Invitation Request – Clark Capital Management Group

Requested By *

Date Materials Needed *

Audience *

Advisors
Clients
Both Clients and Advisors

Virtual or In-Person Event? *

Virtual
In-Person

Virtual Meeting

I already created a Zoom meeting
I need Marketing to create the Zoom meeting

Will Users Need to Register for This Event?

Yes
No

Event Title *

NOTE: We cannot and will not design client-directed emails. If you choose "yes" here, you will need to provide us with a list of advisors to which to send the email.

Provide the Zoom Link

Date / Time

Date

Time

Time Zone *

Do you require an email invitation?

Yes
No

Marketing will create a Salesforce campaign for you. Once completed, you will be notified so you can populate the campaign.

Venue Name

Address

Address Line 1

Address Line 2

City

State

Zip Code

Venue Website / URL

Venue Phone

Event Topics/Themes to be Discussed:

RSVP Contact Details

Clark Capital Presenter(s)

Clark Capital Host(s)

External Presenter (if any)

Additional Details / Requests

Upload Presenter Photo

Click or drag a file to this area to upload.