PLAN AN EVENT

Presentations & Invitations

Pacific Life What’s Your Beneficiary – Planning IQ?

The Standard What Plan Committees Must Do with the 408(b)

Hartford Overcoming the Bottleneck in your Business

Allianz Family, Legacy & Discovering What’s Really Important

Allianz Navigating the Financial Impacts of Caregiving

Pacific Life Your Risks, Options and Choices in Long-Term Care

Pacific Life What You May Not Know About Long-Term Care

TRowe Price Planning for Retirement Health Care Costs

Pacific Life IRA Rollovers: Understanding Options

Franklin Templeton 2020 Vision: The Case for Equities

Franklin Templeton Take Control of your Financial Future

Brighthouse Keeping Perspective in Volatile Markets

Franklin Templeton 6 Barriers to Investment Success

Franklin Templeton Emotions Expectations and Economics

Franklin Templeton Keeping More of What You Earn

JP Morgan Principles for Successful Long-Term Investing

Prudential Understanding the Retirement Red Zone Challenges

Prudential Planning with Protected Lifetime Income

Jackson National Protecting your Retirement Income

Nationwide Women & Retirement: Holistic Planning for your Retirement

Equitable Considerations for a Successful Retirement

Delaware Life Social Security: Making The Right Choice

Pacific Life Understanding Social Security Benefits

Prudential Maximizing Social Security & Managing Healthcare Costs

View resources for a different step in the event planning process:

    Step 1: Compile Pre-Event Materials

    Step 1: Compile Pre-Event Materials

    A pre-event checklist and documents needed to begin preparing for your event.

    Step 2: Set a Date + Get Support

    Step 2: Set a Date + Get Support

    Choose a wholesaler based on the vendor support type, coordinate dates & times.

    Step 3: Choose a Presentation and Invitation

    Step 3: Choose a Presentation and Invitation

    Browse pre-made presentation and invitation options by event type.

    Step 4: Order Branded Gifts

    Step 4: Order Branded Gifts

    Order small, branded gifts for participants who attend your event.

    Step 5: Submit Reimbursements

    Step 5: Submit Reimbursements

    Choose a wholesaler based on the vendor support type, coordinate dates & times.

    Step 6: Post Event Essentials

    Step 6: Post Event Essentials

    Get follow up resources to your event, as well as new-client resources you may need.