You can unsubscribe at any time, no hard feelings. Privacy Policy.
The 2026 Seminar Planning Calendar is designed to help financial professionals stop guessing and start planning their seminars with intention.
Too often, seminars are scheduled based on availability rather than strategy. This calendar flips that approach. It helps you think ahead, choose dates more intentionally, and align your seminar schedule with how prospects actually behave throughout the year.
The goal is simple. Make it easier to plan smarter events, avoid common timing mistakes, and create consistency that supports long-term growth.
This download provides a month-by-month planning calendar that highlights recommended dates, caution periods, and times when hosting events may require a different approach.
Along the way, it offers guidance on timing, cadence, and planning considerations that advisors often overlook. The calendar is meant to be used as a working tool, something you can reference as you map out your year rather than a one-time read.
Strong seminar results start long before the room is booked.
The calendar focuses on helping you think strategically about when to host seminars and how often to run them. It highlights patterns around seasonality, holidays, and decision-making windows that can influence attendance and engagement.
It also touches on broader planning considerations such as mixing event types, balancing lunch and dinner formats, and pairing seminar timing with the right marketing approach. The emphasis stays on clarity and preparation so you are not scrambling as dates approach.
This calendar is a strong fit for advisors who want to run seminars consistently rather than sporadically. It works well for those building a full-year strategy as well as advisors who want a clearer framework for spacing out events and campaigns.
It is especially useful if you have ever found yourself asking whether a date is too early, too late, or poorly timed around holidays or market cycles.
Most advisors use this calendar at the beginning of the year or during planning sessions to sketch out their seminar schedule well in advance. Some use it to lock in dates, while others use it to identify ideal windows and plan backwards.
When used consistently, the calendar helps advisors stay proactive, reduce last-minute stress, and build a more predictable seminar rhythm that compounds over time.
