Retirement Investment Strategies

Retirement Investment Strategies gives you a means with which to address the important investment concerns shared by today's retirees. This seminar helps participants identify their needs and evaluate solutions that you can help them implement. They'll learn how to determine their risk tolerance, benefit from the tax rules specific to their age group, and much more.

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Presentation

Workbook

Image List

System Components

  • 75 full-color presentation images with sourced scripts
  • A coordinated marketing campaign that includes a flyer, direct-mail letter, postcard, and invitation
  • Access to result-producing dining invitations, letters, and wave direct-mail packages
  • 20-page, 4-color, personalized participant workbook
  • Evaluation form
  • FINRA-reviewed
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