SEMINARS & WEBINARS
Event marketing is an important part of building your brand, and seminars are a powerful tool to help create rapport, build trust and enhance your credibility. We’ve included turnkey tools and practical guidelines to help you prepare and present effective marketing seminars. We will continue to add relevant content to this site as it becomes available.
Seminar Topics & Supporting Materials
Timeline: Consult Marketing ahead of planning a seminar/webinar. We ask for a 4-6 week heads up, just so we can process the materials and work with our Compliance team on any approvals before you use them.
Important: Before planning your seminar, please make sure to submit the Event Pre-Approval Form (PDF) along with approved marketing materials to cfgprincipal@financialguide.com for approval.
Topic #1: Financial Literacy
Do you know what you should consider when building out the fundamentals of their financial future? Allow us to help!
Covering topics ranging from budgeting to debt reduction strategies to protection planning, this seminar will help you understand your current financial situation, and will provide examples of how to improve it.
Topic #2: College Planning Seminar
Many rank funding higher education as a top priority, yet costs continue to rise significantly, outpacing inflation for decades. This presentation provides an overview of different methods available to fund a college education, including targeted savings vehicles (529 plans, Coverdell accounts), formal assistance programs (scholarships, loans), and cash value life insurance. When used properly, cash value life insurance not only provides a death benefit, it also offers flexibility to help mitigate risks in ways that complement other savings techniques. A case study is used to highlight the value of a plan that incorporates cash value life insurance to help achieve benefits and mitigate risks.
Download social media post – post five weeks leading up to the seminar
Topic #3: Retirement Planning Seminar
Planning for retirement is an important part of someone's long-term financial well-being. This presentation outlines a retirement strategy that includes assets (Growth, Access, Predictable Income) and income alignment (4-box Strategy). This presentation also discusses the importance of envisioning your retirement, estimating your budget, and building your nest egg. Risks during retirement (longevity, inflation, market volatility, health care, excessive withdrawals) are also highlighted. At end of the discussion, the audience should have enough knowledge and confidence to begin developing a retirement plan.
Download social media post – post five weeks leading up to the seminar
Topic #4: Common Money Mistakes
Being able to anticipate money mistakes and financial pitfalls is critical to a person’s long-term financial well-being. This presentation provides an overview of 52 potential money mistakes that can derail a person’s plans. Mistakes and their effects are organized loosely on the 4-part CFPB definition of financial well-being. At end of the discussion, the audience should feel comfortable that they can avoid these in the future.
Download social media post – post five weeks leading up to the seminar
Topic #5: Investment Basics
Understanding the basics of investments is critical to a person's long-term financial well-being. This presentation provides a general outline of various investment vehicles including stocks, bonds, and mutual funds. A discussion of why investing may make sense and an overview of asset allocation based on personal risk profiles are offered. Diversification is highlighted as a key part of any investment strategy. At end of the discussion, the audience should have enough knowledge to understand the difference between various types of equities, and their risks and benefits.
Download social media post – post five weeks leading up to the seminar
Topic #6: Financial Goal Setting
Achieving financial well-being begins with establishing financial goals. Learn how to make specific, achievable, and challenging financial goals for Income, Savings, Retirement, and Debt along with tips on how to reach such goals. At the end of the discussion, the audience should have enough knowledge and confidence to establish two short-term (Income & Savings) and two long-term (Retirement & Debt) financial goals.
Download social media post – post five weeks leading up to the seminar
Topic #7: Becoming Financially Independent
Understanding what it means to be financially independent is critical to a person’s long-term financial well-being. This presentation provides younger audiences a high-level overview of what it means to be truly financially independent: 1) being responsible for all expenses, 2) able to support one’s desired lifestyle, and 3) being prepared for the future. The presentation outlines tasks young people should undertake in their 20s, and identifies the benchmarks they may achieve in their 30s. At the end of the discussion, the audience should have enough knowledge to ‘take the next step’ towards becoming financially independent.
Download social media post – post five weeks leading up to the seminar
Topic #8: Financial Wellness Overview
Help control your financial well-being! This presentation covers the importance of having the capacity to absorb a financial shock, being on track to meet your financial goals, and saving, investing, and estate planning strategies to ensure all your financial worlds are in check.