1
2
3
1

30
Average Attendees per Night

2

5
Average Appointments per Night

3

$2MM
Average Assets per Client

Overtaxed

The Overtaxed marketing platform is based on the bestseller by a similar name. It focuses on key, high-level, tax-advantaged and tax avoidance strategies. This subject matter appeals to individuals who are already working with an investment adviser or broker, but usually lack tax planning advice.

$1,000.00 – $8,500.00

$8,500.00
$1,250.00
$1,000.00
Download Details

Setting

High-profile restaurant with national recognition or locally renowned venue. Steakhouses and Italian restaurants are strongly suggested.

Marketing

The preferred method to market a dinner-seminar is still direct mail. Invitations should be quality, wedding-style mailers. Digital and Radio advertising should only be used as supplemental marketing.

Content

Overtaxed is presented using flash-based animations. The content is conceptual in nature and focuses on recent tax law changes, tax diversification, tax efficiency, and tax-advantaged strategies.

Pricing Description

  • Presentation Licensing
    $1,000
    Licensing is valid for 6 months.
  • Marketing Cost
    $8,500
    Minimum marketing for a 2-night event. Pricing includes full Concierge Service. Additional mailers are charged at $0.80 each.
  • Supplemental Marketing - Social Media
    $1,250
    Three-week Social Media campaign.
  • Supplemental Marketing - Radio
    Varies
    Three-week Radio campaign. Includes production and campaign management.