Ready to energize your next event by planning an interactive experience that gets your clients talking? Our Top Client Events Flyer simplifies planning by organizing ideas into key areas:

  • Types of Client Events – From interactive experiences to seasonal celebrations, explore formats that foster connection, fun, and learning.
  • Annual Event Planning – Build a well-rounded calendar with a mix of appreciation, education, and community-focused gatherings.
  • Dive into Various Event Styles – From Interactive experiences, Seasonal & Themed Fun Events, Food & Drink Centered Events, and more.

Explore the flyer for inspiration and watch for your invitation to an in-depth webinar on Thursday, November 20th, at 2:00 PM ET, where we’ll walk through how to bring these ideas to life.

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CSA251000-1026 For financial professional use only – not for use with the general public. Various state insurance regulations, as well as other state regulators, prohibit the “gifting” of items, which may include entertainment expenses incurred by a financial professional in excess of a certain dollar value. Be sure to check your state’s requirements and/or your firm to ensure that you are complying with your specific state’s limitations and guidelines.

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