You want to host a retirement planning workshop for your clients or prospects. In the past, perhaps you've sent emails to a handful of your wholesalers asking if they have presentations. Maybe they all responded right away. Maybe they sent what you were looking for, and you sifted through the email responses to find one you wanted to use.

Searching for the right workshop to host is simple with 4U. Start with the search bar and enter the topic of interest; "Retirement Planning," Women & Investing." or "Tax Planning," for example. Then use the filters on the left column to narrow your results to Presentations/Seminars.

You can use the filters on the left to further narrow your results by opting to see results only from a specific company (you already know your local sales rep is a great presenter!), or to only the companies you follow. You'll also want to use the "Public Use" filter to ensure your presentation is available to use with clients.

So you've selected the Retirement Goal Planning workshop from your partners at Fantastic Investment Company and you need to nail down a date for your client seminar. Instead of playing "phone tag" with your investment company sales partner who is probably on the road, simply request a meeting or more information using the buttons provided.

We know that a seminar is more than a presentation, so we've designed 4U so that you can continue your search to find complimentary materials such as invitations, worksheets, feedback forms and even successful event guides to help ensure your success.