Multi-day Workshop, Passport to Retirement
- Multi-Session Experience
Flexible format is designed to be delivered in two sessions. - Comprehensive Retirement System
Provide attendees with a broad, lasting financial education with FINRA-reviewed classroom or worksite programs. - Largest Income Opportunity
Tap into the large and rapidly growing pre-retirement market and earn the highest prospect-to-client conversion ratios.
Attract and gain new customers with hassle-free educational seminars.
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.
Eight content-rich segments are designed to be delivered in two three-hour sessions or one day-long event An accompanying 120-page workbook summarizes key lessons and offers a variety of interactive activities to reinforce learning.
Topics Covered:
- 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
- Preserve wealth in an estate.
Don’t Forget Your Seminar Invitations!
Make a great first impression with premium direct-mail invitations, including premium invitation cards and printed brochures. Discounted pricing is available when you purchase invitations and workbooks.
Options Include:
- Premium, full-color invitation cards with matching envelopes; invitation includes variable printing and personalization options such as your headshot and an illustration of the seminar workbook
- 4- to 8-page invitation brochures that emphasize the educational value of the event; perfect for seminars being conducted at an educational institution or community organization
Let’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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