ECONOMIC & CAPITAL MARKETS UPDATE

Insight to Help You Navigate a Rapidly Changing Economic Environment

Request Event

ECONOMIC & CAPITAL MARKETS UPDATE

Speaker(s): Please work with Katrina Scott to determine the best investment professional for your event.

Est. Presentation Time: 1 hour

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. Topics will be timely and updated on a quarterly basis.

Below are the possible speakers for this event:

Addressing a targeted audience for this event is crucial. When compiling an invitation list, be sure to consider:

Who will benefit the most from this event?
Who are you trying to reach with this topic?
What is the goal for this event?

Specifically, consider clients who have expressed an interest in remaining up-to-date on economic issues and those concerned with how capital markets may impact their investment portfolio going forward. Clients often enjoy attending these presentations on a quarterly basis.

Two follow-up emails are available to send out after the event:

Those who attended
Those who were unable to attend

A deliverable or follow-up piece can be created for the event and a link sent via the email.

Estimated Presentation Time: 1 hour
A campaign will be created in Compass for all events and all emails will be sent out through Pardot
Be specific and intentional on who you invite, this will help determine the speaker

Approved Materials

We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.