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If you have further questions or concerns, please give us a call at 888.930-7233.

Name:(Required)

First Last

Email:(Required)

Phone Number:(Required)

Company Name:(Required)

Safe Money Event Type(Required)

Safe Money Event Price:(Required)

Price:

If this amount is incorrect, please return to events page.

Lead Management

Do you want lead notifications to be sent to any additional email addresses?(Required)

Yes

No

By default, your leads are sent to your email address.

Please provide the main point of contact's information.(Required)

Please include name, email address and phone number.

Additional Email Address(Required)

Enter in the additional email address(es) you would like leads sent to. Please separate multiple email addresses with a comma.

Event Information

How many dates are you registering for?(Required)

One Date

Two Dates

Choose your event topic(Required)

Retirement Income Planning

Social Security

Taxes & Retirement

Estate Planning and Maximization

IRMAA Navigator

Alternate Topic

If you choose an alternate topic, it will not be guaranteed.

Please enter your alternate topic(Required)

Please note: Alternate topics are not guaranteed per our best practices.

First Date Details

First Date:(Required)

Event Start Time(Required)

:

Event End Time(Required)

:

Name of the Venue(Required)

Venue selection is very important to the success of your campaign. We suggest reviewing our best practices to ensure event success. https://bit.ly/2S8xP1R

Venue Address(Required)

Street Address City State ZIP Code

Please provide any specific directions if necessary.

Examples: parking, buildings, rooms, etc.

What is the total number of people the venue can hold?(Required)

What is the set menu for your dinner seminar?(Required)

Be as specific as possible. The menu is a very important factor in the success of your event as imagery has a huge impact on ad click through rates. We recommend providing several options for guests so varying tastes and preferences are accounted for. Having a steak option always helps drive higher attendance.

Do you have any additional notes?

Make sure to add any special notes or comments you have for this event.

Second Date Details

Second Date:(Required)

Second Date Start Time(Required)

:

Second Date End Time(Required)

:

Do you have any additional notes?

Make sure to add any special notes or comments you have for this event.

Presenter Information

Presenter's Name(Required)

First Last

Please provide a company or personal biography for the presenter.(Required)

You can also provide a link to the bio if you prefer.

What is the presenter's state license number?

If applicable.

Is the presenter a registered rep?(Required)

Yes

No

Please write out any disclosures we will need to include.(Required)

We will need these every time you fill out a questionnaire to make sure your campaign is not delayed.

Please upload a photo/headshot of the presenter.

Max. file size: 50 MB.

Please upload your company logo

Max. file size: 50 MB.

Submission Review

{all_fields} 216.73.216.35

Terms and conditions apply for guaranteed reimbursements:

View our Best Practices/Terms and Conditions HERE.

Total

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