• Veterans Day – Veterans Day is observed on Wednesday, November 11th. It’s a meaningful time to recognize and honor those who have served in the military.
• Monday and Thursday Night Football – Football games on Monday and Thursday nights continue through November and tend to attract large audiences. Keep this in mind when selecting event dates, and consider avoiding those evenings when possible.
• Holiday Pie Giveaway – Thinking about hosting a holiday pie giveaway? Now is the time to get your postcards ordered. This well-received promotion benefits from early planning to ensure everything arrives on schedule. It’s also a great way to invite clients in, pick up their pie, and open the door for new planning conversations.
• Thanksgiving – Thanksgiving falls on Thursday, November 26th. With travel and family gatherings in full swing, attendance can be impacted. Consider scheduling events earlier in the month or shortly after the holiday for better turnout.
• End-of-Year Financial Planning – As the year wraps up, many people shift their focus to finalizing financial decisions. Position your seminars as timely opportunities to review strategies, make adjustments, and prepare for the year ahead.
• Midterm Elections – Tuesday, 11/3 is Election Day.  Update your bullets to acknowledge the potential for changes to taxes and retirement plans when the new Congress convenes next year.
• December Seminars  – If you’re planning a seminar or client event in December, now is the time to secure your dates. We’re already hearing that some restaurants are fully booked due to advisor seminars and holiday parties. With venues filling up quickly, availability will become increasingly limited, and higher food and beverage minimums may apply. Booking early can help you secure your preferred dates and venues before the holiday rush.

Host a small appreciation event

Consider a veterans-only coffee, breakfast, or luncheon. Keep it low-pressure and community-focused. You can include a short educational segment if it’s relevant (like VA benefits or retirement planning), but the primary focus should be recognition and connection.

Thinking about a holiday pie giveaway? Get your postcards ordered early to stay ahead of the rush. This popular event is a great way to bring clients in. Encourage them to schedule a visit, grab their pie, and catch up on their financial plan.

📅 2027 Seminar Planning Calendars Are Here!

Planning ahead is one of the easiest ways to improve seminar attendance and maximize your marketing results.

Our 2027 Seminar Planning Calendar highlights the best dates to host your events, key holidays to avoid, and other important scheduling considerations to help you build a stronger seminar strategy for the year ahead.