Dining Event Seminar: Your Retirement Game Plan

Four moves to help your money last

Just as position, strategy, control, and timing are important factors in a game of chess, they are key considerations in developing a game plan to avoid running out of money in retirement. This seminar focuses on investing retirement assets for income, growth potential, and stability; choosing retirement plan distribution methods to help a portfolio go the distance; tapping retirement accumulations and making the most of all income sources; utilizing financial vehicles that could provide a lifetime income stream; and addressing a potential income shortfall.

Focus: Retirees and pre-retirees who are about to retire
Target Market: 60 to 75

View Samples



Personalized Workbook

Image List

Topics Include

  • Sources of retirement income
  • Retirement plan distribution rules
  • Tax implications of various distribution methods
  • How withdrawal rates affect the longevity of a portfolio
  • IRA rollover considerations
  • Asset allocation models
  • Fixed-income and income-producing investments
  • Market performance and volatility
  • Lifetime income using annuities


Public dinner seminars continue to be the most effective prospecting method for advisors to quickly build a book of business. When paired with a powerful invitation, there is no better way to get in front of groups of qualified prospects.

If you decide today to hold a dinner seminar, you can be in front of a crowd in about 40 days. What other marketing campaign has the potential to yield a 3:1 return in less than two months?


Our dining event seminar package has everything you need to promote and conduct an effective seminar, including:

  • A professionally themed presentation
  • 75 images in length
  • A fun Q&A trivia segment that tests attendees' knowledge before the presentation
  • Short video segments that introduce each section of the presentation
  • Wedding-style invitations
  • Attendee workbook


When you purchase direct mail invitations and workbooks, your seminar presentation is FREE for a limited period!

We understand the financial commitment when purchasing a top-quality seminar system. Our program removes the price barrier because we are including the seminar at no additional cost!

Order a minimum of 2,500 premium wedding-style invitations and 50 attendee workbooks and get the presentation for free. Access to the presentation will expire in 60 days, which allows time to learn the material and conduct the seminar.

Call a seminar marketing consultant at 800-233-2834 for more details.

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