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  • College Planning 101
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    $295.00 USD
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    $295.00 USD
    Just over 40 slides will help your audience understand the importance of paying for their child's education with as little out of pocket as possible. They will learn strategies including paying fo...
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  • Estate Planning 101 Seminar Presentation
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    $295.00 USD
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    $295.00 USD
    Help your audience understand the estate planning process in this 14 full color slide presentation covering goals and steps to create a thoughtful plan that protects their legacy. Help them choose...
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  • Medicare 101 Seminar Presentation
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    $295.00 USD
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    $295.00 USD
    An engaging 40+ slides will deliver a straightforward explanation of medicare including costs, enrollment, types, supplements, drug plans, and how to fill the "holes" in medicare.   *A follow alon...
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  • Protecting your 401(k) in Uncertain Times
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    $295.00 USD
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    $295.00 USD
    This 37 slide presentation will explore the "do's and dont's" of a 401(k) plan. Also covered are the basics of a 401(k) including contributions, and explores scenarios of an employee quitting thei...
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  • Retirement Income & Tax Strategies (The Secure Act Update)
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    $295.00 USD
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    $295.00 USD
    Over 100 slides will take your audience on a journey helping them understand how taxes are calculated, tips and examples on capital gains, how the secure act changes your retirement plan, long ter...
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  • Social Security Planning (Planning for Income)
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    $295.00 USD
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    $295.00 USD
    Baby Boomers want to know if Social Security will be there for them. You can help answer that question in this 50 slide presentation. Help your audience understand the value of Social Security, ho...
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  • Webinar Version - Medicare 101 Seminar Presentation
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    $149.00 USD
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    $149.00 USD
    This shortened version of the Medicare 101 presentation for Webinars contains 30 slides will deliver a straightforward explanation of medicare including costs, enrollment, types, supplements, drug...
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  • Webinar Version - College Planning 101
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    $149.00 USD
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    $149.00 USD
    Webinars should be kept to around 30 minutes so we shortened this topic for you! Just over 25 slides will help your audience understand the importance of paying for their child's education with as...
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Showing 1 -8 of 13 items