We ran our first dinner event and the turnout was strong. The follow-up reminders and registrant list delivery made the entire process simple for my team.
Workshop Marketing System
Increase Revenue With Educational Workshops
We run proven lunch and dinner workshop campaigns that attract qualified prospects and turn education into booked appointments—without wasted ad spend.
All campaigns require qualification and market approval.
325,000,000+
Educational Content Views
370,000+
Workshop Registrations
9,200+
Workshops Hosted
As Seen On
Workshop Marketing System
How It Works
A done for you retirement workshop marketing system built to drive consistent local attendance while removing ads management, technology, and registration logistics from your plate.
What We Handle For You
We manage the entire front end of the workshop campaign so your time stays focused on meetings and client conversations.
Market review
City, venue type, and date alignment
Paid advertising
Targeted campaigns that drive registrations
Registration pages
Mobile first pages built for conversion
Confirmations and reminders
Email, text, and calendar invites
Campaign Examples
What Your Campaign Looks Like
Preview the registration pages, ads, and attendee messaging your workshop campaign uses to drive attendance and follow-through.
Registration Pages
Professionally structured pages designed to clearly present the event and drive qualified RSVPs.
- Mobile-optimized layout
- Clear event details and expectations
- Built for high conversion without confusion
- Consistent branding across devices
Ads & Promotion
Clean, compliant creative used to promote your workshop and drive registrations in your local market.
- Clear workshop positioning
- Consistent messaging from ad to page
- Local market targeting
- Designed for steady registrations
Confirmations & Reminders
Automated messaging that keeps registrants informed and improves attendance rates.
- Email and SMS confirmations
- Timed reminders before the event
- Clear location and timing details
- Reduced no-shows and confusion
Examples shown are representative. Creative and layout may vary by market and campaign configuration.
Workshop Pricing
Workshop Campaign Pricing
Market review required prior to scheduling.
Silver Level
$1495
Special Promotional Price
Includes
- Market and venue fit review
- Ad setup and campaign management
- High-converting registration page
- SMS and email confirmations + reminders
- Registrant list delivery for follow-up
Gold Level
$1995
Special Promotional Price
Includes
- Market and venue fit review
- Higher-intent ad strategy + optimization
- Registration flow + attendee tracking
- Show-rate boosting reminder sequences
- Registrant list delivery for follow-up
Silver Level
$2495
Special Promotional Price
Includes
- Two-date market and venue coordination
- Campaign strategy built for repeatability
- Registration + reminder system for both dates
- Attendance optimization sequences
- Registrant list delivery for follow-up
Gold Level
$2995
Special Promotional Price
Includes
- Two-date strategy + higher-intent targeting
- Ongoing ad optimization to maximize turnout
- Registration + attendance tracking for both dates
- Enhanced reminder cadence to lift show rate
- Registrant list delivery for follow-up
White-Label Upgrade
+$495
Includes
- Your logo, headshot, bio, and office information
- Custom-branded registration pages
- Branded confirmations and reminders
- Same proven system, fully white-labeled
All workshop campaigns require qualification and approval. Pricing and scheduling are confirmed after market review.
ROI Estimator
Estimate Your Potential Workshop ROI
Select your assumptions below to estimate revenue and ROI based on attendance, conversion, and average client value.
Choose Your Inputs
Nothing is prefilled. Select each option to generate your estimate.
This is the campaign fee (used to estimate ROI multiple).
Use realistic attendance after confirmations and reminders.
Percent of attendees who become clients over your follow-up window.
Average assets placed or revenue-driving value per new client.
Used to estimate revenue produced from average client value.
Select all required fields to populate results.
Your Estimated Results
Estimate Only
Estimated New Clients
—
Based on attendees × conversion rate.
Estimated Revenue
—
Clients × client value × revenue rate.
Workshop Cost
—
Selected package campaign fee.
Potential ROI
—
Select all inputs to calculate ROI.
Please select all required options to calculate your estimate.
Estimates are not guarantees. Actual outcomes vary based on market, attendance quality, follow-up, and offer fit.
Testimonials
What Our Clients Say
The system felt professional from the first click to the final confirmation. We did not have to babysit registrations or reminders, which is exactly what we wanted.
Our attendance rate improved after we switched to a structured reminder sequence. The registrant list and tracking also kept our follow-up tight and organized.
The creative and landing page flow matched our brand and felt premium. It was easy to show our team exactly what was happening and what to expect next.
We ran our first dinner event and the turnout was strong. The follow-up reminders and registrant list delivery made the entire process simple for my team.
The system felt professional from the first click to the final confirmation. We did not have to babysit registrations or reminders, which is exactly what we wanted.
Our attendance rate improved after we switched to a structured reminder sequence. The registrant list and tracking also kept our follow-up tight and organized.
We used the lunch format and it fit our schedule perfectly. The registrations came in steadily and our show rate was noticeably higher than past events.
The messaging was compliant and straightforward, which matters in our firm. We liked having a repeatable workflow with clear steps and expectations.
The best part was the operational lift. We did not have to coordinate landing pages, reminders, or spreadsheets. We just showed up and met prospects.
We used the lunch format and it fit our schedule perfectly. The registrations came in steadily and our show rate was noticeably higher than past events.
The messaging was compliant and straightforward, which matters in our firm. We liked having a repeatable workflow with clear steps and expectations.
The best part was the operational lift. We did not have to coordinate landing pages, reminders, or spreadsheets. We just showed up and met prospects.
Workshop FAQs
Frequently Asked Questions
Clear answers for professionals evaluating our lunch and dinner workshop marketing system.
Is this an educational workshop or a sales presentation?
The workshop format is strictly educational. Education comes first, with interested attendees invited to schedule a follow-up conversation afterward.
Do I need to move contracts or write business through your firm?
No. There are no contract transfers, platform obligations, or production requirements to participate.
How do you qualify a market before launching?
We evaluate audience size, local demographics, venue availability, and projected reach before scheduling. If a market does not qualify, we recommend a stronger alternative.
Are markets protected from overlap with other workshop hosts?
Yes. Only one workshop campaign runs per defined market at a time to protect attendance quality.
What is included in the campaign setup?
Registration pages, targeted advertising, confirmations, reminders, and registrant reporting — all managed for you.
How is compliance handled?
Campaigns are structured to be educational and compliance-friendly. Final approval remains with your firm or broker/dealer.
Can I choose my venue and dates?
Yes, subject to market approval and venue availability.
What happens if a campaign underperforms?
We review performance and may apply a credit toward a future workshop campaign per program policy.
Do you offer white-label options?
Yes. White-label options allow the entire registration and attendee experience to appear under your firm branding.
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Copyright © 2026 Beeliance LLC. All Rights Reserved
Not affiliated with the Social Security Administration, IRS or any other governmental agency.
Beeliance, LLC provides educational marketing services only and does not offer Financial, Legal or Tax Advice. Retirement You Workshops are hosted by independent financial professionals that are required to be licensed in their state(s) of jurisdiction for all products and service they provide. Insurance and/or financial services may be offered at a later date. There is no cost or obligation required to attend the workshop. All offers and invitations are subject to specific terms and availability. Contact the workshop host for additional details.