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Client and Invited Friend Seminars

Talbot challenges audiences to take immediate action in order to secure their own financial future. His humorous and down-to-earth approach combined with a repertoire of timely and valuable financial strategies are the keys to his speaking success.

One of the unique and value-added features of Talbot Stevens' customized presentations is that each seminar includes 50 FREE copies of a Talbot’s Summary Booklet or Financial Freedom Without Sacrifice. This retail value adds permanent and tangible value to the seminar for both the sponsor and attendees.

During his entertaining and informative presentations, Stevens explains how attendees can:

  • Understand and implement conservative leverage to magnify returns like the rich do

  • Choose the right refund strategy to increase RRSP income 25 to 50% or more

  • Cut taxes using tax-deductible alternatives to RRSPs

  • Make mortgage interest tax-deductible

  • Protect investments in volatile markets

  • Get money out of RRSPs or RRIFs "tax-free"

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Once you have booked a client seminar to increase your business and public profile ...


We will provide the following Marketing Materials to assist you in planning and organizing a successful event:

  • A Workshop Preparation Checklist to help organize and prevent oversights

  • A customized Newspaper Ad/Workshop Flyer and Invitation Letter announcing the workshop to clients and prospects

  • "Help a Friend" Referral Generating Ideas, useful for prospecting, and obtaining referrals

Based on experience, the handout kit for seminar attendees should include:

  • A Feedback Form

  • A customized Leverage Worksheet

  • A customized Strategy Sheet on the topic that is most timely or important

  • A customized Personal Action Plan handout to encourage people to ACT on ideas