Taking Control

Taking Control is designed to help women strengthen their financial futures. It focuses on the importance of maintaining good credit, insuring against the unexpected, putting money to work by investing, building a healthy nest egg for retirement, maximizing Social Security benefits, and facing financial hardship such as divorce and widowhood.

View Samples


Presentation

Workbook

Image List

System Components

  • 74 full-color presentation images with sourced scripts
  • A coordinated marketing campaign that includes a flyer, letter, and postcard
  • Access to result-producing direct-mail invitations, including a premium invite and a conference invite
  • 20-page, 4-color, personalized participant workbook
  • Evaluation form
  • FINRA reviewed
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