Let’s plan an event

Ready to partner with Wealth Enhancement on an impactful client event? Simply fill out the form below to get started. Our event planning team will coordinate the presentation content, venue, speaker(s), and more. We will provide you with regular status updates so that you know exactly what to expect.

Event Request

Full name

Branch location

What is your preferred date?

Is your date flexible?

If your date is flexible, please provide alternate event dates.

If your date is flexible, please provide alternate event dates.
	If your date is flexible, please provide alternate event dates.	Item weight

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Have you hosted an event with Wealth Enhancement previously?

If you're a first-time host, we recommend co-hosting with an experienced FC.

What type of event are you interested in?

What presentation topic are you interested in?

4 Costly Tax Mistakes and How to Avoid Them

Guide to Estate Planning

Your Retirement Countdown

Taking Control of Your Financial Life

Beyond Stocks and Bonds

Federal Tax Legislation Update

Other

Select all that apply

What custom topic are you interested in?

How many attendees do you expect?

Including Charles Schwab employee estimate

Will your branch contribute to the event budget?

Enter $0 if not applicable

How will you measure success of the event?

Examples: Having x number of attendees, certain amount of intros scheduled post-event, etc.

I confirm that I have viewed and read the FC roles and responsibilities form.

View FC roles and responsibilities

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Let’s plan an event