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  3. How-To Guide: Creating Seminar and Workshop Content
1
of 5— Define your seminar before you write

What you'll accomplish

By the end of this guide, you'll use ChatGPT to generate a complete dinner seminar content package — including the invitation letter, event outline, talking points, follow-up email sequence, and phone script for appointment setting. What normally takes 3–4 hours of content work gets done in under 90 minutes, with better copy quality than most advisors produce manually.

What you'll need

  • A ChatGPT account (free at chatgpt.com) — Plus ({{tool:ChatGPT.price}}/month) recommended if you want to generate everything in one session without interruption
  • Your seminar details: topic, location, date/time, target audience, and key message you want clients to leave with
  • Any existing seminar materials to reference (for style guidance)
  • Time needed: 90 minutes for the full content package
  • Cost: Free (or {{tool:ChatGPT.price}}/month for Plus)

How-To Guide: Creating Seminar and Workshop Content

Step 1: Define your seminar before you write

Before opening ChatGPT, answer these questions:

  • Topic: What is the main theme? (e.g., "How to Create Guaranteed Retirement Income," "Market Risk and Your Retirement Savings," "The Hidden Risks of Running Out of Money")
  • Audience: Who's coming? (Age range, married/single, income level, primary concern)
  • Location: Restaurant name (for invitation personalization)
  • Date/Time: Specific date and time
  • Key message: What is the ONE thing you want people to remember? (e.g., "You can have income you can't outlive")
  • Call to action: What do you want attendees to do? (Book a complimentary consultation)

What you should have: A completed brief — 5–6 bullet points — to paste into your ChatGPT prompts.

Tools:ChatGPT