Presentations by Topic
Presentations by Provider
Compliance
Financial Advisor giving educational seminar presentation
TOPICS

Workshops for
Financial Advisors

Whether you’re planning a seminar or webinar, you have several workshop topics to choose from. Talk with your Executive Marketing Consultant to determine the best workshop topic for you based on your target audience, location and other factors.

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Compliance

Presentations for Your Upcoming Workshop

We work closely with the content providers listed below to offer you presentations that align with our marketing message. You are responsible for making sure any of these slide decks are approved by your Compliance Team. In most cases, our content partners offer a discounted rate to White Glove advisors.

Presentations by Topic
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Financial Advisor giving educational seminar presentation
Presentation example
Messaging

Plan on using your own deck?

If you already have a slide deck that you created, purchased elsewhere or that was provided to you, you are welcome to use it for our workshops. However, we ask that you send your EMC a copy of your presentation so we can confirm that it aligns with your topic and the marketing message we are advertising to get people to register.

TOPIC

US Workshop Presentations Offered by Topic

Base Topics

$249 per attending household
Medicare 567
Social Security 567

Premium Topics

$299 per attending household
College Planning 567
Estate Planning 567 - For Advisors
Estate Planning 567 - For Attorneys
Taxes in Retirement 567

Premium Canadian Topics

$299 USD per attending household
Estate Planning
Retirement Helper - Tax
TOPIC

US Workshop Presentations Offered by Provider

Broadridge
Covisum
Horsesmouth
RSSA
Stonewood Financial
Advice2Advisors
Advisor Research Group