CE Presenter Packages
Brand yourself as the "go-to" resource for other wealth planning professionals in your community by teaching continuing education to these potential referral sources.
You'll receive everything you need for professional, interdisciplinary presentations that are practical and relevant to your audience, including speaker's notes, PowerPoint slides and attendee handouts.
Further brand yourself through use of The Forum's personalizable binders and tabs for your attendee handouts. Over time, your attendees will have multiple binders with your name and contact information on their bookshelves, reinforcing that you are the only person they should turn to for their clients' wealth planning needs.
View a sample. (PDF; opens in new window.)
“I gave The Advisors Forum Presents CE Presentation, 15 Practical Applications for Life Insurance, and the response was nothing short of phenomenal! One of the attendees asked me to give an encore presentation to 100 of his colleagues next month. ” Brian Siegel, J.D.
Redler & Seigel, P.C., St. Louis, MO