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To place your order (view price chart), or to request printed samples and more information, call 800-227-0498 or email.

Home › Financial Planning Guides › Estate Planning Guide

Time-saving PowerPoint® estate planning seminar for marketing accounting, law, trust and financial advisory services

Estate planning seminars are a proven way to develop and strengthen client relationships because they provide opportunities to demonstrate your expertise and talk face-to-face with participants. But putting together an estate planning seminar PowerPoint presentation can be a time-consuming chore.

PDI Global’s Estate Planning Seminar-in-a-Box gives you a ready-to-use PowerPoint estate planning seminar presentation — complete with speaker notes — that enables you to conduct estate planning seminars quickly, easily and cost-effectively. This customizable estate planning seminar program features:

  • A professionally designed, image-enhancing presentation — aimed at business owners, professionals, retirees and high-net-worth individuals — you can personalize with your firm’s logo and contact information
  • Approximately 80 PowerPoint slides with speaker notes (roughly a 90-minute estate planning seminar presentation) you can edit, rearrange or leave out as you like
  • Easy-to-read slide copy — including charts and graphs — on a broad range estate planning subjects, including estate tax rates, wills, trusts, life insurance, retirement planning, succession planning, charitable giving, asset protection, gifting and wealth transfer strategies

The graphics, images and copy used throughout the Estate Planning Seminar-in-a-Box PowerPoint presentation are based on our Selecting the Best Estate Planning Strategies print estate planning guide, available in electronic and print formats, but can be used with our without the print guide.

Use this PowerPoint estate planning seminar presentation to market your services

When your order Estate Planning Seminar-in-a-Box with our online estate planning guide or our email estate planning guide — or with at least 200 copies of print estate planning guide — the price is just $195. Otherwise, the price is $495.

Click on the link at left to view sample slides and see why our Estate Planning Seminar-in-a-Box should be part of your marketing and client communications program. Then call 800-227-0498 or email information@pdiglobal.com to order this powerful estate planning niche marketing and business development tool for your firm.