Back To School Newletter/Calender of events
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Please read Brief there has been some confusion of theme. The Flyer is to Promote our Back to School Theme. The video script provided is just to give you context of my practice and who I am. My Clients Already know me. I would ask Thank you andI look forward to seeing your submission.
I am working on a back to school themed marketing campaign for my clients and their referrals.
My Clients demographic are 55-85.
Net worth of 300K-1.5 mil
Teachers, Police officers, nurses and managers
Many have come from referral as well as seminars.
My Website www.yourlegacyplan.com
We have several arms of business we will be promoting in different ways:
Tax -Uncle Sam
Estate Planning- George
Retirement/ Investments-Lady Liberty
Transitions/Asset Protection/Insurance-Rosie the riveter
This is The Announcement of our theme and upcoming plans
Back to School newsletter :
Volunteer-Sign up
Announcing May registration
Summer School Class overview
June 21-23 2016
Summer school 101- session one
July 12-14 2016
Summer school 102-Session 2
We book in and out of house speaker/teachers:(We will provide the Full schedule, teachers and class times and details in a later mailing in May)
Art
Music
History
Healthcare
Home Ec.
Life Insurance
Estate Planning
Understanding Social Security
Saturday September 17 2016
Homecoming beneficiary event
Survivors guide/ Rosie /Transitions
Caring for Aging Parents
Aging in Place
Understanding Long Term Care
Appraisers/antique road show
October 26 and 27th 2016
Pep rally / senior expo
Volenteers
I have a booth and clients man it.
They all get T-shirts and Free entrance Lunch we book them for shifts
*We collect raffle Tickets and Promote Tax season and Legacy Consulting
November 22 & 23 2016
Pie giveaway/fundraiser/Winter Break
January/February 2017
Field trip to be determined
Based on CLass List
May 20, 2017
Senior prom
Big Party
Zielmarkt/( -märkte)
Current Clients and Referrals
Industrie/Einheitstyp
School
Sehen und fühlen
Jeder Schieber zeichnet eine der Charakteristiken der Marke des Kunden aus sowie den Stil, den euer Logo widerspiegeln sollte.
Elegant
Fett
Spielerisch
Ernst
Traditionel
Modern
Sympatisch
Professionell
Feminin
Männlich
Bunt
Konservativ
Wirtschaftlich
Gehobenes
Anforderungen
Muss haben
- Vintage Theme and Look Please see website
Schön zu haben
- Cleverness and Unique Feel