social Security, or retirement income, our expert-led coaching helps you refine your presentation style, boost audience engagement, and confidently guide prospects toward action.
Advisors also gain access to customizable seminar content and time-tested strategies tailored to today’s retirement and income planning concerns.
Ready to elevate your seminar game? Attend our Seminar Bootcamp—a dynamic training experience designed to sharpen your delivery, increase conversions, and grow your practice
