Retirement Seminar Packages

Not currently for sale. Expected Fall 2011. Call 866.866.0472 for details.

Complete Retirement Seminar Package

The Complete Package Includes:

• PowerPoint presentation
• Script
• Ad and flyer
• Seminar setup checklist
• Attendee response form
• Full attendee handout package including:
• Attendee outline
• Sample advisor bio
• Appointment questionnaire
• Financial planning form
• Sample company information
• A DVD of Tom delivering this seminar live
• Sample letter to send to HR directors
• Tom's actual appointment scheduling script!
• A sample of Tom's FREE Financial Check-up certificate

Tom has presented this seminar for over ten years, which has been his primary method for generating thousands of prospects and has generated millions of dollars of fees and commissions for his firm and it can do the same for you!

This seminar is updated for 2009 to keep current with all of the new tax laws! Tom has learned that the "canned" or "off the shelf" seminars out there just don't motivate high net worth prospects to action so he created this seminar to specifically target and sign up the really big clients! This package is especially helpful during times like these where many employees are faced with early retirement and they are not sure of all of the technical tax issues they are forced to confront when taking a distribution from their qualified plans at work.

Tom will show you not only how to market to these pre- retirees and attract these qualified prospects to your seminar, but he will also show you how over 80% of the audience will sign up for an appointment before they leave the seminar room!

In this package's PowerPoint presentation you will illustrate to the seminar attendees just how complicated these tax laws are and why they should use you as their financial advisor to help them through this maze! The complete script will show you exactly what to say and when to say it to get people to make appointments with you!

This complete seminar package also includes an actual DVD of this seminar presented live by Tom Gau himself.

Once you use this package and see its proven results, it will be the mainstay of your firm's marketing system, and will be well worth the investment.

Retail Price: $1495 Member Discounted Price: $1295	Qty:
	All Sales are Final

Premium Retirement Seminar Package

The Premium Retirement Seminar Package includes everything in the Complete Retirement Seminar Package plus 100 copies of the Appointment Generator of your choice! For more information about our Appointment Generators, click on the images.

Retail Price: $2595 (Seminar plus 100 copies) Member Discounted Price: $2295	Qty:
	All Sales are Final

Ultimate Retirement Seminar Package

The Ultimate Retirement Seminar Package Includes: The Premium Retirement Seminar Package includes everything in the Complete Retirement Seminar Package plus 200 copies of the Appointment Generator of your choice! For more information about our Appointment Generators, click on the images.

Retail Price: $3195 (Seminar plus 200 copies) Member Discounted Price: $2895	Qty:
	All Sales are Final