Workshops, Seminars and Webinars

Passport to Retirement educational financial seminar system

Multi-Day WorkshopsOpens a new window Single-Session SeminarsOpens a new window Webinars & PresentationsOpens a new window Seminar Solution SetsOpens a new window

Detailed Information

Attract qualified prospects with the most effective method for quickly growing your practice. Our robust library of thoughtful, professional presentations includes multi-length educational seminars to help you deliver more value to your prospects and clients. These can be presented in-person or via a virtual webinar. Plus, we provide FINRA-reviewed scripts and coordinating workbooks, so participants get the most out of each session.

This solution is included in these Packages:

Grow

Invest

Manage

An Easy, Streamlined Process

We offer the essential tools needed to coordinate a successful event. From PowerPoint presentations with guided talking points to high-quality participant workbooks, hosting a seminar has never been easier. We provide the opportunity for you to increase your qualified leads without sacrificing your time.

Personalized seminar workbooks that incorporate your logo, head shot and contact information
Professional PowerPoint presentations with accompanying scripts, minimizing preparation time for event presentation

A Seminar for Every Financial Goal and Objective

We offer an entire suite of seminars, each designed to help you achieve a different business goal. Choose from the following seminar options:

The largest selection of topics and presentations available today, including: annuities, business continuation planning, college funding, estate planning, financial management, investing, retirement, Social Security, women’s finance and other hot topics
Multi-Day Workshops that create an educational deep dive for prospects and clients using a multi-session format that’s perfect for classroom or worksite settings
Single-Session Seminars that explore specific financial topics, giving you the opportunity to establish yourself as an authority on a variety of subjects including Social Security, college funding, estate conservation, surviving market swings and more
Webinars & Presentations that provide your contacts with the precise information they’re seeking in a digestible, 30-minute format — perfect for client meetings or multi-attendee webinars
Seminar Solution Sets that package together a variety of seminars addressing important financial topics

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Explore the Seminars

Multi-Day Workshops

Heading	Opens a new window Four Pillars of a Successful Retirement Sample Presentation Opens a new window	Opens a new window Four Pillars of a Successful Retirement Sample Workbook Opens a new window
Opens a new window Passport to Retirement^® Sample PresentationOpens a new window	Opens a new window Passport to Retirement^® Sample Workbook Opens a new window
Opens a new window Financial Strategies for Successful Retirement^® Sample PresentationOpens a new window	Opens a new window Financial Strategies for Successful Retirement^® Sample Workbook Opens a new window

Heading	Opens a new window Four Pillars of a Successful Retirement Sample PresentationOpens a new window
Opens a new windowOpens a new window Four Pillars of a Successful Retirement Sample WorkbookOpens a new window
Opens a new window Passport to Retirement^® Sample PresentationOpens a new window
Opens a new window Passport to Retirement^® Sample Workbook Opens a new window
Opens a new window Financial Strategies for Successful Retirement^® Sample PresentationOpens a new window
Opens a new window Financial Strategies for Successful Retirement^® Sample Workbook Opens a new window

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Single-Session Seminars

Heading	Opens a new window How Health Can Affect Your Wealth In Retirement Sample Presentation Opens a new window	Opens a new window College Funding Sample PresentationOpens a new window	Opens a new window Estate Conservation Sample PresentationOpens a new window
Opens a new window Financial Management Sample PresentationOpens a new window	Opens a new window Making the Most of Social Security Sample PresentationOpens a new window	Opens a new window Retirement Sample Presentation Opens a new window
Opens a new window Retirement Income Sample PresentationOpens a new window	Opens a new window Surviving Market Swings Sample PresentationOpens a new window	Opens a new window Taking Control Sample PresentationOpens a new window
Opens a new window Tax Planning and Your Retirement Sample PresentationOpens a new window

Heading	Opens a new window How Health Can Affect Your Wealth In Retirement Sample PresentationOpens a new window
Opens a new window College Funding Sample PresentationOpens a new window
Opens a new window Estate Conservation Sample PresentationOpens a new window
Opens a new window Financial Management Sample PresentationOpens a new window
Opens a new window Making the Most of Social Security Sample PresentationOpens a new window
Opens a new window Retirement Sample Presentation Opens a new window
Opens a new window Retirement Income Sample PresentationOpens a new window
Opens a new window Surviving Market Swings Sample PresentationOpens a new window
Opens a new window Taking Control Sample PresentationOpens a new window
Opens a new window Tax Planning and Your Retirement Sample Presentation Opens a new window

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Webinars & Presentations

Heading	Opens a new window An Introduction to Annuities Sample Presentation Opens a new window	Opens a new window Variable Annuities Sample PresentationOpens a new window	Opens a new window Estate Planning Basics Sample PresentationOpens a new window
Opens a new window Advanced Estate Planning Sample PresentationOpens a new window	Opens a new window Planning for Long-Term Care Sample PresentationOpens a new window	Opens a new window Business Continuation Planning Sample PresentationOpens a new window
Opens a new window Your Employer-Sponsored Retirement Plan Sample PresentationOpens a new window	Opens a new window College Planning Sample PresentationOpens a new window	Opens a new window Special Needs Planning Sample PresentationOpens a new window
Opens a new window Retirement Basics Sample PresentationOpens a new window	Opens a new window Roth IRA Basics Sample PresentationOpens a new window	Opens a new window Retirement Income Planning Sample PresentationOpens a new window
Opens a new window Social Security Sample PresentationOpens a new windows	Opens a new window Financial Planning Basics Sample PresentationOpens a new window	Opens a new window Investment Basics Sample PresentationOpens a new window
Opens a new window Retirement Savings Challenges for Women Sample PresentationOpens a new window	Opens a new window Women and Money Sample PresentationOpens a new window

Heading	Opens a new window An Introduction to Annuities Sample PresentationOpens a new window
Opens a new window Variable Annuities Sample PresentationOpens a new window
Opens a new window Estate Planning Basics Sample PresentationOpens a new window
Opens a new window Advanced Estate Planning Sample PresentationOpens a new window
Opens a new window Planning for Long-Term Care Sample PresentationOpens a new window
Opens a new window Business Continuation Planning Sample PresentationOpens a new window
Opens a new window Your Employer-Sponsored Retirement Plan Sample PresentationOpens a new window
Opens a new window College Planning Sample PresentationOpens a new window
Opens a new window Special Needs Planning Sample PresentationOpens a new window
Opens a new window Retirement Basics Sample PresentationOpens a new window
Opens a new window Roth IRA Basics Sample PresentationOpens a new window
Opens a new window Retirement Income Planning Sample PresentationOpens a new window
Opens a new window Social Security Sample PresentationOpens a new window
Opens a new window Financial Planning Basics Sample PresentationOpens a new window
Opens a new window Investment Basics Sample PresentationOpens a new window
Opens a new window Retirement Savings Challenges for Women Sample PresentationOpens a new window
Opens a new window Women and Money Sample PresentationOpens a new window

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Explore the Seminar Solution Sets

Gain access to a seminar package that addresses various aspects of an important financial topic. Sets include one to two Single-Session Seminars and one to three Webinars & Presentations, depending on the topic. The entire Webinars & Presentations collection is also available as the One-on-One Collection.

Seminar Sets

See Available Seminar Solution Sets

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Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

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Workshops, Seminars and Webinars

Fill your sales pipeline with qualified prospects

Detailed Information

This solution is included in these Packages:

An Easy, Streamlined Process

A Seminar for Every Financial Goal and Objective

Heading

Explore the Seminars

Multi-Day Workshops

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Single-Session Seminars

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Webinars & Presentations

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Explore the Seminar Solution Sets

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Let’s talk about what’s next for you

Thank you.