Question

Topic: Taglines/Names

Need Name For Recurring Financial Planning Seminar

Posted by Anonymous on 125 Points
Help! I am an event planner who needs help with a marketing question.

I represent a financial planner who plans to conduct frequent seminars for clients and prospects. The subjects will vary, but will revolve around topics that help client with important decisions and milestones in their lives. For example: Caring for Elderly Loved Ones (facility options, financial considerations), Education Considerations and Funding, Economic Climate, Roth IRA Conversions. In all cases, industry experts will conduct the seminars. We want to package it as a 2010 Seminar Series with a catchy name that will draw interest to the seminar.

Your thoughts are greatly appreciated! Thank you so much!
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RESPONSES

  • Posted on Author
    I like it. I really like the "How-To Seminar Series". Since most of his clients are wealthy, I would perhaps swap Wealth for Money.

    My one concern is focusing the seminar title solely around money. For example, our first seminar covers elderly care facility options. It also covers the financing of them, but I think it would send the wrong message to say selecting the right facility is about keeping your money rather than making the right choices in life for yourself and others.

    Thank you for your response! It has me thinking...
  • Posted by tracyp on Accepted
    How about something like "Life's Big Decisions: The Expert Series" -- which calls attention to the fact that you have experts in the subject area to present the topic?

    --Life and Wealth Decision Seminar Series
    --GoalTrack Seminar Series (How to get on track with your life goals and financial dreams)
    --WealthWise Seminar Series
  • Posted by Jay Hamilton-Roth on Accepted
    Planning For Contingencies
    The Life Planning Series
    Healthier, Wealthier, and Wiser Seminars
  • Posted on Author
    Thank you so much for your responses. I really appreciate the help!

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