Need a Catchy Seminar Name
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I need your help. I am putting together a seminar, which will mostly be centered around lunch meetings at businesses for the employees. It may evolve into a monthly dinner event like a typical seminar. I need a good, catchy title for it. There will not be any product discussed. It will be designed to create a wedge based on what they are not hearing from their current advisor. Here is a very basic outline:
-Avoiding fatal IRA mistakes -How to do a correct IRA rollover -If you do 2 IRA Rollovers with the same IRA in one year, it is all taxable -Importance of updating beneficiary forms -US Supreme Court Case -Example of current client whose children could've been screwed over (not in those words) -2010 Roth IRA Conversion -What it is, who it now applies for, why it is worth looking at -How to help educate your children/grandchildren -Why funding a Roth IRA for them now versus them starting it later is so important -Do you know exactly how much money it is going to take for you to retire comfortably and remain comfortably retired? -Do you have an exit strategy to take your money out without losing a lot in taxes? Ok, that's it so far. The idea behind it is, is your advisor talking to you about these things?The 5 things your Advisor is not telling you that could cost you money…blah blah, blah.
I like this better than a generic "Retirement Planning Seminar".Why not include a lesson on how to file a compliant with FINRA while you are at it???
I bet that would make the seminar stand out.[quote=Wet_Blanket]Why not include a lesson on how to file a compliant with FINRA while you are at it???
I bet that would make the seminar stand out.[/quote] While that would make it stand out, the karma of it makes me not want to go there. I'm sure 99% of the advisors on this forum have an out of date new account form which has risk tolerance marked as one thing, or has an old job listed, but client is now laid off, which could be evidence of an unsuitable investment recommendation.[quote=snaggletooth][quote=Wet_Blanket]Why not include a lesson on how to file a compliant with FINRA while you are at it???
I bet that would make the seminar stand out.[/quote] While that would make it stand out, the karma of it makes me not want to go there. I'm sure 99% of the advisors on this forum have an out of date new account form which has risk tolerance marked as one thing, or has an old job listed, but client is now laid off, which could be evidence of an unsuitable investment recommendation. [/quote] I think that's a conservative estimate.Do YOU have a recovery plan ?
Do YOU have a stimulus plan ? Can YOU afford to retire ?[quote=BioFreeze]The name doesn’t matter. Pick an expensive restaurant that people would like to eat at.
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I wouldn’t follow that advice. Unless you’ve really qualified the attendees, you’re running the risk of getting a bunch of plate-lickers.
Save your money and this will help keep the people looking for a free meal from showing up.
IMHO - Seminars work when there is a clear, actionable product sale as the conclusion - not a general process pitch like rollovers or Roth conversions…
[quote=B24]The 5 things your Advisor is not telling you that could cost you money…blah blah, blah.
I like this better than a generic "Retirement Planning Seminar".[/quote]This is a good, safe bet.
[quote=BioFreeze]The name doesn’t matter. Pick an expensive restaurant that people would like to eat at.
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This is not a good idea - SF is correct here.