Preneed Planning Symposium 2025

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Preneed Planning Symposium 2025

Staying ahead means constantly refining your approach and expanding your toolkit. The Preneed Planning Symposium 2025 is your gateway to not just keeping pace but becoming a trendsetter in preneed services.


This highly anticipated virtual event will bring together industry leaders, innovators, and professionals passionate about shaping the future of preneed planning. Whether you are new to preneed services or a seasoned expert, this symposium will equip you with actionable insights, transformative strategies, and cutting-edge tools to elevate your offerings.


Speakers & Sessions


Greg Norris "The Discipline of Appointment Setting: Small Choices, Big Impact"  Success in appointment setting isn’t about luck—it’s about discipline, consistency, and smart habits. This session explores how small, intentional choices made daily can compound into significant results. Using proven techniques and strategies, attendees will learn how to optimize their routine, set productive goals, and create accountability for long-term success.

Greg's Bio & Contact Info

Spencer Larkin - "Beyond the Service: Using Aftercare & Community Engagement to Grow Preneed" Learn how to strategically blend aftercare, community engagement and hospice outreach to strengthen relationships and increase preneed sales. This session will explore proven strategies for leveraging events, digital aftercare, and partnerships to turn meaningful connections into long-term client relationships.

Spencer's Bio & Contact Info

Why Attend?

  • Discover Emerging Trends: Stay ahead of the curve by learning about the latest developments and innovations in preneed services.
  • Network with Industry Experts: Connect with thought leaders, peers, and potential partners to expand your professional network.
  • Enhance Your Skills: Sessions designed to refine your approach to preneed planning.
  • Gain Competitive Insights: Understand how to differentiate your services and attract more families through personalized and forward-thinking strategies.

Who Should Attend?

This event is ideal for funeral professionals, business owners, sales consultants, and anyone involved in or looking to enhance their preneed services.

Details

  • Date: May 14, 2025
  • Time: 1:00 PM ET
  • Location: Virtual
  • Registration: Sign Up Here


Don’t miss this opportunity to transform your approach to preneed services and position your business for long-term success. Join us at the Preneed Planning Symposium 2025 and take the first step toward becoming a leader in the funeral industry.

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