In speaking with prospective clients over the years, I have come to realize that many people are invited to financial seminars by advisors, have probably attended one or two, and have been generally disappointed in the presentation they saw. They are either overt sales pitches or they deliver superficial information in a 45-minute presentation. I decided to do this differently. Our meetings, which are over two hours in length, are true workshops. Like many others, we do provide a meal, but that is not the real draw in our eyes; it is delivering valuable, in-depth content.
I have hosted between six and 12 workshops per year since we started our practice. We use a third-party firm to help us identify a targeted mailing list with the right demographics and location. We also develop professional mailers that go out to thousands of households. We describe the meetings as investment strategy and asset protection workshops. We discuss retirement income planning, risk management for investments, tax planning in retirement, Social Security, legacy planning, long-term care, and much more. It is a very complete overview of topics pre-retirees and retirees need to start learning about.
Disclosure: The opinions in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The opinions expressed do not necessarily represent the views of TD Ameritrade and its affiliates. Investing involves risk, including loss of principal. Libertas Wealth Management Group, Inc., is a NAPFA-affiliated, fee-only registered investment advisory (RIA) firm.
Photography by Nick Fancher