Diversity Markets Division

Mark. L Narovlansky

Executive Director of Diversity Markets

Email: markn@worldclassadvisors.com
USA: +1.424.202.0085
INT'L: +1.844.716.6639
S: alicogm
T: @alicogm

Kevin T. Lord, LUTCF, MA

Financial Advisor - Clovis, CA Branch

Email: kevinlordinsurance@gmail.com
USA: 559.281.2208

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Event/Workshop Checklist

Basic timeline and checklist for planning a client event or workshop. This graph is a good starting point when considering to organize an event, and what considerations need to be addressed throughout the planning process. Add additional action points for your specific needs to the inception, six week period of preparation, and after event follow-up areas.

Event Checklist (PDF; 30 KB)

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