50+ CE Courses $39 each or
$99/90 days or $199/365 days

Retirement Presentation Skills Training Workshop

Presenters are challenged today to make their points clearly, concisely and effectively with a confident and interactive delivery style. This two-day, hands-on, course for up to 12 people includes videotaped and critiqued practice presentations.
What customers say:   "Extremely valuable - should be required for anyone who presents."
Designed for: Advisors and Retirement Counselors educational marketing resources for clients and employees
Retail: $10,000.00

Why This Course?

“Confidence, Comfort and Connection . . .”

In today’s ”microwave” fast-paced culture, you have literally seconds to capture the attention and interest of your audience. Presenters are challenged to make their points clearly, concisely and effectively with a confident and interactive delivery style. Course participants will be able to gain more effective responses/results every time they speak to prospective clients, customers or retirement system members.

Who Should Participate?

This course is ideal for those who need to make presentations on a regular or even occasional basis: retirement professionals including registered representatives, insurance professionals, financial planners, CPAs, retirement advisors and benefits managers.

Instructional Formats

Our most popular workshop is a two-day format. All sessions are highly interactive, hands-on training with three-way, skill-building feedback. Each session also includes:
  • Seasoned top professional instructors
  • Multiple practice opportunities including body language word use, voice technique and question facilitation and handling
  • Small group and individual activities
  • Workbook
  • Valuable video taping of practice presentations
  • Individual assessments/coaching and personalized action plan
What Course Participants Will Learn
  • How to avoid technical jargon and use words that connect with your audiences
  • How to avoid ”shoveling it on” by limiting dry and boring statistics
  • How to quickly create/use visuals that add greater impact and clarity to your important content/key points
  • How to use stories and analogies to make technical information familiar and relevant
  • A five-step process to sell ideas and persuade listeners to take action
  • How to implement techniques to personalize and connect with your audience
  • How to overcome fear and control nervousness; build confidence
  • How to answer questions smoothly, confidently and effectively
  • How to develop effective alternatives to the lecture format.
Benefits to the Attendees
  • Get and keep audience attention
  • Make and reinforce your key points more effectively
  • Reduce nervousness, increase confidence
  • Apply interactive principles for greater impact and retention
  • Better educate, influence or help motivate listeners
Benefits to Your Organization
  • Build trust with soon-to-be retirees
  • Benefit from more effective educational marketing presentations resulting in greater customer attraction and retention
You will receive:

Two-day live training/professional development course delivered by a one of our highly experienced professional instructors. Maximum 12 participants for best results.

Each participant will receive a certificate of completion suitable for framing.

The course can also be delivered in four, two-hour WebEx formats or in asynchronous elearning format. However, it is likely learners will experience less retention and ability to apply content.
Prerequisites:  None
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
SKU: 04PTSPresSkillsCLASS10

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