One of the more popular prospecting strategies for financial advisers over the ... of expert advice - straight to your e-mail. Invitations to the seminar go out to many individuals in a certain ...

Over the past three years, the seminar marketing ... This new approach has caused financial professionals to adjust their strategies, from how they manage planning and executing the events to ...

The invitation is for dinner at one of ... Sachs has hosted seminars on various financial planning topics as a way to market his services but hosts them in his office and skips the food.

will give a financial seminar to students to discuss saving strategies, financial emergency planning, life insurance planning, disability income planning and more. This seminar is especially relevant ...

“Instead of a topic like ‘Effective Financial Planning,’ which is flat and boring ... be sure to qualify all invitees by clearly stating the following on your invitation: Please note that this seminar ...

The Union County Young Professionals group has scheduled a financial-planning and resource session for members and others next month. The seminar, called Cash Blues: Financial Planning and ...

On Friday, that is exactly what Stephanie Shanor, a certified public accountant in public practice in Oklahoma City, had all of the women attending her seminar do at the top of a budgeting sheet.

"This motivational seminar is for women who want to learn how to improve the quality of their financial lives right away," Richey said. "Specific tools are introduced to help women understand how ...

The next financial planning seminar will involve a discussion and reflection among participants about financial planning for and during retirement. An introductory panel of George Suart and Fred ...

Jose Carbajal was a guest speaker at a financial planning seminar in Downey that had six attendees at the time of his arrest. He was booked into the Lakewood Sheriff's Station in lieu of $325,000 ...