Checkpoint Marketing for Law Firms
Ready-to-Present Seminars

Seminars are effective lead generation tools

Although we live in an age of instant messaging, instant photos and instant internet access, seminars remain more relevant than ever. They help you demonstrate your knowledge, forge stronger relationships, and convert leads. Even pre-seminar marketing activities offer benefits – the act of inviting clients and prospects to your seminar serves as notice that you are an expert in a particular area. Seminars can be quite effective marketing and lead generation tools.

Whether you present your seminar in person at an executive breakfast or online as a webinar, one thing is certain: providing valuable, educational and compelling information to clients and prospective clients will never go out of style.

Seminars and webinars are excellent credibility builders and frequently lead to new business. But don’t just take our word for it. Hear what one of our clients has to say:

Seminars are one of our best sources of new business. People here [in Honolulu] are very compassionate and family-oriented, and relationships between parents, grandparents and children are very strong. Often several generations share the same household. This closeness gives them a sense of the continuation of life through the generations, so interest in estate planning is high, and people really value the information we share. In fact, much of our new business comes from referrals from our clients and people who attend our seminars.” ~ Cindy SwinkSterling & Tucker LLP

The problem is that comprehensive, attractive PowerPoint® presentations can be time consuming and challenging to create.

We’ve done the heavy lifting for you. We have prepared three different ready-to-present presentations to help you showcase your expertise, increase your exposure to new prospective clients, and boost your business:

Each of our seminar presentations is ready for you to download, customize and present – speaker notes are included! Learn more about each of our presentation packages below.

 

 

Estate Planning Seminar

Our Estate Planning Seminar includes a ready-to-use PowerPoint® presentation that enables you to host estate planning seminars quickly, easily and cost-effectively and features:

  • estate-planning-seminar-in-a-boxA professionally-designed, yet fully customizable, presentation geared toward retirees, high-net-worth individuals, business owners, and professionals
  • Speaker notes on each of the 85+ estate planning PowerPoint® slides – which you may rearrange, edit, delete, add to and brand to your firm – for a powerful 90-minute estate planning seminar or webinar
  • Slides cover a broad range of estate planning subjects, including estate tax rates, wills, trusts, life insurance, retirement planning, succession planning, charitable giving, asset protection, gifting and wealth transfer strategies

Estate planning solution bundle

The content, charts and images used in our Estate Planning Seminar PowerPoint® presentation mirror those used in our print and email Estate Planning Guides to ensure consistent branding. Order the Estate Planning Seminar with our online estate planning guide, email estate planning guide or the minimum number of printed copies of our print estate planning guide and save a bundle! Contact us for details.

 

 

Tax Planning Seminar

Our Tax Planning Seminar includes a ready-to-use PowerPoint® presentation that enables you to host tax planning seminars quickly, easily and cost-effectively and features:

  • View sample slidesA professionally-designed, yet fully customizable, presentation geared toward retirees, high-net-worth individuals, business owners, and professionals
  • Speaker notes on each of the 100+ tax planning PowerPoint® slides – which you may rearrange, edit, delete, add to and brand to your firm – for a comprehensive 2-hour tax planning seminar or webinar
  • Slides cover a broad range of individual and business tax planning topics, such as investment strategies, retirement planning, AMT, charitable giving and estate planning

Tax planning solution bundle

The content, charts and images used in our Tax Planning Seminar PowerPoint® presentation mirror those used in our print and email Tax Planning Guides to ensure consistent branding. Order the Tax Planning Seminar with our online tax planning guide (WebTaxGuide), email tax planning guide (Flex-E-TaxGuide) or the minimum number of printed copies of our print tax planning guide and save a bundle! Contact us for details.

 

 

Affordable Care Act (ACA) Tax Overview Seminar

We offer two different Affordable Care Act (ACA) Tax Overview Seminars, depending on your audience: small employers or large employers. Our ready-to-present seminar includes a ready-to-use PowerPoint® presentation and features:

  • View sample slidesA professionally-designed, yet fully customizable, presentation geared toward small employers or large employers (your choice)
  • Speaker notes on each of the 29 ACA PowerPoint® slides – which you may rearrange, edit, delete, add to and brand to your firm – for an engaging 30-45 minutes seminar or webinar
  • Depending on which version you choose, small employers or large employers, slides cover approximately the same information as the print versions

ACA / healthcare solution bundle

Choose the format that best meets your needs to maximize your reach, impact and cost-effectiveness. Save a bundle by purchasing at least one of the ACA Tax Overview Seminar solutions along with at least one print or email versions. Contact us for details.

 

Learn how seminars can help you boost business
Give us a call at 866.240.8477 and schedule an informative Discovery Meeting so that we can learn about you and your business – then, and only then, will we present solutions that we believe will help you achieve your growth goals. Those solutions may include one of these Ready-to-Present Seminar products. Or they may not. Call us today and find out what will work best for your law firm.