For Your Financial Planning Seminar
In order to make the appropriate arrangements for your upcoming financial planning please complete this form.
Feel free to call us at (416) 979-7979 or toll free at (800) 265-4870, if you have any questions or concerns.

Type of Event:

Name, Address & Telephone number of Venue:

Major objective of this event:

Audience Size (approximate): % men % women

Audience Type (general description):

Title of speaker's presentation:

Are there any topics you would like to stress , if possible?

Are there any topics you would like the speaker to avoid?  (strips, equities, etc.)

Attire:

Name and title of introducer:

Are there any hosts that should be mentioned?
Any specific products to mention?
Are there any reps/FA's that should be mentioned?
What is the exact schedule of events for this speaker?
Event start time:         
Speaker start time:    
Event over at:              
What is on the agenda prior to the speaker's presentation (i.e. other speakers, 
entertainment, etc.)?
What is on the agenda directly following the speaker's presentation?
Who spoke at your last event?
If this speaker could leave your group with two thoughts, what would they be?
Current challenges/problems experienced by your industry?
Speaker's contact prior to event:
Name: 
Title: 
Tel: (work) 
Home: 

Speaker's contact at event:
Name: 
Title: 
Tel: (work) 
Home: 

Company name: 
Your name: 
Title: 
Your e-mail: 
Phone: 
Fax: 

Mailing Address:
Street:         
 
City: 
Province/State: 
Postal Code/Zip:
Country: 

Thank you!
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