Retire Ready Workshop Order Form

Which size of workshop are you hosting?*

1-night workshop ($1,600 ad spend)
2-night workshop ($2,500 ad spend)

What type of workshop are you hosting?*

Dinner Seminar (at a restaurant w/ meal)
Non-restaurant venue, meal provided
Non-restaurant venue, no food provided

Please list Date(s) of your workshop*

Please list the date(s) for each event - i.e. "Tuesday, Jan 28". Your date(s), time(s), and venue need to be secured prior to submission of this form.

Please list Time(s) of your workshop*

Please list the time(s) for each event - i.e. "6:00 pm". Your date(s), time(s), and venue need to be secured prior to submission of this form.

Workshop Venue Name*

Please list the name of your workshop venue.

Workshop Venue Address*

The street address of your workshop venue, including city, state, and zip.

Room Capacity*

How many attendees will your workshop space accommodate?

What program are you presenting?*

Retire Ready: The 5 Roadblocks to Retirement
Social Security & Retirement Income
Taxes & Your Retirement Savings
Other (explain in additional comment section)

Name*

First Last

Email*

This is the email address where you'll receive attendee registration notifications and other campaign updates from us.

Cell Phone*

This is the number where you will receive text notifications from us regarding attendee registrations for your workshop.

Your Company Name*

Please provide the name of your company.

Company Mission/Motto/Tagline

Does your practice have a mission, motto, or tagline? If so, please enter it here.

Your Full Company Address

Street Address Address Line 2 City State ZIP Code

Please provide your full office address.

Your Website Address*

Please provide your company's website address.

Preferred Phone for Client Contact*

Please provide your preferred phone number for event registrants to contact you with questions (preferably with texting capability).

Your Title/Designations*

Please provide your title and any applicable designations (Registered Rep, CFP, IAR, etc.)

Do you have a logo? (Email to marketing@tarkentonfinancial.com)

Yes
No

Are you securities licensed?*

Yes
No

Your required BD or RIA disclosures:

Please include the full text of any disclosures you need to display.

Do you have a professional headshot? (Email to marketing@tarkentonfinancial.com)

Yes
No

Please provide a short professional bio:*

Include years of experience, professional qualifications and designations, licenses held, philosophy of working with clients, primary areas of focus in your practice, and a little bit of personal info, etc.

I affirm I or my staff will make confirmation/follow up calls to registrants as directed.

Yes

Please follow our best practice guidance on confirmation calls and follow ups.

I agree to promptly pay the invoice for ad campaign spend once received.

Yes

If an invoice is due for ad costs, it must be paid upon receipt by you, following the conclusion of the ad campaign. Unless otherwise approved by you in advance, your maximum ad spend cost for a 1-night campaign will be $1600 and your maximum ad spend cost for a 2-night campaign will be $2500.

Additional Comments or Requests

If you have any specific insights on targeting in your area that you would like to share, including ideal zip codes, neighborhoods, areas, etc. Please provide them here. Also feel free to share any additional requests, concerns, or questions regarding your campaign.

Email

This field is for validation purposes and should be left unchanged.

Fill your next event with more qualified prospects!

Retire Ready Workshops