Multi-Day Workshops

Four Pillars of a Successful Retirement educational financial seminar system
Passport to Retirement educational financial seminar system
Financial Strategies for Successful Retirement educational financial seminar system

Fill your sales pipeline with qualified prospects

  • Multi-Session Experience
  • Updated Seminar Content
  • Full-Color Workbooks

Detailed Information

Provide an educational deep dive with a multi-session seminar that delivers a lasting financial education for your attendees. The presentations cover a broad range of retirement and personal finance topics, allowing you to demonstrate your breadth of knowledge and gain the trust of qualified prospects. Our FINRA-reviewed, flexible-format seminars are perfect for classroom or worksite settings and offer the highest conversion ratios.

We provide an in-depth, full-color presentation that includes high-impact graphics and easy-to-master scripts. Plus, you can add coordinating workbooks so participants get the most out of each session and can apply what they learn to their personal situations.

This solution is included in these Packages:
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Manage

Available Seminars

Four Pillars of a Successful Retirement®

Reach your target audience by covering the topics that are top-of-mind for pre-retirees. This seminar provides a modern-day approach to help participants develop skills to confront today’s retirement challenges. The four-hour presentation and 80-page participant workbook focus on four key areas: maximizing Social Security benefits, developing a retirement income strategy, managing taxes, and developing a legacy plan.

financial advisor seminar presentation
Presentation Sample
financial advisor seminar workbook
Workbook Sample
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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 secure financial future. It focuses on the information pre-retirees are concerned about, such as building sufficient assets to retire, increasing retirement income, managing wealth, and exploring lifestyle options. The presentation and workbook topics cover financial basics, retirement income, investments, risk management and estate planning.

financial advisor seminar presentation
Presentation Sample
financial advisor seminar workbook
Workbook Sample

Passport to Retirement®

Position yourself as an expert with this comprehensive retirement system that offers real-world education to help prospects overcome challenges and prepare for a more comfortable retirement. The seven content-rich sections and 135-page participant workbook will help attendees make sound financial decisions that can lead to retirement success: 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. Plus, you receive valuable sponsor materials to reach a larger audience and achieve maximum seminar success.

financial advisor seminar presentation
Presentation Sample
financial advisor seminar workbook
Workbook Sample
financial advisor seminar image list
Image List

Product Features

Multi-Day Workshop Features
  • Full-color PowerPoint presentation with easy-to-master scripts
  • Flexible delivery format allowing 4 to 10 hours of instruction to be presented in two- or three-day sessions
  • FINRA-reviewed material
  • Annual updates
  • Four-color, 135- to 224-page participant workbook, with personalized branding available

Retail Pricing:

Choose from three seminars with coordinating workbooks available for purchase.
Four Pillars of a Successful Retirement®
$1,999 + annual update fee
+ $19.95 – $34.95 / standard workbook, or
+ $20.95 – $35.95 / personalized workbook

Financial Strategies for Successful Retirement®
$5,999 + annual update fee
+ $23.50 – $32.50 / standard workbook, or
+ $24.50 – $33.50 / personalized workbook

Passport to Retirement®
$4,999 + annual update fee
+ $19.99 – $27.99 / standard workbook, or
+ $20.99 – $28.99 / personalized workbook

DETAILS & COMPARE CLOSE

Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834