One of the best ways to promote your retirement income planning expertise is to educate your clients directly. That’s why we created the Managing Your Retirement Income presentation.
This 60-minute presentation has been designed to be offered as a live presentation, virtually as a webinar, or during a one-on-one meeting. Managing Your Retirement Incomeis a highly relevant and practical educational marketing presentation for clients and retirement plan participants who want to know how you can help them create a retirement income plan that will last a lifetime.
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 workshop has already been presented to thousands of pre-retirees. Evaluations are always very positive, and participants often comment thatManaging Your Retirement Incomewas the most informative and worthwhile presentation they have attended.
This unique presentation includes a scripted PowerPoint presentation, a train-the-trainer recording of a presentation, presentation tips, and a participant evaluation form.
Note: Licensing agreement is for a single user. To license for more than one user, please call 847-756-7350 ext 132
What Participants Said About
“Managing Your Retirement Income”
“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.”