Live Event Planning

The Life Stage Brokerage Network
Planning for Live Events

The Life Stage Brokerage Network believes that as an advisor continuing to connect with your clients is your #1 responsibility. Historically, the best advisors understand that contact should not always be about business. Live events are a great way to show appreciation for your clients and at the same time conduct a “little” business. Whether you want introductions to new potential clients through the guests your clients invite or trying to reinforce the culture and vision of your practice, this can be an invaluable way to grow your business.

celebration event

The Problem

A big problem most advisors have is that of planning and executing live events and remaining focused on their clients in the process. The solution is simple; hire an expert to plan these events and to execute your vision so that you can focus on your clients.

The Solution

The Life Stage Brokerage Network has agreed to terms with Chasing Events, LLC and Chase Clausen to provide event consulting, planning, and management services. Chase’s experience in event planning coupled with his experience within the financial services industry means that he understands not only the experience that your clients want and appreciate, but he also understands the rules for events that come under FINRA scrutiny.

If you have questions, feel free to contact us for more information.

Whether you are a RIA, Agency, or identify as a FINRA Registered Representative, our relationship with Chase can add meaningful value to you and your business.

*If you are interested in connecting with your clients through live events, please contact us today to learn more.

Chasing Events, LLC
Services and Pricing for LSB Agents

For more information, contact Chris Weston.

Disclosure: The Life Stage Brokerage Network and Chasing Events are separate entities are not affilated.

Past Events

event planning

The Life Stage Brokerage Network Find Out More

Chris L. Weston, CFP®, ChFC
(888) 562-3771
cweston@lifestagebrokerage.com

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Chasing Events, LLC

The Life Stage Brokerage Network
Chasing Events, LLC:
A Live-Event Planning, Marketing, and Production company

Chasing Events, LLC and Chase Clausen are dedicated to providing a flexible and comfortable event-planning process. You can choose all of their services or choose only the parts that you believe need special attention. Chase will work attentively during the planning process to cover all of the details, and will assist you if needed to implement the plan.

Having an event planner on your side ensures that you will save time to focus on what is most important, your clients. With Chase's experience in working within the financial sector he will make your next event unforgettable.

Services Offered:

You can hire Chasing Events, LLC to manage your entire event, or pick services from the list below:

Event Development and Design

Call to define goals and event
Vendor research
Site inspection (if necessary)*
Creative (theme)
Food and beverage
Décor
Entertainment, speakers
Budget projection

Planning

Liaison with venue, vendors and suppliers
Registration website
Event timeline
Ongoing planning calls

Marketing

Invitations**
Event signage**
Communication

Financial Management

Budget monitoring
Contract negotiations
Payment schedules

Production

Registration tracking
On-site event management *
Staff training

*Travel and hotel for site inspections and event management at an additional cost.
**Design and printing at an additional cost.

Download Services & Pricing Sheet

No two events are the same; the hours in the pricing sheet depict the average amount of time involved in each element of planning and executing a successful client event for 100-200 people.

event planning

© The Life Stage Companies, LLC • (888) 562-3771 • Des Moines, Iowa Find Out More