Attract prospects with the most effective method for growing your practice. Our robust library of thoughtful and professional presentations includes multi-length educational seminars on various topics to help you deliver more value to your prospects and clients.
Our seminars help you reach prospects and clients in a variety of ways — via a series of comprehensive sessions or quick-hit, topic-focused presentations. Plus, we provide guided talking points and the ability to add coordinating workbooks so participants get the most out of each session.
We have an entire suite of seminars, each designed to help you achieve a different business goal. Choose from the following seminar options:
We offer the tools needed to coordinate a successful seminar. From PowerPoint presentations with guided talking points to high-quality participant workbooks, coordinating a seminar has never been easier. We provide the opportunity for you to increase your qualified leads without sacrificing your time.
Educate families about the importance of personal accumulation as a college funding source. This presentation focuses on four steps to college funding: estimating the costs, financial aid, tax-deferred and 529 plans, and college loan options.Presentation Sample
Educate clients and prospects about the need for careful action when it comes to managing an estate. This presentation focuses on estate planning fundamentals, challenges, distribution techniques, trust strategies, important documents, and estate taxes.Presentation Sample
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.Presentation Sample
Offer guidance on how annuities can help satisfy a variety of financial needs, from supplementing current retirement plans to producing an income stream that could last a lifetime. This presentation focuses on fundamentals of fixed, variable, and indexed annuities, considering their potential benefits and tax considerations, and describes how an immediate annuity works.Presentation Sample
Address five myths of investing and the corresponding truths that will give inexperienced investors the power to pursue their goals. This presentation focuses on starting an effective investing program, understanding different investment vehicles, allocating assets in a portfolio, and managing risk in uncertain markets.Presentation Sample
Help clients and prospects learn strategies to help maximize their lifetime Social Security benefits. This presentation focuses on how claiming age affects benefits, how different claiming strategies work, maximizing spousal and survivor benefits, the impact of working on benefits, and the taxability of benefits.Presentation Sample
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.Presentation Sample
Present strategies that can help clients and prospects generate a steady income stream and help their money last throughout retirement. This presentation focuses on investing for stability, income, and growth potential; tapping retirement assets; the tax implications of different distribution methods; and protecting income and assets from the unexpected.Presentation Sample
Address the important investment concerns shared by today’s retirees with a seminar that helps participants identify their needs and evaluate solutions that you can help implement. The presentation focuses on managing taxes, allocating assets to reduce risk, avoiding common pitfalls, and investing for income, growth potential, and stability.Presentation Sample
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.Presentation Sample
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.Presentation Sample
Educate prospects and clients on 2018 tax changes, including federal income tax brackets, limits on common itemized deductions, increases in standard deduction amounts and the child tax credit, and 529 savings plan enhancements. This presentation focuses on key provisions in the Tax Cuts and Jobs Act and how they will affect individuals and families.Presentation Sample
Arm prospects and worksite attendees with detailed financial knowledge so they can overcome common financial roadblocks and make informed financial decisions for their families. The comprehensive 6-hour presentation and 164-page participant workbook offer detailed information and strategies in six key financial areas: risk management, cash management, investment concepts, tax management, retirement planning, and estate conservation.Presentation Sample
This 10-hour seminar taps into the large and rapidly growing pre-retirement market so you can help them prepare for a more financially secure future. It focuses on the information pre-retirees are concerned about, such as building sufficient assets to retire, increasing retirement income, and exploring lifestyle options. The presentation and workbook topics cover financial basics, retirement income, investments, risk management, and estate planning.Presentation Sample
Position yourself as an expert with this comprehensive retirement system that offers participants real-world education to overcome challenges and prepare for a more comfortable retirement. The seven content-rich sections will help attendees make sound financial decisions: define and create your retirement, assess the costs, evaluate sources of income including Social Security, invest for the future, protect health and wealth, receive funds from retirement plans, and manage estate distributions.Presentation Sample