1. MARKETING TO TRUSTEES WEBINAR “TRUSTEE SCHOOL”

2. BENEFIT TO US Personal Relationships Increase Referrals
Trustees
Other Speakers
Increase Referrals
Working Relationships
Build Brand

3. BENEFIT TO TRUSTEE Education Business From Us Credits Free Convenient
Stay cutting edge
Business From Us
Credits
Free
Convenient
Keep It Practical

4. WHAT ARE WE SELLING? SSSNT 3rd Party SNT EP EA Guardianships
Probate Litigation
Petitions

5. WHO TO INVITE Professional Trustees Entire Trust Department
Probate Court List – Approved Fiduciaries
Department of Banking
Google
Special Needs Trustees - Pennsylvania
Individuals in dept
Contact information

6. TIMING Spring or Fall Friday 9:00 a.m. - 3:00 p.m. One Hour Lunch
Speakers on Track

7. LOCATION City Convenient to Trustees Well Known Facility
Full Service Facility
Meeting room
Food service
Separate dining area
Small Group Feel

8. CLE CREDITS State Bar Association Outline of Program Speaker Bios
Calculate CE Hours
Sufficient Time for Approval

9. FIRM REPRESENTATION Check-in Receive CE Submissions Drawing
Mingle with Attendees
4 – 6 People
Each Department

10. FOOD Light Breakfast Full Lunch/Menu Choices Buffet Sit Down
Networking
Separate Dining Area
Spread Out Firm Members

11. COST $3,000 - $3,500 Less Than One File Venue Food
Binder and Materials
Name Tags
Invitations

12. COST
cont’d
Mailings
Handouts
I-Pad

13. HOT TOPICS
MSA
SSA
DPW
Pooled Trusts
Resources for Trustees
Panel

14. SPEAKERS From Firm Remainder Outside SSA DPW Pooled Trust / ED
UCP – Public Benefits Advocate

15. F/U LUNCH F/U Phone Calls Individual Lunches Different Members of Firm
Thanks
Questions
New cases
Individual Lunches
Different Members of Firm
30 Days

16. EVALUATIONS 10 Questions Rate Improve Hand in with CE Credits Programs
Topics
Speakers
Improve
Hand in with CE Credits

17. Q&A
During Presentation
At Conclusion
Speaker’s Preference

18. NAME TAGS Important Identify guests Guests identify guests
Guests identify us
Lanyard
Plastic
Reusable

19. HANDOUTS Pens Binders Cards Agenda Bios Speaker materials BLG SRs
Note pads

20. SPECIAL REPORTS SSSNTs MSA SPT Lien Resolution Guardianship
3rd Party SNT EA EP

21. MARKETING TO TRUSTEES WEBINAR