Your Federal Retirement Campaign Questionnaire Page | Strategic Marketing & Communications

Retire For L.I.F.E Event Information

Select One if your event follows this format:

One single-day event
One two-day event

Select Two if your event follows this format:

Two single-day events
Two two-day events

How many sessions are you registering for?*

One
Two

Please reference above.

Will your session take place over one day or two days?*

One
Two

Will your sessions take place over one day or two days?*

One
Two
1 One-Day Session, 1 Two-Day Session

Which mailhouse do you want to use for your mailers?*

Select "Not Sure" if you want more information on the options available with our different mailhouse partners.

What is the name of the mailhouse you will be using?*

No worries! We can help you decide which mailhouse would be the best fit for your market! We'll be in touch to discuss the details and options available to you.

Session 1 First Date*

Event Start Time (Session 1 First Date)*

:

Event End Time (Session 1 First Date)*

:

Session 1 Second Date*

Event Start Time (Session 1 Second Date)*

:

Event End Time (Session 1 Second Date)*

:

Session 2 First Date*

Event Start Time (Session 2 First Date)*

:

Event End Time (Session 2 First Date)*

:

Session 2 Second Date*

Event Start Time (Session 2 Second Date)*

:

Event End Time (Session 2 Second Date)*

:

Will you be charging a fee to attend your course?*

Yes
No

We do not recommend charging for these events. Please ensure you discuss this with your client success manager if you are wanting to proceed with charging for this event.

For registrants paying by check, whom should checks be made payable?*

Would you like us to do confirmation calls?*

Yes
No

Free courses will have a larger volume of registrations, so we are including confirmation calls at no additional charge. If you want to do the confirmation calls yourself, please select No. If yes, our confirmation team will reach out to you before your event for additional details.

Where are you hosting these events?*

Please ensure you have reserved the necessary meeting space prior to submitting this questionnaire.

Venue Address*

Street Address Address Line 2 City State ZIP Code

Please provide any specific arrival and meeting room instructions.*

This includes parking information, building name, room number, map, etc. It is very important that we can make it as easy as possible for the consumer to feel confident in attending.

Step 1 of 12

Lead Management Information

Topic Information

Event Information

Retire For L.I.F.E Event Information

Webinar Information

Venue Information

Dates for Event

Presenter Information

Second Presenter Information

Third Presenter

Submission Review

Terms and conditions apply for guaranteed reimbursements:

Disclaimer for Registered Reps: