Do you invite your clients to informational meetings throughout the year?  If  not, you are missing out on a great opportunity to:

• touch your clients
• offer them valued-added information, AND
• meet new prospects!

At Gremler Financial Group we hold one or more client events each month AND we always ask clients to bring a friend who may be interested in the topic.   What a great opportunity to introduce yourself to new contacts and briefly tell them what you do.  These events can be held at no cost or very low cost to you!

Here is a sample of some of the events we have held or have planned so far this year:

• Today’s Markets, Economies and Investment Strategy
• Estate Planning
• Decades of Deficits – What Difference Does it Make?
• How the Six Dimensions of Wellness can Enrich Your Life
• Medicare / Medicaid – Important Info You Need to Know
• Appraise and Protect Your Gold, Silver and Diamond Jewelry –  Attend and receive a free jewelry appraisal valued up to $150 and a complementary review of your insurance coverage
• Exclusive Client Event:  A night of fine dining at Fleming’s Prime Steakhouse and Wine Bar for you and your guest(s) – You will hear timely information on the economy, the future of interest rates and inflation as well as commentary on today’s markets.  At the time of RSVP, you must provide the name of your accompanying guest.
• What You Need to Know About Social Security

For ALL of these events the guest speaker/sponsors are more than willing to provide coffee, cookies or even a meal.  Your job is to:

1. Pick a topic and secure a speaker
2. Secure a location
3. Schedule the event
4. Submit invitation, outline, slides, etc to compliance for review (if applicable)
5. Send out email or direct mail invitations .  (SEE THE ATTACHED SAMPLE INVITATION.  We can help you draft and print if needed!)
6. Collect RSVPs
7. Check people in as they arrive
8. Introduce yourself at the beginning (especially for the benefit of any non-client guests in the audience)
9. Introduce the speaker
10. Provide a wrap-up and thank attendees for coming

Call and ask us about our client events.  This is a great value-add and a great chance to meet new prospects!

Seminar Invitation