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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.

Licensing Fees:

  • First year licensing fee = $595
  • Annual licensing renewal fee = $195

 Presentation includes:

  • Full-color,  40-slide PowerPoint presentation with script
  • content for a one-hour presentation
  • Annual updates

Note: Licensing agreement is for a single user. To license for more than one user, please call 847-756-7350 ext 132

Presentation Participant Comments

“Very helpful information as I learn how to best fund my retirement years. I have 17 years before full retirement and will be meeting with my advisor very soon!”

“Great information and explained some questions that I was unsure about. The session was very helpful and pertained to my situation.”

“Some of the best information I have ever received about financial planning for retirement.”