Looking to host a community event that builds trust and generates qualified leads? In this video, we walk you through how to plan and execute an effective Lunch & Learn, Dinner & Discussion, or Breakfast Seminar that leads to real appointments. From choosing the right venue to preparing materials, promoting the event, and collecting essential information, this guide is packed with real-world tips to help you succeed. Learn how to keep things professional, focused, and intentional—so you can serve more families and grow your preplanning program with confidence.

✅ Event setup tips

✅ What (and what not) to hand out

✅ How to collect leads and set appointments

✅ Using your CRM to follow up effectively

✅ Real examples and pro insights

If you need help setting up or promoting your next event, reach out to the GLP team—we’re here to support you every step of the way.