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Bento Events In a Box
About Bento Events in a box
Events are back! Bento Events in a Box helps advisors turn advice into engaging client experiences. Built in partnership with the event experts at Event Advisors, it provides everything you need to host professional in-person or virtual events around life’s key milestones. From invitations and presentations to handouts and follow-ups, Events in a Box saves time, builds stronger relationships, and makes every event impactful.
Each Event Kit Includes:
- Professionally designed invitations and confirmations
- Slide decks and talking points to guide the conversation
- Client-ready handouts and resources
- Post-event follow-up emails and materials
Why It Matters
Post COVID, Events are finally back! Advisors know the importance of showing up with the right advice at the right time, but creating impactful events takes time and effort. Bento Events in a Box makes it easy to:
- Save hours of preparation with ready-to-use resources
- Build deeper trust with clients by addressing milestones that matter most
- Differentiate your practice with meaningful, client-centered events
Sample Event Topics
- Age 62: Social Security Benefits Strategy — Available for free
- Teaching Your (Grand-)Children About Wealth
- What to Think About When Buying a Home
- Taking Advantage of Catch-up Contributions in Your 50’s and 60’s
- Key Financial Considerations When Getting Married
- QCDs — Maximizing Your Philanthropic Giving by Using Qualified Charitable Distributions
- What to Think About When Moving to a New State
