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Managing Your Retirement Income Presentation
One of the best ways to promote your retirement income planning expertise is to educate your clients directly. That’s why we created Managing Your Retirement Income.
This 60-minute program has been designed to be offered as a seminar workshop, virtual webinar, or one-on-one meeting. Managing Your Retirement Income is a highly relevant and practical educational marketing presenation for clients who want to know how you can help them create a retirement income plan that will last a lifetime.
This is not your typical retirement planning seminar. During the presentation, you will share the four primary retirement risks and how to manage them, how to create a retirement income solution, options for closing possible retirement income gaps, and how to convert retirement resources into income.
This program has already been presented to thousands of pre-retirees. Evaluations are always very positive, and participants often comment that Managing Your Retirement Income was the most informative and worthwhile presentation they have attended.
This unique presentation includes a scripted PowerPoint, a train-the-trainer recording, presentation tips, and a participant evaluation form. The presentation content is updated annually.
Note: Licensing agreement is for a single user. To license for more than one user, please call 847-756-7350 ext 132