Forefield Seminars
Seminars are comprehensive, customizable, FINRA-reviewed presentations for use by individual advisors and enterprises. Each seminar is 30-45 minutes in duration, comprised of 20-30 PowerPoint slides, a complete script, and an interactive client workbook.

 

Each seminar comes with an accompanying 3-4 minute FINRA-reviewed video version. The video presentation allows you to fully engage your prospects by e-mailing the link or by posting it on your website. After prospects play the video, they can request more information. We’ll automatically send them a relevant fact sheet and add their contact information to your “My Clients” section. When they fill out a short form, we’ll send them a complimentary “Concept Piece” and add their contact information in your “My Clients” section.

  • 30-45 minutes in duration
  • 20-30 slides
  • Speaker notes and script
  • Client workbooks
  • Video version
  • FINRA reviewed
  • Customizable content and format opportunities for enterprise clients

SEMINAR TITLES:

  • Estate Planning Basics
  • An Introduction to Annuities
  • Variable Annuities
  • Retirement Basics
  • College Planning
  • Advanced Estate Planning
  • Planning for Long-Term Care
  • Investment Basics
  • Retirement Income Planning
  • Financial Planning Basics
  • Social Security
  • Roth IRA Conversion
  • Women and Money

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