Seminars

A Seminar for Every Goal

We have an entire suite of seminars, each designed to help you achieve a different business goal. Choose from the following seminar options:

• Comprehensive Seminars that create an educational deep-dive for prospects and clients through a multi-session format
• Topic-Specific Seminars that explore specific financial topics, giving you the opportunity to establish yourself as an authority on a variety of subjects including Social Security, college funding, estate conservation, surviving market swings and more
• One-on-One Presentations that provide your contacts with precisely the information they’re seeking in a digestible, 30-minute format — perfect for client meetings or multi-attendee webinars
• Choose from the largest selection of topics and presentations available today, including: annuities, business continuation planning, college funding, estate planning, financial management, investing, retirement, Social Security, women’s finance, and other hot topics

An Easy, Streamlined Process

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.

• Personalized seminar workbooks that incorporate your logo, head shot and contact information
• Detailed PowerPoint presentations with accompanying scripts, minimizing preparation time for event presentation

Available Topic-Specific Seminars

College Funding

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.

Estate Conservation

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.

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.

Income for Life

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.

Investment Fundamentals

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.

Making the Most of Social Security

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.

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.

Retirement Income

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.

Retirement Investment Strategies

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.

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.

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.

Tax Cuts and Jobs Act

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.

Available Comprehensive Seminars

The Complete Financial Management Workshop^®

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.

Financial Strategies for Successful Retirement^®

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.

Passport to Retirement^®

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.

Available Seminar Solution Sets

Annuities and Taxes

• Includes the following Topic-Specific Seminar: Income for Life
• Includes the following Presentations: Introduction to Annuities and Variable Annuities

Approaching Retirement

• Includes the following Topic-Specific Seminar: Retirement Income
• Includes the following Presentations: Social Security, Estate Planning Basics, and Planning for Long-Term Care

Business Owners

• Includes the following Presentations: Business Continuation Planning and Your Employer-Sponsored Retirement Plan

College Funding

• Includes the following Topic-Specific Seminar: College Funding
• Includes the following Presentation: College Planning

Estate Planning

• Includes the following Topic-Specific Seminar: Estate Conservation
• Includes the following Presentations: Estate Planning Basics, Advanced Estate Planning, and Special Needs Planning

Financial Management

• Includes the following Topic-Specific Seminar: Financial Management
• Includes the following Presentation: Financial Planning Basics

Investment

• Includes the following Topic-Specific Seminars: Investment Fundamentals and Surviving Market Swings
• Includes the following Presentation: Investment Basics

Retirement

• Includes the following Topic-Specific Seminar: Retirement
• Includes the following Presentations: Retirement Basics, Planning for Long-Term Care, and Roth IRA Conversions

Retirement Income

• Includes the following Topic-Specific Seminars: Retirement Income and Retirement Investment Strategies
• Includes the following Presentation: Retirement Income

Social Security

• Includes the following Topic-Specific Seminar: Making the Most of Social Security
• Includes the following Presentation: Social Security

Starting Out

• Includes the following Topic-Specific Seminar: Financial Management
• Includes the following Presentations: College Planning, Financial Planning Basics, and Investment Basics

Women’s Finance

• Includes the following Topic-Specific Seminar: Taking Control
• Includes the following Presentations: Retirement Savings Challenges for Women and Women and Money

Seminars Solution Features

One-on-One Presentation Features

• Full-color, 20+ slide PowerPoint presentation with guided talking points; provides content for 30-minute meeting
• Video introduction to promote seminar via email or website
• FINRA reviewed
• Interactive client workbooks
• Coordinating seminar invitation
• Access to entire library of presentations

Topic-Specific Seminar Features

• Full-color, 50- to 72-slide PowerPoint presentation with script; provides content for a 50-minute to 1.25-hour seminar
• Seminar evaluation form
• All FINRA reviewed
• Four-color, 20-page personalized participant workbook
• Marketing materials: letter, flyer, invite postcard

Comprehensive Seminar Features

• Full-color, 2440 to 326-slide PowerPoint presentation with script; provides content for 5 to 10 hours of instruction
• Flexible structure allows content to be broken into two- or three-day workshops
• All FINRA reviewed
• Presentation scripts
• Four-color, 136- to 224-page personalized participant workbook