Client "Managing Your Retirement Income" Marketing Workshop

One of the best ways to promote your retirement income expertise is to educate your clients directly. We’ve taken the work out of this by designing the Client “Managing Your Retirement Income” marketing workshop for you.

Retail: $695.00
Sale Price:


Click to look inside:
Preview the course contents click here. To view a sample of the workshop PowerPoint presentation click here. To view a sample of the workshop workbook click here.



Course Description:
This 60 minute workshop is a highly-relevant and practical educational marketing workshop for clients and prospects who want to know, “When and how should I take income from my retirement savings?” With longer life expectancies, rising health care costs, and fluctuating retirement savings values, generating a continuous income stream is an increasingly difficult challenge for all but the most well-prepared. Clients need to understand the challenges they will face before they retire in order to make informed decisions about when to retire and how to take distributions from their pension, defined contribution plans, IRAs and other personal retirement savings.

Likewise, retirement advisors and counselors need an objective educational marketing workshop that teaches pre-retirees what they need to know to make a successful transition to retirement and manage their income so that they can productively and suitably help clients and prospects experience a retirement as beneficial and personally rewarding as they had hoped.

This unique workshop includes a scripted PowerPoint presentation, 25 participant workbooks a recording of a workshop presentation and an evaluation form. Licensing Fees: First year licensing fee $695 includes 25 Workbooks. Subsequent annual licensing renewal fee $195. Additional workbooks $125 pkg/25 plus shipping

Specifications:
Scripted PowerPoint presentation, 25 participant workbooks, a recording of a workshop presentation and an evaluation form

Save

Save

Save

Save

Save

Save

Save

Save