Event planning
Your clients appreciate opportunities to learn and to connect with you. We can help you accomplish both through our full-service event management services.
Event planning overview
Our team will put together an engaging, memorable event for your clients. All you’ll need to do is choose a date/topic and invite your clients, and we’ll take care of the rest.
Presentation menu
4 Costly Tax Mistakes and How to Avoid Them
In our most popular presentation, our Roundtable™ Specialists provide thoughtful advice around four common mistakes related to tax planning.
Topics covered:
- The importance of tax diversification
- Planning strategies, such as Roth conversions
- Tactics for tax-efficient RMDs
Guide to Estate Planning
This presentation addresses the common misconception that estate planning is only for the ultra-wealthy. We will walk attendees through the fundamentals of estate planning.
Topics covered:
- Estate planning essentials
- The role of a trustee
- Estate tax considerations
Your Retirement Countdown
Retirement is a journey, not a single point in time. This presentation gives actionable tips that can help clients feel more confident about their next chapter.
Topics covered:
- Essential housing and health care considerations
- Retirement income planning
- Goals-based financial planning
Taking Control of Your Financial Life
Clients might not realize how many financial areas are within their control. This presentation educates investors about key estate tax and investment considerations.
Topics covered:
- Tax planning
- Estate planning
- Investments
Beyond Stocks and Bonds
Clients who are curious about advanced investment tactics, including alternative investments and options strategies, would benefit from this presentation.
Topics covered:
- An introduction to options
- Pros and cons of alternatives
- How to decide whether to use these strategies
2025 Federal Tax Legislation Update
Our advisors break down the major changes set forth in the One Big Beautiful Bill Act and highlight potential action items for clients.
Topics covered:
- New provisions like the senior bonus deduction
- Methods for maximizing deductions and charitable giving
- Steps to create a more effective financial plan
Additional Presentation Options
We are happy to tailor presentations covering any other topics relevant to your clients' needs.
Event menu
Client Dinner & Presentation
- Plated 3-course or buffet style
- Recommended for client presentations or high-value discussions
Alcohol service available (restrictions may apply)
Client Lunch & Presentation
- Shorter format, often in-branch or at a restaurant
- Buffet or plated lunch options
Ideal for mid-day educational sessions
Client Experiential Event & Presentation
- Food determined by experience
- Recommended for high-performing branches or high-value discussions
Alcohol service available (restrictions may apply)
In-Branch Client Event & Presentation
- Happy hour, breakfast, or light bites
- Creates familiarity with the office
Can be casual or semi-formal
Client Appreciation (No Presentation)
- Cocktail reception, hors d’oeuvres, networking
- Focus on relationship-building
Can include activities (wine tasting, golf, sporting events, etc.)
Virtual Presentation (with Optional Event Element)
- Webinar or educational presentation
- Can include mailed kits (e.g., wine tasting, whiskey tasting)
Flexible for wide audience reach
FC Networking
- Focused on financial consultants and professional connections
- Usually cocktail, light fare, or team-building activity
Great for introductions and partnerships
Ready to partner on an impactful client event? Let’s get started.
Schwab Advisor Network® Support
Our team of dedicated business development professionals work actively in each of their local regions to support you and your clients. Reach out to see how they can help.