Available Seminars

Four Pillars of a Successful Retirement

Reach your target audience by covering the topics that are top-of-mind for pre-retirees. This seminar provides a modern-day approach to help participants develop skills to confront today’s retirement challenges. The four-hour presentation and 80-page participant workbook focus on four key areas: maximizing Social Security benefits, developing a retirement income strategy, managing taxes, and developing a legacy plan.

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Financial Strategies for Successful Retirement^®

This 10-hour seminar taps into the large and rapidly growing pre-retirement market so you can help them prepare for a more secure financial future. It focuses on the information pre-retirees are concerned about, such as building sufficient assets to retire, increasing retirement income, managing wealth, and exploring lifestyle options. The presentation and workbook topics cover financial basics, retirement income, investments, risk management and estate planning.

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Passport to Retirement^®

Position yourself as an expert with this comprehensive retirement course that offers real-world education to help prospects overcome obstacles and prepare for a more comfortable retirement. The eight content-rich segments are designed to be delivered in two three-hour sessions or one day-long event: envision retirement, assess the costs, evaluate sources of income (including Social Security), manage tax liability, protect health and wealth, invest for the future, choose a distribution method to tap assets, and preserve wealth in an estate. An accompanying 120-page workbook summarizes key lessons and offers a variety of interactive activities to reinforce learning.

Three direct-mail options are also available to generate interest and provide custom details on your course’s date, time, and location (see “Event Marketing” below).

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