2020-10-19_franchise_Estate Planning Webinar - Email Invite .docx

Hi First Name,

With National Estate Planning Week right around the corner, I wanted to take a moment to let you know that I not only value you as a partner, but I value the knowledge that you offer to your clients and the community as a whole. Thank you for everything you do to ensure your clients maintain financial security over their lifetime! <INSERT PERSONAL NOTE OF WHY YOU VALUE THE RELATIONSHIP>.

Because I value your knowledge and expertise in this area, and know it’s something that our clients/family members and even some of my other professional contacts would benefit from, I would like to offer to host an educational webinar, with you as my guest speaker, around the importance of advanced planning and having documents and decisions/guardians in place before a crisis arises, or another topic of your choosing that would be valuable for this audience.

I am more than happy to host this event on your behalf, and leverage our marketing team to create the materials to promote this event on both the local and national level. As well as leverage my network and client base.

Please let me know if you have 30 minutes this DAY to discuss this opportunity in more detail.

I look forward to hearing from you.

Best,

Name