Three Proven Workshop Programs to Engage and Convert Qualified Prospects
Connect With Qualified Prospects Through Retire Right Workshops
The Retire Right Workshops platform connects consumers with in-person educational events in their area, filtered by state and topic. For advisors, Hub manages workshop registrations, tracks attendance, and keeps your follow-up pipeline organized, so every interested consumer who walks through the door has a clear path to the next conversation.
Build Your Brand With Advisor-Branded Educational Workshops
Deliver your own branded presentations in a professional, personalized setting that helps you educate consumers and engage qualified prospects. Workshops can be hosted in person or virtually, giving you the flexibility to connect with motivated audiences wherever they are.
Engage Consumers Through Trusted Non-Profit Financial Education Workshops
In partnership with the American Financial Education Alliance (AFEA), advisors can deliver trusted financial education through webinars or live workshops. These community-based events, often hosted at libraries, colleges, or community centers, help you connect with motivated consumers in a credible educational setting.
Compare Workshop Solutions & Find Your Perfect Fit
Ready to Put the Right Prospects in the Room?
Tell us about your market and we’ll show you which workshop program fits best.
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