--- title: Review This Checklist Before Hosting Your Next Financial Planning Seminar description: Checklist for preparing for your next educational financial planning seminar. image: https://www.covisum.com/hubfs/9934_WEB_Covisum_seminar-checklist-social-graphics_FB.png --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) # Review This Checklist Before Hosting Your Next Financial Planning Seminar [IN THE NEWS  |  ](https://www.covisum.com/blog/topic/in-the-news)6/20/18 9:44 AM  |  by [Lauren Laferla, Director of Communications](https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager) ![Review this checklist before hosting your next financial planning seminar](https://www.covisum.com/hs-fs/hubfs/9934_WEB_Covisum_seminar-checklist-social-graphics_FB.png?width=1053&name=9934_WEB_Covisum_seminar-checklist-social-graphics_FB.png) When done correctly, educational financial planning seminars are a great way to [attract new clients](https://www.covisum.com/marketing-your-financial-practice). Start the planning process by reviewing this checklist and make your next seminar a success. - Select a [seminar topic](https://www.covisum.com/blog/6-financial-planning-seminar-topics-that-will-attract-prospects-and-how-to-deliver-them). - Is the topic specific? - Is the topic important to the financial well-being of the attendees? - Does it challenge prior assumptions attendees may have? - Make education the objective of your seminar. - Have you removed any wording that could make your presentation sound like a sales pitch? - Are you positioned as a financial subject matter expert? - Are you partnering with a trusted community resource like a public library or a university? - Market your seminar. - Have you mentioned the seminar on your website? - Have you promoted your upcoming financial planning seminar in client communications, such as newsletters and emails? - Are you promoting the approaching seminar on your social media channels including: LinkedIn, Facebook, and Twitter? Remember, the key to a successful financial planning seminar is to avoid a sales agenda and instead focus your attention on educating attendees. Once you’ve completed this checklist, [check out our guide](https://www.covisum.com/blog/seven-steps-to-a-successful-seminar) for creating an effective seminar presentation.   ### Share this article [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fblog%2Freview-this-checklist-before-hosting-your-next-financial-planning-seminar%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Freview-this-checklist-before-hosting-your-next-financial-planning-seminar%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fblog%2Freview-this-checklist-before-hosting-your-next-financial-planning-seminar%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Freview-this-checklist-before-hosting-your-next-financial-planning-seminar%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Review%20This%20Checklist%20Before%20Hosting%20Your%20Next%20Financial%20Planning%20Seminar) [![Share on Pinterest](https://static.hubspot.com/final/img/common/icons/social/pinterest-24x24.png)](http://pinterest.com/pin/create/button/?url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Freview-this-checklist-before-hosting-your-next-financial-planning-seminar%3Futm_medium%3Dsocial%26utm_source%3Dpinterest&media=http%3A%2F%2Fcdn1.hubspot.com%2Fhub%2F158015%2F305390_10100548508246879_837195_59275782_6882128_n.jpg) [![Share on Email](https://static.hubspot.com/final/img/common/icons/social/email-24x24.png)](mailto:?subject=Check%20out%20https%3A%2F%2Fwww.covisum.com%2Fblog%2Freview-this-checklist-before-hosting-your-next-financial-planning-seminar%3Futm_medium%3Dsocial%26utm_source%3Demail%20&body=Check%20out%20https%3A%2F%2Fwww.covisum.com%2Fblog%2Freview-this-checklist-before-hosting-your-next-financial-planning-seminar%3Futm_medium%3Dsocial%26utm_source%3Demail) ## Related Blog Articles [ ### In The News 4 Tips to Simplify Planning Your Next Financial Seminar Read ](https://www.covisum.com/blog/4-tips-simplify-planning-financial-seminar) [ ### Free Download 6 Financial Planning Seminar Topics that Will Attract Prospects and How to Deliver Them Read ](https://www.covisum.com/blog/6-financial-planning-seminar-topics-that-will-attract-prospects-and-how-to-deliver-them) [ ### Marketing Financial Literacy Month: Hosting Educational Seminars Read ](https://www.covisum.com/blog/financial-literacy-month-hosting-educational-seminars) [See All Articles](https://www.covisum.com/blog) ## Covisum’s ecosystem of solutions can help you grow. 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