20 Webinar Ideas for Financial Advisors To Host in 2025

99% of advisors say “If I can just get in front of people, I’ll close the deal.” (DeVoe & Company). Events are your opportunity to do just this – get in front of people and close the deal. Hosting webinars is a scalable strategy to generate high-quality leads with a high return on investment, while building brand awareness and credibility.

Here are 20 webinar ideas to use in 2025, broken down by client type.

High Net Worth

  1. Maximizing Wealth Transfer: Advanced Estate Planning Strategies for High Net Worth Families
     
  2. Philanthropy and Legacy Planning: Making a Lasting Impact While Minimizing Taxes
     
  3. The Future of Wealth: Preparing Your Portfolio for AI, Robotics, and Emerging Technologies
     
  4. Cybersecurity and Wealth Protection: Safeguarding Your Family's Financial Information in the Digital Era
     
  5. Balancing Act: Funding Elite Education While Maintaining Retirement and Legacy Goals

Pre-Retirees 

  1. Beyond the Dollars: Preparing for the Emotional and Social Aspects of Retirement
     
  2. What I wish I knew about retirement before it happened – hear from a retiree who has been there!
     
  3. Retirement Housing Decisions: Evaluating Downsizing, Aging in Place, and Senior Living Options
     
  4. Healthcare in Retirement: Planning for Long-Term Care and Unexpected Medical Expenses
     
  5. Traveling in Retirement: Health insurance abroad, saving for the trip and maximizing your dollar 

Small Business Owners

  1. Employee Benefits on a Budget: Attracting Top Talent While Managing Costs
     
  2. Tax Planning Secrets: Maximizing Deductions and Minimizing Liabilities for Small Businesses
     
  3. Exit Strategies 101: Preparing Your Small Business for a Profitable Sale or Succession
     
  4. Should you take on outside funding for your small business? How to determine when it’s time
     
  5. Key Financial Metrics Every Business Owner Should Track

Tech Employees with RSUs

  1. The RSU Tax Trap: How to Avoid Unexpected Liabilities in High-Growth Tech Markets
     
  2. RSUs and Retirement: Integrating Equity Compensation into Your Long-Term Goals
     
  3. Insider Trading Rules and RSUs: What Tech Employees Need to Know
     
  4. The Intricacies of Executive Compensation: Optimizing Stock Options, RSUs, and Deferred Comp Plans
     
  5. RSUs in a Volatile Market: Strategies for Mitigating Risk

Learn how to successfully implement events into your marketing strategy and download FMG's event checklist to cover each step from planning to follow-up communications.

Related: 5 Pillars to Master Marketing in 2025