Estate Planning Events for Financial Advisors

Don’t Just Host an Estate Planning Seminar. Build a Client Acquisition Engine Around It.

Bring estate planning into your growth strategy with a professionally supported event system designed to attract prospects, create meaningful consultations, and turn educational events into a repeatable source of new client relationships.

ePIC Services Company brings the marketing, event infrastructure, training, coaching, follow-up, and estate-planning team. You stay at the center of the relationship.

Plan My Next Estate Planning Event →

Financial advisor presenting at an estate planning event

FREE EDUCATIONAL WORKSHOPEstate & Legacy Planning

RESERVE MY SEAT

PARTICIPATION SHEETWill & trust reviewProbate estimateBeneficiary questionsComplimentary consultation

FOLLOW-UP · DAY 2

Missed the workshop? Your on-demand session is ready.

Proven in the Real World

Built Around Years of Real Advisor Events.

ePIC Services Company has been helping financial professionals use estate planning events as a client-acquisition strategy since 2019.

160+Estate planning events supported

3×Triple-digit registrations commonly generated by ePIC campaigns

300+Advisors nationwide using ePIC

360°Support before, during, and after the event

Individual campaign results vary by advisor, location, audience, market conditions, budget, and execution. Past results do not guarantee future performance.

A Great Event Creates Momentum Before the First Slide and Long After the Last One.

The most productive estate planning events shouldn’t be a one-and-done marketing campaign. They should create a prospecting journey that lands you booked appointments.

01ATTRACT

02EDUCATE

03CONSULT

04NURTURE

05PLAN

06GROW

That’s the difference between hosting an event and building a repeatable acquisition channel.

The ePIC Event System

One Campaign. A Complete Client Journey.

01 | Before the Event

Build Interest.

Reach families with an educational topic that already matters deeply to them, supported by a professionally coordinated campaign and advisor-branded experience.

Your campaign can include:

Personalized event registration page
Personalized advisor video
Digital advertising coordination
Advisor-branded event marketing
Invitation assets
Registration infrastructure
Venue and scheduling guidance
Campaign review and preparation

Advisor recording a personalized event video

02 | During the Event

Build Trust.

Lead attendees through an Estate & Legacy Planning presentation designed to educate first and naturally uncover the questions, concerns, and planning needs that create meaningful follow-up conversations.

You’re equipped with:

Advisor-branded presentation
Estate & Legacy Planning curriculum
Attendee handouts
Estate-planning notes and worksheets
Participation sheets
Probate-calculator guidance
Audience engagement strategy
Complimentary-consultation transition

Attendees with worksheets during a presentation

03 | After the Event

Build Relationships.

The conversation continues after everyone leaves the room.

Your event system supports the next step with:

Complimentary consultations
Post-event nurturing
Automated email follow-up
Intake and discovery process
Consultation preparation
CRM and advisor portal support
Follow-up for registrants who did not attend

Advisor in a complimentary consultation with a couple

04 | Beyond the Event

Build the Business.

As families move from curiosity into actual planning, you remain the relationship manager while ePIC supports the broader estate-planning process. That creates an opportunity to make estate planning more than a campaign.

It can become a recurring way new families enter your practice.

Multi-generational family with their advisor

Explore an Event in My Market →

Real Advisor Results

What Can One Estate Planning Campaign Create?

Don’t make prospects imagine the opportunity. Show them.

Featured Case Study

261REGISTERED

201ATTENDED

Jim Crump | JCrump & Associates

After his first group of ePIC seminars:

21appointments booked

+40requested a follow-up call

“Really happy with those results!!”

Arlington, Texas Event Campaign

224REGISTRATIONS

47APPOINTMENTS

Across two sessions: 60 attending buying units and 47 appointments.

Columbia, Missouri Campaign

160REGISTRATIONS

107ATTENDEES

53 completed participation forms, 22 appointments, and a reported campaign investment of $3,500.

The important number isn’t just registrations.
It’s what those registrations can become.

An estate planning event creates something incredibly valuable: a group of people who voluntarily raised their hands around a meaningful financial need.

Examples shown are individual advisor campaign outcomes and are not guarantees of future results.

Greg AgnosONE-ON-ONE EVENT COACH

One-on-One Event Coaching

Go Into Your Event Knowing Exactly What Comes Next.

Your one-on-one coaching with Greg Agnos is built around execution. Greg has helped advisors prepare for the room, understand the presentation, make the transition into consultations, improve their intake process, and refine future events.

01 · BUILD THE EVENT

Venue, timing, session structure, materials, and campaign preparation.

02 · MASTER THE PRESENTATION

Flow, positioning, stories, probate calculator, and presentation strategy.

03 · LEAD THE ROOM

Manage questions, maintain momentum, and guide attendees.

04 · MAKE THE TRANSITION

Move naturally from education into a complimentary consultation.

05 · RUN THE CONSULTATION

Prepare for intake and identify next steps.

06 · REFINE + REPEAT

Review, strengthen execution, and prepare for the next campaign.

The goal is bigger than preparing you for one event. It’s helping you build a capability you can confidently use again.

Built Around You

The Infrastructure Behind Every ePIC Event.

Start with an ecosystem already designed around the entire event journey.

01 / 05

Campaign Engine

Get the right audience into the funnel.

Personalized registration experience
Advisor video
Campaign setup
Digital advertising coordination
Invitation assets
Advisor branding
Website integration

02 / 05

Event Experience

Turn attention into engagement.

Estate & Legacy Planning presentation
Advisor-branded PowerPoint
Attendee documents
Worksheets and participation sheets
Presentation resources

03 / 05

Advisor Training

Build confidence before you walk into the room.

ePIC University
Recorded example presentation
Transcript and talking points
Delivery guide
One-on-one coaching

04 / 05

Conversion + Follow-Up

Give every raised hand somewhere to go next.

Consultation framework
Intake process
Post-event email nurturing
CRM and advisor portal
Non-attendee strategy

05 / 05

Estate Planning Infrastructure

Continue the relationship beyond the campaign.

Advisor stays central
Onboarding support
Estate-planning specialists
Attorney-led legal process
Ongoing service ecosystem

What About the People Who Don’t Show Up?

A registration is still a raised hand.

Someone may miss your event because of work, travel, family, or simply a busy week. That doesn’t mean their interest in estate planning disappeared.

Registrants who don’t attend can continue receiving educational follow-up and gain access to an on-demand webinar experience.

REGISTERED

ATTENDEDComplimentary Consultation

MISSED EVENTNurtureOn-Demand WebinarConsultation Opportunity

One campaign.
More than one opportunity to start the relationship.

Beyond the Appointment

The Appointment Opens the Door to Something Bigger.

Estate planning gives you the opportunity to understand a family at a depth few other financial conversations can.

Their assets.
Their beneficiaries.
Their protection concerns.
Their legacy goals.
Their liquidity needs.
Their next generation.

Estate-planning conversations create clarity. And clarity creates more opportunities for you to help your clients.

You remain the trusted advisor.

Let’s Talk About My Market →

Estate
Planning

Beneficiary LiquidityInsuranceLong-Term CareWealth TransferAsset ManagementNext-Generation Relationships

From Idea to Event

Your Path to a Room Full of Prospects.

01

Get Trained

Complete focused ePIC University training.

02

Build Your Campaign

Personalize your advisor presence and assets.

03

Coach One-on-One

Prepare with Greg for the event.

04

Choose Your Market

Select location, venue, dates, and times.

05

Launch

Put your campaign into market.

06

Host

Educate and invite families to consult.

07

Follow Through

Consult. Nurture. Onboard. Refine. Repeat.

TYPICAL TARGET FROM GETTING STARTED TO BEING READY TO GET IN FRONT OF AN AUDIENCE:Approx. 45–60 Days

Picture Your Next Event.

Your campaign is already running.Registrations are coming in.Your landing page is built.Your presentation is prepared.Your handouts are ready.Your follow-up sequence is waiting.

And before the first attendee walks through the door, you know exactly what happens next.

That’s what a system feels like.

FAQs

Before You Plan Your Event…

No. ePIC provides the training, presentation framework, supporting resources, and one-on-one coaching to help you lead a confident educational experience.

No. The system includes an advisor-branded presentation, attendee documents, worksheets, participation sheets, and supporting guidance.

AcquireUp powers campaign marketing and prospect management while ePIC builds the estate-planning journey, branded assets, and follow-up around it.

Non-attendees can enter an educational nurture sequence and receive access to an on-demand webinar, creating another path to a consultation.

The event system supports intake, discovery, consultation preparation, CRM follow-up, and the next steps in the estate-planning process.

Attorney-led legal services are provided through attorney resources associated with the estate-planning process. ePIC Services Company is not a law firm.

Yes. The system is designed to be refined and repeated as an ongoing client-acquisition capability.

Your Next Estate Planning Event Should Do More Than Fill a Room.

It should create conversations.Create appointments.Create relationships.And create a repeatable way for new families to enter your practice.

You bring the market. We’ll help you build the system around it.

Plan My Next Estate Planning Event →

Powered by a Proven Event Marketing Partnership

Great Events Start With the Right People in the Room. Then the Real Work Begins.

ePIC Services Company partners with AcquireUp to combine powerful seminar marketing and prospect management with the estate-planning strategy, supplemental marketing, and follow-up that help turn event interest into lasting advisor relationships.

ACQUIREUP

Power the Campaign

Campaign marketing

Audience targeting

Registration management

Event technology

Prospect management

EPIC SERVICES COMPANY

Build the Journey Around It

Estate-planning event strategy

Registration-boosting marketing assets

Advisor-branded presentation + materials

1:1 training and coaching

Attendee + non-attendee nurturing

On-demand webinar follow-up

Estate-planning implementation support

Together

Fill the room. Build trust. Keep the conversation going.

FILL THE ROOM→BUILD TRUST→NURTURE EVERY LEAD→CREATE RELATIONSHIPS

Estate planning has been at the center of ePIC Services Company’s client-acquisition strategy for years. We’ve continued refining the system around what happens before, during, and after the event.

Every registration is an opportunity. The system is designed to keep working after the event ends.

Plan My Next Estate Planning Event →

Plan My Next Estate Planning Event

See what this could look like in your market.

Talk with the ePIC team about your market, event goals, and what it would take to launch your next campaign.

Don’t Just Host an Estate Planning Seminar. Build a Client Acquisition Engine Around It.

Built Around Years of Real Advisor Events.

A Great Event Creates Momentum Before the First Slide and Long After the Last One.

One Campaign. A Complete Client Journey.

Build Interest.

Your campaign can include:

Build Trust.

You’re equipped with:

Build Relationships.

Your event system supports the next step with:

Build the Business.

What Can One Estate Planning Campaign Create?

Jim Crump | JCrump & Associates

The important number isn’t just registrations.It’s what those registrations can become.

Go Into Your Event Knowing Exactly What Comes Next.

The Infrastructure Behind Every ePIC Event.

Campaign Engine

Event Experience

Advisor Training

Conversion + Follow-Up

Estate Planning Infrastructure

A registration is still a raised hand.

The Appointment Opens the Door to Something Bigger.

Your Path to a Room Full of Prospects.

Get Trained

Build Your Campaign

Coach One-on-One

Choose Your Market

Launch

Host

Follow Through

Picture Your Next Event.

Before You Plan Your Event…

Your Next Estate Planning Event Should Do More Than Fill a Room.

Great Events Start With the Right People in the Room. Then the Real Work Begins.

Power the Campaign

Build the Journey Around It

Fill the room. Build trust. Keep the conversation going.

See what this could look like in your market.

Quick Links

Contact Details

The important number isn’t just registrations.
It’s what those registrations can become.