Increase your clients’ and prospects’ confidence in, trust of, and respect for your services by providing objective, application-oriented education for making informed retirement income decisions.
Gather, reposition and retain retirement assets with retirement income planning proficiency.
Do you want a great way to differentiate yourself to your prospects and clients?
Demonstrate how you can help them make informed retirement income decisions with the "Managing Your Retirement Income Workshop."
Today’s retirement planning environment is complex. 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, 401(k)/457/403(b), IRAs and other personal retirement savings.
Likewise, retirement advisors and counselors like you need an objective educational marketing workshop that teaches pre-retirees what they need to know and do to make a successful transition to retirement. If you serve the middle-affluent and middle-mass markets, you need resources that enable you to productively, profitably and suitably help clients and prospects experience a retirement as beneficial and personally rewarding as they had hoped.
We've made this easy for you with our "Managing Your Retirement Income" educational workshop. This InFRE
® Retirement Resource Center Signature Series product helps you provide a high touch, high value service for the people who matter most to your business -- your clients and prospects.
What workshop attendees will learn
During the 75-90 minute, "Managing Your Retirement Income" educational marketing workshop, clients and prospects learn how to make informed retirement income planning decisions. They'll receive worksheets to complete at home for use in post-program, one-on-one meetings with you. Our interactive delivery design, along with completion of a personalized Action Plan during the workshop, will faciliate their ability to implement what they learn:
- The importance of identifying the life they would like to retire to
- How to identify essential and discretionary expenses and creating a lifetime income floor
- The four greatest risks retirees face and how to manage them
- Options for closing potential retirement income gaps
- Methods for creating a secure income stream that lasts
a lifetime
- Why it is important to use a qualified advisor to create a
retirement income plan
Workshop license includes:
- 75-90 minute FINRA-reviewed, scripted PowerPoint presentation
-
See an excerpt of the audience-interactive calculators integrated in the presentation to meaningfully demonstrate concepts that will make your one-on-one meetings more productive.
- See an excerpt of the 25 four-color Client Workshop Workbooks included in the initial license package. The license requires each participant receive a workbook; extra workbooks available for order below.
- See an excerpt of the 10 Client Retirement Income Planning Worksheet booklets included in the initial license package for you and your clients to apply what they learned in the workshop.
- Watch an excerpt of the "Train-the-Trainer" online elearning course that comes with this package to help you prepare your delivery.
Benefits to you for presenting this workshop:
- An increase in confidence in, trust of, and respect for your services by providing objective education for making informed decisions
- The introduction during the program of worksheets and a process developed by CRC®, CFP® and CFA® certified professionals helps you productively, profitably and suitably guide clients through a retirement income planning process
- Clients will better understand the retirement decision-making process and can be better prepared for one-on-one counseling sessions
- Clients will better understand which types of distribution options and retirement savings investments have potential for their situation, thus reducing the time needed to design a retirement income plan.
The tools in this package will help you be a knowledgeable and confident presenter:
- Watch this excerpt of the online elearning "Train-the-Trainer" course to help you prepare your delivery
- Fully-scripted PowerPoint presentation for you to deliver to the attendees of the workshop
- Includes audience interactive calculators that demonstrate key financial concepts (see demo here)
- 25 four-color Workbooks (see excerpt here)
- 10 Client Retirement Income Planning Worksheets booklets (see sample here)
- The customizable Action Plan contained within the Workbooks to jumpstart attendees' willingness to implement what was learned during the workshop
- Includes a workshop evaluation template
“No one should even consider retiring without this information.”
“This hour and a half made us take a realistic look at retirement.”
“This helps my husband and me start planning in a practical way that we can understand.”
“Provided multiple areas to think about for retirement. Made me see the need to visit with a planner or advisor now instead of waiting.”
You will receive:
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.
