Crafting Your Legacy workshop presentation.
Discover free resources to create your own preplanning workshop.
About the workshop presentation toolkit.
As a funeral professional, preneed plays a vital role in the long-term strategy of a successful funeral business. The right preneed program can satisfy consumer demand, generate positive customer reviews, secure future business and ensure financial stability.
Meet your client families where they are with a preplanning workshop. This free toolkit provides you with the resources you need to promote and present your own preplanning workshop presentation. The interactive workshop allows attendees to select end-of-life options so they leave the workshop with a preplanned funeral. The only step after the presentation is a one-on-one follow-up meeting for them to discuss financial options with you.
In this digital toolkit, you will find:
- An editable Canva postcard template for you to promote your workshop.
- An editable PowerPoint presentation to present to workshop attendees.
- The handouts referenced in the presentation for you to print off and hand out to workshop attendees.
- A presenter’s guide with presenter notes for you to reference during your presentation.