Our clients and customers are constantly bombarded with information: television, internet, direct mail, radio, all claiming to have the answers to financial security and future prosperity. It is not surprising that so many are confused and subject to scams and misinformation. My goal is to provide a trusted place with solid, practical information by notable financial and business institutions: a forum where professionals of retirement age can leave with real options, valuable contacts, and a plan.
The Estate and Retirement Planning Summit will effectively and directly connect individuals with financial services companies, retirement and estate planning firms, long-term insurance providers and elder care advocates. The Kaiser Center will provide a beautiful setting where companies will interact with our private clients, who are from diverse backgrounds, and include corporate professionals, members of Bay Area church congregations, elderly persons and entertainment and sports retired professionals. The expo will allow clients to network, interact, and get information comfortably and securely, without being sold on products and services they do not require.
The Estate and Retirement Planning Summit gives your company the opportunity to have face-to-face interaction with clients and creatively display your products and services. The Summit will also provide your company with the opportunity to sponsor a non-profit organization that is making a difference in the Bay Area community. The Summit will include a lunch reception, allowing for additional time to forge relationships and network.
We would like to invite you to take part as a corporate sponsor for the 2022 Estate and Retirement Planning Summit. This will be an excellent opportunity to market your company with a select customer base through online and print promotion of the event, and if you choose, to have your company at the event to table.
This document provides detailed information about the event, along with sponsorship commitment levels and benefits. It is our goal to present premium products and creative strategies to provide maximum exposure of your business. We hope you will virtually join us on June 25, 2022.