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Investor Presentation Library Pre Retirees (Ages 50-64)
Resources to help guide your clients through various life stages.
Pre retirees need to prepare holistically for the next stage of life. You can help them estimate a budget, establish an overall plan, and consider the emotional features of retirement.
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.
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 Ready
Helps investors understand where they are on their journey toward saving enough for retirement.
Retirement Spending: Revolutionize Your Thinking
Provides insights into how retirees think about spending in retirement, including the behaviors and motivations of Spenders versus Savers.
Social Security Simplified
Provides details on Social Security including the benefits people can expect to receive and scenarios to consider when claiming benefits.
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
