Available Seminars

How Health Can Affect Your Wealth In Retirement

Educate clients and prospects about the major expense health care can be for retirees. This presentation provides important insights into health-related costs in retirement, including: rising costs of health care in retirement; five factors that can affect overall costs; primary resources available, including Medicare and Medicaid; steps to help manage out-of-pocket costs; and how to take advantage of health savings accounts.

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College Funding

Educate families about the building blocks that go into funding a college education. This presentation focuses on the essential steps: estimating college costs; the importance of personal savings and using tax-advantaged accounts like 529 plans and Coverdell ESAs to build a college fund; and evaluating other funding sources that might supplement a family’s savings at college time, including financial aid and student loans.

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Estate Conservation

Educate clients and prospects about the need for careful action when it comes to managing an estate and conserving assets. This presentation focuses on estate planning fundamentals, challenges, distribution techniques, trust strategies, important documents and current tax laws.

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Financial Management

Help clients and prospects develop realistic financial goals and overcome common roadblocks to financial success. This presentation focuses on six key areas: cash management, insurance protection, investing, tax management, saving for retirement and leaving a legacy.

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Making the Most of Social Security

Help clients and prospects learn strategies to maximize their Social Security benefits. This presentation describes different claiming strategies, how married couples can enhance lifetime benefits, spousal and survivor benefits, the impact of working on benefits, taxability of benefits and Medicare.

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Retirement

Educate attendees about the importance calculating the cost of retirement, determining how much they might need, identifying potential sources of income, implementing sound investment strategies to build assets over time, understanding tax-advantaged investment vehicles and safeguarding assets from the unexpected.

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Retirement Income

Present strategies that can help clients and prospects generate a steady income stream and help their money last throughout retirement. This presentation covers the four steps to developing an income strategy: preparing for unexpected risks, envisioning a comfortable retirement and assessing income sources, refining an investment portfolio, and strategically tapping retirement assets.

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Surviving Market Swings

Help investors strengthen and diversify their portfolios, manage expectations and enhance their potential to ride out uncertain markets. This presentation focuses on making informed investment decisions, utilizing fundamental investment tactics to enhance the potential for success, understanding investment taxation and overcoming risky behavior.

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Taking Control

Help women strengthen their financial futures. This presentation focuses on maintaining good credit, insuring against the unexpected, putting money to work by investing, building a healthy retirement nest egg, maximizing Social Security benefits, and facing financial hardships such as divorce and widowhood.

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Tax Planning and Your Retirement

Educate attendees on recent provisions in the Tax Cuts and Jobs Act, the SECURE Act, and the CARES Act. The presentation explains the importance of taking advantage of new rules before they expire, how taxes affect Social Security benefits and Medicare premiums, and strategies to help manage tax liability in retirement.

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Product Features

Single-Session Seminar Features

• Full, color, 45- to 53-slide PowerPoint presentation with script; provides content for a 45- to 65-minute seminarr
• FINRA-reviewed material
• Annual updates
• Four-color, 20-page participant workbook, with personalized branding available
• Marketing materials: letter, flyer, invite postcard

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Explore the Seminar Solution Sets

Gain access to a seminar package that addresses important financial subjects. Sets include one or two Single-Session Seminars and one to three Webinars & Presentations, depending on the topic.

See Available Seminar Solution Sets