Seminar Schedule

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Nov 7, 2008 8:06 pm

As part of my 2009 goals, I want to create a monthly town hall meeting that I can put on a schedule and send to clients and prospects, post on our website, etc...


Here are a few topics I'm considering:


-How to turn your retirement savings into your private pension


-LTCi


-Estate Law stuff (bring in estate atty)


-Tax Tips (bring in CPA)


-How Endowments invest and what you can learn from it


-Social Security/Medicare


-2010 Roth IRA conversion
 
These are just a few topics.  This is to be done in a town hall format with information presented to spark conversation.  We will be pushing our clients to bring friends, getting an intern to cold call, sending out mailers, and sending out select emails (not necessarily spam).
 
Anyone have any input on some more?
Nov 7, 2008 8:27 pm

Snaggs. that's very similar to what I do. Good list. I would include Retirement Planning - different topics depending on who you are targeting ("what to do if you're 10 years from retirirng", "company plan distribution options", etc.). A good seminar just for Women. I do these a lot - they work great, and after a few of them some of your clients and prospects start bringing their mothers, girlfriends, etc. It's a great "night out" for them, and women like to learn.



I don't know how much the Roth conversion thing will do for you, but maybe it will stir some interest. Problem is, once you start to explain it, most people are like "I'm not doing THAT!" The tax hit is tough.



Be VERY selective about how you "name" these seminars. For example, most people think they don't have enough money in their "estate" for "estate planning" (clients actually tell me this). Make sure it states that you are going to talk about the "basics" needed for EVERYONE (i.e. beneficiary designations, wills, POA's, HC proxy, living will, etc.). Otherwise nobody will want to go (since the real wealthy people already have attorneys).



Be careful about e-mail with compliance. We are basically not allowed to e-mail out seminar invitation information. Our compliance department is a little uptight - not sure if it's an industry thing or just a Jones thing.



One other thing - see if you can get clients/friends/prospects that all work with the same employer to forward the information to co-workers. Weaves a good web.



Are you going to use any product partners, or foot the whole bill yourselves?

Nov 7, 2008 8:58 pm

I think the endowment seminar would be good, if you are allowed to invest in alternative assests(private reits,lps..etc) if not it is almost just a tease as to what they can't have..



We do a lot of "education" of people regarding how endowments invests(especially Yale, Harvard and Stanford-because they publish their annual reports) especially now when you bring in noncorrelated assets(lps,private reits) that turn out a decent return regardless of markets..



I agree with B24 the Roth conversion, should be part of a larger topic, because some people will be against it. Maybe if you combine that with the topic of 72t and some other related topics

Nov 18, 2008 11:11 pm
Squash:

I think the endowment seminar would be good, if you are allowed to invest in alternative assests(private reits,lps..etc) if not it is almost just a tease as to what they can't have..

We do a lot of "education" of people regarding how endowments invests(especially Yale, Harvard and Stanford-because they publish their annual reports) especially now when you bring in noncorrelated assets(lps,private reits) that turn out a decent return regardless of markets..

I agree with B24 the Roth conversion, should be part of a larger topic, because some people will be against it. Maybe if you combine that with the topic of 72t and some other related topics

 
Speaking of endowments:  http://www.slate.com/id/2204827/
 
Even they aren't perfect.
Nov 19, 2008 4:52 pm

Anyone ever read this or try it? Seems like if you were in a higher end community it would work..



http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20080324/REG/518435587/1009/TOC&ht=shimshon%20plotkin%20shimshon%20plotkin%20shimshon%20plotkin



Nov 20, 2008 9:33 am

Yeah I have, rather expensive but if you have the capital it works.. Also like he said you have to understand that 70% of who you invite is there for the meal... And don't low ball it at a run of the mill chain restaraunt.... Use boutique places(cause they will deal with you on cost now, because no one is eating there..) or Brand names, Ruth Chris, or some other big name steak place... But it costs $$$$

Nov 20, 2008 2:10 pm

I know that it could work in my area, I just don't know if I have the nads to make it happen.  If I had 50K to blow on marketing, I would do it.