Linda Gadkowski has presented hundreds of workshops over the past 12 years. Here are her suggestions on how to ensure that a seminar is successful.
1. Use visual aids. Some people learn by listening, but a lot of people learn best by what they see. Consider using overheads or creating a PowerPoint presentation.
2. Tell stories. “People love stories,” says Gadkowski, “and besides, stories are the only thing people will really remember.” Use real-life case studies from your own experience, or borrow case studies from other planners.
3. Don’t assume what people know. Just because your audience is filled with intelligent, well-educated people doesn’t mean that they’re well-educated about personal finance. “Doctors don’t know as much as you do,” she says. “Don’t talk over their heads.”