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Investor Presentation Library Mid Career (Ages 35-49)
Resources to help guide your clients through various life stages.
Many individuals in this life stage are now supporting children, and for some, also elderly parents. You can guide them through handling increased financial obligations, while helping them build net worth as their salary and human capital rises. This is a time when many investors are seeking guidance from financial professionals for the first time and acts as a pivotal time to establish key relationships.
6 G’s of Money I Wish I had known When I was Growing Up
Provides inspirational financial life lessons in a way designed to engage young adults.
Achieving Financial Goals
Helps investors understand the steps needed to successfully accomplish key life milestones, including retirement, college savings, establishing an emergency fund, managing debt, and handling competing priorities.
Building Generational Wealth
Provides best practices on financial matters and can be tailored to highlight insights on diverse investors, including African American, Asian American, LatinX and LGBTQ+ investors.
Finding and Funding Your Why
Inspires women investors to become more engaged in their finances. Helps women consider their financial desires and goals, and how to build a plan to get there despite the obstacles women often face.
Health Care is Not a Six-Figure Word
Offers the real data on health care costs in retirement and shows that instead of being a “big scary number,” most health care costs are moderate, recurring costs that can be addressed in a comprehensive financial strategy.
How Successful Families Approach Money
Explores family dynamics around finances, providing insights into why it can be difficult to connect. We also share three keys to less stress when communicating with family members about money.
An Intro to ESG: Seeing the World Through a Different Lens
Explains the basics of Environmental, Social and Governance (ESG) investing and how individuals can incorporate ESG into their priorities.
Planning for Retirement Health Care Costs Using HSAs
Provides an overview of what health care costs retirees can expect, and how Health Savings Accounts (HSAs) can help them save for future costs.
Retirement Spending: Revolutionize Your Thinking
Provides insights into how retirees think about spending in retirement, including the behaviors and motivations of Spenders versus Savers.
Speaking of Markets
Describes the current market conditions for equities and bonds, and how investors can prepare their portfolios for what’s ahead with the help of a financial professional.
Visualize Retirement: From Vision to Reality
Walks people through a three-step process to: (1) create their retirement vision, (2) build a personalized action plan to bring clarity to their vision, and (3) assess their retirement spending needs to help them work toward making their vision a reality.
202301-2672807
