Investor Presentation Library Pre Retirees (Ages 50-64)

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. 

Simplifies Social Security by addressing common misconceptions, providing foundational learnings on available benefits, and offering actionable next steps.

Helps investors understand the real costs of health care in retirement and take action on how to prepare.

Helps investors understand where they are on their journey toward saving for retirement, by answering the common questions of: Do I have enough? Am I on track? How much do I need? When can I retire?

Provides insights into how retirees think about spending in retirement, including the behaviors and motivations of spenders versus savers.

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 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.