How to Become a Trusted Resource to Prospective Clients

MemoryBanc can help you attract 20 prospective clients to your office to start a conversation about life planning. We partner with you and provide:

  • 20 copies of the award-winning system to manage documents, accounts, and assets (valued at more than $350)
  • A compelling 30-minute presentation by the author on why getting this information organized is important (valued at $500)
  • A consultation to coordinate with your message and sample copy for your invitation

All you need to do is invite your prospects and reserve a room. Each event is custom-tailored to your audience. Our most popular 30-minute speaking engagement invigorates and encourages attendees to get organized and take time to consider how they are planning for future unforeseen life events. Author Kay H. Bransford works with each partner to integrate with your message and tailor the content to your needs.

“Last year, the AARP Foundation recognized MemoryBanc as an “Older-Adult Focused Innovation,” and in a few months, our workbook—MemoryBanc: Your Workbook For Organizing Life—will be released in bookstores across the U.S. for $17.95.

We are offering you a turnkey event to begin a conversation with prospective clients or use the event to thank your customers with valuable information and the award-winning system that will benefit them and their families for just $495.

About the Author
Kay H. Bransford is a recognized expert in how to collect, manage, and organize personal information. ForbesThe Dr. Oz Show, and Huffington Post are a few of the media outlets that have turned to Kay to understand, and educate families, caregivers, and retirees on, this issue.

MemoryBanc: Your Workbook for Organizing LifeMemoryBanc: Your Workbook For Organizing Life is a practical workbook to help couples share account numbers, usernames, and medical and household details so that they can stay on the same page; it also provides individuals a solution to easily share this information should they ever need a loved one to step in and help them.

With the help of MemoryBanc, readers no longer have to store their information in their heads, on their phones, in a file, or under a keyboard—they now have one place that captures it all.


To take advantage of this offer, you must act by January 16, 2015. We will confirm your event date for any event scheduled during March, April, or May 2015.

To respond to this offer use the “Let’s Talk” link in the email you received, send a preferred date and time request to, or call 703.436.2827. Dates will be confirmed on a first-come, first-served basis.

This offer expires on January 16, 2015. After January 16, this package will return to $795.