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CULTURE: Caring, respect and integrity
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Click to request a seminar / workshop |
Seminars / Workshops
Investor Services, LLC
can provide your group, organization or business with informative educational seminars
and workshops that focus on key wealth management topics to help your members, clients,
or employees achieve their lifestyle goals and objectives.
These seminars and workshops are designed to deliver reliable information from our
member Specialists on a no-obligation basis and no company's product or service
will be solicited.
Select from a wide variety of important topics including:
- Long Term Care Insurance
- Life and Disability Insurance
- Investment Products
- Reverse Mortgages
- Estate Planning *
- Elder Law *
* For Estate Planning and Elder Law topics key into the "Other Subject" section
of our Information Request Form. For more information click to request a seminar/
workshop.
If your members, clients, or employees feel that the information was of particular
value to them and they wish to follow-up with the Specialist conducting the event,
a form will be made available to them after the seminar or workshop at their request.
- Seminars and workshops are approximately one hour including a ten to fifteen minute question and answer segment.
- Investor Services requires a minimum 10 person attendance requirement with respect to seminars and workshops.
- In order to properly prepare for the seminar or workshop, Investor Services requires consumer groups and organizations to provide thirty (30) days advance notice.
- A final attendance count along with the first and last names of the event participants will also be provided one week prior to the scheduled workshop or seminar date.
Seminars For Long Term Care | Long Term Care Insurance Seminars | Investor Services Specialist Network |
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