6 Financial Planning Seminar Topics that Will Bring In More Leads

financial seminar

It’s on you, as a financial advisor, to decide what matters most to your clients. Do you focus on retirement planning or estate planning? A younger demographic or older? You get the picture.

While there are endless seminars topics  to cover, it helps to speak on topics that are related to your specific niche of financial planning. Here, we are going to give you a few generic financial planning seminar topic ideas to get you started. 

6 Seminar Topics to Capture Financial Advisor Leads

1. “Financial Planning 101 for Early Investors”

If your main audience is in their 20s or 30s, you may want to consider hosting a financial planning 101 seminar to discuss: 

  • 401k
  • Budgeting
  • Investing Strategies

You can then take some time in the end to discuss the value of having a trusted financial partner early on can help them fiscally in the long run.

2. “Student Loan Repayment: What Are Your Options?”

Another topic idea for your younger clientele would be to have a seminar where you would walk through their student loan repayment options. Many recently graduated young adults feel at a loss when it comes to student loan repayment, and you can serve as their guide through the process!

3.“College Planning for your Kids”

Let’s say that your main focus is on family financial planning. 

Many families don’t know their options when saving for their kids’ college education. As a financial advisor, you can host a college planning seminar where you can discuss things like budgeting or a 529 account.

4. “What You Need to Know About Estate Planning”

Estate planning is another big topic to discuss that fits under the family financial planning niche. Parents want to ensure that their children are taken care of even when unforeseen events happen. Estate planning is no fun topic to discuss with parents, but it is essential to ensure their children or family is well cared for financially.

5. “Social Security & Medicare Planning for Beginners”

When you age, there are certain questions you want answered like: 

  • How much will I get from Social Security? 
  • Will Social Security exist still when I retire? 
  • What do I need to know about Medicare?

And, these are all great questions that you can answer in person so that your audience can ask you more questions on the spot. A lot of individuals in this age demographic value in-person events over virtual events, and being there for them in person will show them that you will do what it takes to help them out.

6. “You’re 55+. Now What?”

On top of answering questions about Medicare and Social Security, you can also have a seminar where you can discuss retirement planning for those who plan to retire in the next 5-10 years. You can talk about cashing out a 401k, making a retirement budget, or investing during retirement. You have the floor to make this topic your own and provide value to your attendees. 

Educate. Connect. Convert. 

We know how hard it is to maintain the day-to-day operations of a financial planning business while also trying to work on financial services lead generation too. We get it. We do. 

That’s why at KeyWave Digital, we help financial advisors just like you take lead generation by the reins and drive exponential growth through seminar marketing.

Ready to make your next seminar a success? Our seminar specialists can help you out! Contact our team at KeyWave Digital to start the conversation today!


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