Investor Presentation Library Mid Career (Ages 35-49)

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.

Explores the powerful synergy of combining financial advice with a coaching approach, including how this combination can improve the outcomes and experiences for both advisors and investors.

Provides best practices on financial matters and can be tailored to highlight insights on diverse investors, including Black/African American, Asian American, Hispanic or Latino and LGBTQ+ investors.

Provides foundational learnings on critical financial education topics. Presentation options include: (1) Budgeting Essentials, (2) Debt Management, and (3) Investing Basics

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.

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.

The Money Confident Kids® program provides financial education tools to help kids think now about saving, spending, and investing for a lifetime of good money habits. This interactive workshop is intended for clients and the children in their lives (age middle to high school) to helps kids understand that every financial decision is associated with a time horizon. 

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.

Walks pre-retirees 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) access their retirement spending needs to help them work toward making their vision a reality.