Advisor Event Pre-Registration
Producer Information
Advisor Name
*
First Name
Last Name
Advisor ID
*
AA ID
Advisor Name
*
First Name
Last Name
Advisor ID
*
AA ID
Advisor Name
*
First Name
Last Name
Advisor ID
*
AA ID
Advisor Name
*
First Name
Last Name
Advisor ID
*
AA ID
Sales Manager Name
First Name
Last Name
Event Information
Event Title
*
Date of Proposed Event
*
/
Month
/
Day
Year
Proposed event date must be a MINIMUM of 14 days from the submission of this form
Time of Proposed Event
*
AM
PM
AM/PM Option
to
until
AM
PM
AM/PM Option
Type of Event
*
Location of Event
*
Virtual
In Person
Please Provide Event Address
*
Street Address
Street Address Line 2
City
State
Postal / Zip Code
Who will be hosting this event?
*
Who is the intended audience for this event?
*
What topics will be discussed?
*
Additional Event Information
Presentation Materials
Will you be using a presentation?
*
Yes
No
Will you be providing handouts?
*
Yes
No
Will this event have a question and answer session?
*
Yes
No
Will there be a raffle?
*
Yes
No
Please provide details regarding drawing
*
Advertising and Invitations
How will this event be advertised?
*
Email - from advisor
Email - from event host
Social Media
Will not be advertised
Other
How will people be invited to this event?
*
Email - from advisor
Email - from event host
Social Media
No invitations will be sent
Other
Sponsorship
Will this event be sponsored?
*
Yes
No
Please provide sponsor name
*
Please provide sponsorship amount
*
Is the sponsor a provider of financial services or products?
*
Yes
No
Fees
Will attendees pay you a fee to attend this event?
*
Yes
No
Expenses
Estimated Total Cost of Event
*
Estimated Cost Per Attendee
*
Additional Items
Notes
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