Two-Hour Lunch or Dinner Educational Seminar

Two-Hour Lunch or Dinner Educational Seminar For Self or Community Partners.

Objective: Create a relaxed and enjoyable environment for prospects to learn about you or your partner’s business & business offerings.


Examples of educational seminars include those that focus on investing, marketing, personal finance, real estate, and others specifically focused on providing new understanding and/or tips.


Here’s a step-by-step guide along with a comprehensive checklist:

Pre-Event Preparation (2-4 Weeks Prior)

  1. Define the Seminar Objective: Clearly outline the purpose of the seminar, whether it’s to educate about a specific topic, showcase your services, or build client relationships.
  2. Select Date, Time, and Venue: Choose a suitable date and time that works for both your clients and your professional partner’s clients. Book a comfortable and appropriate venue with sufficient space and audio-visual equipment.
  3. Create the Agenda: Develop a detailed agenda that includes the topics to be covered, speakers, presentation duration, Q&A sessions, and breaks.
  4. Invite Speakers: Identify knowledgeable speakers on the chosen topic, which may include yourself, your professional partner, and any guest experts. Confirm their availability and provide them with the agenda.
  5. Promote the Event: Create promotional materials (flyers, emails, social media posts) to inform and invite your clients and your partner’s clients. Encourage RSVPs to gauge attendance.
  6. Prepare Presentation Materials: Collaborate with the speakers to create engaging and informative presentation materials (slides, handouts, etc.).

Week of the Event

  1. Confirm Details: Reconfirm the event details with the venue, speakers, and any vendors (catering, tech support).
  2. Finalize Guest List: Confirm the number of attendees to make arrangements for seating, catering, and materials.
  3. Prepare Welcome Packets: Create welcome packets for attendees, including a copy of the agenda, notepads, pens, and any relevant brochures or promotional materials.
  4. Set Up the Venue: Arrive early on the event day to ensure the venue is set up properly, including seating, signage, audio-visual equipment, and any displays or promotional materials.

Event Day

  1. Registration: Have a registration desk where attendees check-in, receive their welcome packets, and get name tags.
  2. Welcome and Introduction: Start the event on time with a warm welcome, introduce yourself, your partner, and the agenda for the day.
  3. Presentations: Follow the agenda, allowing each speaker to present their topic. Ensure they stay within their allocated time.
  4. Engagement: Include interactive elements such as Q&A sessions after each presentation, encouraging audience participation and discussion.
  5. Breaks: Schedule short breaks for networking, refreshments, and restroom breaks.
  6. Feedback: Collect feedback from attendees through surveys or comment cards.


  1. Follow-Up: Send a thank-you email to attendees, share the presentation materials, and express your interest in future collaboration.
  2. Review and Improve: Gather feedback from speakers and attendees to evaluate the event’s success and identify areas for improvement for future seminars.


By following this plan and checklist, you’ll have a well-organized and successful educational seminar for your clients and your professional partner’s clients.