Introduction to Wealth Planning

A Step-by-Step Approach to Putting
Your Financial Life on the Right Track

INTRODUCTION TO WEALTH PLANNING

Speaker(s): A Mariner Wealth Advisors advisor/senior wealth consultant or, if you would like a speaker from the home office, such as Brian Leitner or George Fernandez, please let us know.

Est. Presentation Time: 30 minutes – 1.5 hours (varies based on topics chosen)

Many of our prospects understand the importance of implementing a wealth plan but feel overwhelmed with where to begin. Introducing a series of manageable steps, we can greatly simplify the process and clarify the importance of developing a plan. In this presentation, we highlight various planning topics to consider, including:

Risk management
Retirement
Investments
Education
Long-term care
Tax, trust and estate planning

This event can be presented by advisors and business development officers in its full format or in an abbreviated format to address the specific interests of the audience.

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?

Several populations that might find this presentation especially helpful include:

Prospects – This event may be especially helpful for prospects who have not yet begun the wealth planning process, as it highlights our capabilities and the value we provide.

Transfer of wealth prospects – Similar to new clients and prospects, clients’ family members who are in line to inherit wealth may believe that, given the wide range of do-it-yourself resources available to them, they are capable of developing a wealth plan on their own. This presentation allows us to highlight the benefits of working with experienced professionals to plan for the future.

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

For those who attended
For those who were unable to attend
Generic version to send to everyone invited

All emails contain a link to a PDF of the presentation from their event: Introduction to Wealth Planning (generic version shown for reference)

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

Estimated Presentation Time: 30 minutes – 1.5 hours (varies based on topics chosen)
A campaign will be created in Compass for all events and all emails will be sent out through Pardot

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.