In several counties in New Jersey, estate planning professionals have set up Councils or Clubs where those assisting seniors and taxpayers with their estate planning could meet on a quarterly basis to share ideas. I hope to re- establish a Middlesex Estate Planning Council. Professionals in accounting, life insurance, long term care insurance, banking, financial planning, and law can share ideas and network. Our hope is to share ideas on providing advice, new laws, networking and marketing. Senior Citizen Coordinators and anyone who provides advice to seniors and the Elderly should also attend.
We need a speaker for our Spring and Fall meetings. This will give the speaker the opportunity to network and gain new business contacts. Would you like to learn techniques to improve and increase your estate planning business or better serve your clients? If you are interested in serving as a speaker, contact Kenneth Vercammen at 732-572-0500.
We hope to have an educational and interesting roundtable discussion which will focus on helping seniors and improving your business. We will also share ideas and discuss recent changes in the law. If interested, contact Kenneth Vercammen.
Speaker Duties-
1. Mail flyer to all professionals and companies using labels provided
[Approx. 500 professionals]
2. Call at least 100 people to invite and request e-mail addresses.
[Ken V will provide confidential phone list, to be returned after program]
3. Send a press release to local media, in newspaper and cable TV.
[Ken V to provide labels]
4. Assist with other publicity, such as sending flyers to their own contacts.
5. Prepare 15-20 minute presentation
6. Provide return address envelopes to Ken V so the Middlesex elder law database can be revised
7. Provide any email addresses obtained to Ken V
8. We recommend speaker do as much publicity as possible since
this is their opportunity to market themselves
Ken Vercammen will provide:
1. Labels of approx. 600 financial planners, accountants, attorneys, senior citizen coordinators and other professionals
2. Prepare a draft of flyer for speaker to revise
3. Make Final draft of flyer for speaker to photocopy: Speaker permitted to print their own info or bio on back of meeting notice
4. If requested Ken V can provide 600 envelopes for mailing, otherwise you use your own envelopes
5. E-mail speaker's name, bio paragraph, and phone to 2,500 clients and business contacts on Ken's list.
6. Provide Certificate of Appreciation for speaker
__________________________ sign and date
Yes, I agree to serve as speaker and perform the responsibilities of
speaker.
