Multi-Day Workshops
Fill your sales pipeline with qualified prospects
- Multi-Session Experience
- Updated Seminar Content
- Full-Color Workbooks
Detailed Information
Provide an educational deep dive with a multi-session seminar that delivers a lasting financial education for your attendees. The presentations cover a broad range of retirement and personal finance topics, allowing you to demonstrate your breadth of knowledge and gain the trust of qualified prospects. Our FINRA-reviewed, flexible-format seminars are perfect for classroom or worksite settings and offer the highest conversion ratios.
We provide an in-depth, full-color presentation that includes high-impact graphics and easy-to-master scripts. Plus, you can add coordinating workbooks so participants get the most out of each session and can apply what they learn to their personal situations.
This solution is included in these Packages:
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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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?
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| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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