Key Resources for Hosting the Feldman Forum
Key Resources for Hosting the Feldman Forum
Feldman Forum resource page on Agency Portal: In the Portal A to Z index, select Feldman Forum.
Venue registration website: 2016FFvenue Guest registration website: 2016FF
Register your venue at 2016FFvenue
Save the email you get after registering the venue - it has info you will need later.
Read the best practices articles on the Feldman Forum Agency Portal page to learn ways to promote agent attendance as well as ways to make the agents' guests feel welcome at your office.
Email or print and give the Feldman Forum promotional flyer to agents. Make sure agents know that they can host the event at a separate venue.
Reserve the venue where you will host the event.
Register your venue at 2016FFvenue
Save the email you get after registering the venue - it has info you will need later.
Read the best practices articles on the Feldman Forum Agency Portal page to get ideas on how to develop an invitation list of advisors and COIs.
Email or print and send the promotional flyer and the invitation letter to the COIs on your guest list.*
Venue registration closes; marketing materials are shipped.
Venue registration closes; marketing materials are shipped.
Attendee registration opens.
Attendee registration opens.
Give printed copies of the Feldman Forum promotional flyer to agents.
Hang posters in the common areas to promote the event.
Agents who are inviting guests to join them can schedule a social media post via Hearsay to announce/promote hosting the Feldman Forum.
Send printed copies of the promotional flyer with the invitation letter/email* to invitees, or email the invitation letter to your guest list with a copy of the flyer/agenda.
Schedule a social media post via Hearsay to announce/promote hosting the Feldman Forum.
* Available on the Feldman Forum resource page on Agency Portal.
Find the URL link in the confirmation email you got when you registered your venue and check to make sure all your agents (and their confirmed guests) have registered at 2016FF.
Attendees must register online to receive a printed copy of the Resource Guide.
This is the date registered guests will be counted to determine how many professionally printed resource guides will be shipped to your venue.
Confirm conference/meeting room, if applicable.
Plan for refreshments.
If you have more guests expected than were registered by April 8th, download and print the Resource Guide.*
(It is a CE requirement that all guests have a copy of the Resource Guide handout )
Confirm the DVDs, resource guide books and CE materials have arrived.
Test the DVDs.
Review the CE information packet and make copies of the blank forms required for CE and any others required by your state.
Assemble CE materials for each guest.
Play the DVD from 1-5 PM Eastern.
Make copies of the completed CE forms to keep for your records.
Send the original CE forms to Saenger Consulting using the UPS label provided.
Send the replay flyer to the people who could not attend, and encourage your agents to send it to their advisors / COIs.
Start compiling guest lists for the Advisor Symposium on November 10, 2016.
Review your guest list and send another invitation email or hard copy letter and flyer to those who have not already responded, or follow up by phone.
To see who has already signed up to attend, find the URL link in the confirmation email you got when you registered your venue.
Confirm that your guests are registered at 2016FF. This is the date registered guests will be counted to determine how many professionally printed resource guides you will receive.
Confirm your venue.
Order catered food, if applicable.
Confirm attendance with the guests who have RSVP'd; or send a "thank you for registering" email to those individuals.
If you have more guests expected than were registered by April 8th, download and print the Resource Guide.* (It is a CE requirement that all guests have a copy of the Resource Guide handout )
Confirm the DVDs, resource guide books and CE materials have arrived.
Test the DVDs.
Review the CE information packet and make copies of the blank forms required for CE and any others required by your state.
Assemble CE materials for each guest.
Play the DVD from 1-5 PM Eastern.
Make copies of the completed CE forms to keep for your records.
Send the original CE forms to Saenger Consulting using the UPS label provided.
Send thank you notes to each attendee.
Send the replay flyer to your invited guests who could not attend.
Schedule social media post for Feldman replay via Hearsay.
* Available on the Feldman Forum resource page on Agency Portal.
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