ECONOMIC AND CAPITAL MARKET UPDATES
One of Mariner Wealth Advisors’ senior investment professionals will provide insight into today’s economic environment and capital markets, including the impact it could have for your clients.
HOW TO BE HEALTHY IN YOUR WEALTH AND WEALTHY IN YOUR HEALTH
Tips for improving your physical and financial well-being.
Financial and physical health are inextricably linked. Do your clients and prospects understand how their health can have an impact on their wealth?
INTRODUCTION TO WEALTH PLANNING
A detailed approach to why it’s important to create a plan to help you reach your financial goals.
This presentation breaks down the components of a wealth plan into manageable, actionable steps. It helps clients begin the process of planning for their financial future and illustrates to prospects the value of working with Mariner Wealth Advisors.
IT TAKES A VILLAGE
Real women. Real conversations. Real solutions.
A series of events created specifically for women that focus on personal and professional topics. By sharing solutions to common challenges, these events are a great way to strengthen relationships.
PROTECT YOUR DATA TO PROTECT YOUR FUTURE
Practical tips for ensuring your personal security
This presentation discusses personal security and tips for securing your guests’ personal information.
THE TAX CUTS AND JOBS ACT OF 2017
Navigating the Tax Law Changes as they Relate to Your Financial Future
The Tax Cuts and Jobs Act of 2017 (TCJA) had far-reaching implications for individuals, families and businesses. In this presentation, we walk clients through how TCJA’s changes may impact their financial future.
CHARITABLE GIVING
Tips to Help You Identify Causes and Maximize Your Impact
In this two-part event, we begin by offering tips to help clients choose a charity to support while maximizing their impact. The presentation is followed by a charity fair, providing clients an opportunity to meet with representatives from different charities and learn about their organizations.
LONG-TERM CARE
Long-Term Care Decisions – Your Family’s Most Difficult Conversation
In this interactive discussion, we address various long-term care options, provide strategies for how to begin this difficult conversation with your loved ones, and highlight the most important issues to consider as you begin to plan. This event includes two versions – one for caregivers and one for care recipients.
HAVE AN EVENT IN MIND?
SIMPLIFY & STREAMLINE
your event planning process
You asked, we delivered. Practice management and marketing have teamed up to simplify the process of planning, hosting and following up on events. Event in a Box provides you with what you need to gather and educate clients and prospects, including:
- Print invitations, including envelopes
- Digital invitations with unique RSVP link
- Digital reminders
- Digital follow-ups
- Pop-up banners (shipping charges may apply)
- Presentation decks
- Nametages
Marketing Material
Compliance-approved and ready to use, including digital and print resources for use before, during and after the event.
Internal Guest Speakers
Providing direct access to a wide breadth of experience across the organization.
New Events Added Quarterly
Relevant, timely topics to meet your clients’ needs.