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Identify topics, which you want to include in the program. Then
identify people who know about that topic and can speak to your
audience. Recruit people to speak about what they know best.
Some examples to consider:
- Invite a representative from the local Social Security office
to
speak on the role of Social Security in retirement planning
- Ask a financial planner to discuss how to develop a plan
- Ask a pension representative to talk about the various types
of
pension plans available
- Ask a stockbroker to discuss features of various investment
options
Speakers can be encouraged to hand out information about their
area of expertise but caution them not to endorse any one person,
place or product.
Steps in Recruiting Speakers:
- Call the business/organization to find out who you should talk
to about speaking to the group.
- Talk to the appropriate person about the retirement planning
educational program and the expected audience.
- Send the speaker a memo that tells more about the program and
the audience.
- Ask speakers to provide brief biographical information which
can be used as an introduction.
- Call the speakers a day or two before the program to remind
them of the date, time and place and see if they have any questions.
- Write a thank you note to the speaker after the presentation
has been given.
If you choose to use a panel to present information, follow these
suggestions:
- Discuss with each speaker exactly what subject matter is to
be covered to avoid duplication or omissions.
- Allot time to each speaker so the panel will fit the time planned
- Arrange the order of speakers
- Decide whether you want to have one question-answer session
at the end of all the presentations or to have short question-answer
periods after each speakers presentation.
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