Educational Workshops
Lead with Education, Grow with Confidence
Educational Workshops position you as an expert — not a salesperson — by teaching retirees how to make smarter financial decisions.
Unlike dinner seminars, these events are hosted at libraries or colleges, giving attendees a no-pressure learning environment that builds trust and authority.
Why Educational Workshops Work
Position Yourself as an Educator
Build credibility by leading with education, not sales.
Motivated Attendees
Participants come to learn, not for a free meal.
Unsaturated Audience
Only ~10% of attendees have attended a seminar before.
Higher Prospect Quality
15% higher investable assets than dinner seminar leads.
Better Conversion Metrics
Higher appointment, attendance, and close rates across the board.
Appeals to a New Buyer Persona
Reaches sales-resistant audiences who avoid dinner events.
Ready-to-Present Workshop Topics
Each presentation is fully prepared, compliance-approved, and designed by high-producing advisors to educate your audience and convert attendees into clients.
Social Security
Social Security
Help retirees get the most income possible from their hard-earned benefits.
- Explains both basic and advanced claiming strategies to maximize income.
- Naturally transitions the conversation into a broader retirement income discussion.
Taxes and Retirement
Taxes and Retirement
Show retirees how to reduce their biggest retirement expense — taxes.
- Explains tax-efficient income strategies in retirement and Roth conversion opportunities.
- Ideal for attracting high-net-worth savers with significant qualified assets.
Women and Retirement
Women and Retirement
Eighty-five percent of women feel their financial advisor doesn’t understand their unique needs — let’s change that.
- Covers women-specific retirement topics including Social Security, taxes, and longevity.
- Women are an underserved audience highly responsive to messaging built for them.
Estate Planning
Estate Planning
Help families protect their assets from disputes and probate courts.
- Covers the benefits of wills and trusts while emphasizing the importance of proactive planning.
- Attracts high-net-worth clients with advanced estate and wealth transfer needs.
Semi-Custom Workshop
Create a workshop around your own presentation — powered by Steep’s proven marketing engine.
- You bring the content; we craft the ads, copy, and landing pages to fill your event.
- Offers the flexibility and creative freedom to present any topic within our turnkey framework.
- Streamlined setup with a one-time customization fee, then billed as a standard campaign.
We don’t just promote your workshops — we pack the room.
Our proprietary digital strategy combines 30–50 ad creatives per campaign, daily optimization, AI lead enrichment, and real-time tracking — filling your events with qualified, motivated attendees.
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Ready to make Educational Workshops part of your marketing strategy?
We’ll help you choose the right topic, set clear goals, and launch a campaign that delivers results.
