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  • Long Term Care 101 - Member Access
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    Your audience will learn important factors they should consider when planning for long term care in retirement. This 35 slide presentation will discuss real life scenarios and what your audience s...
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  • Market Volatility Seminar Presentation - Member Access
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    Almost 20 slides will explain what causes a market crash, how long markets take to recover, and when you shouldn't react to a market crash. Your audience will walk through an example of investor p...
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  • Maximize Social Security - Minimize Taxes Membership Access
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    This 36 slide presentation will cover the basics of Social Security and what many do not think about when applying for benefits. Your audience will learn how to minimize taxes while maximizing ben...
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  • Medicare 101 Seminar Presentation - Member Access
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    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 along ...
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  • Physician Student Loan Solutions - Member Access
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    This 21 slide presentation demonstrates the many scenarios physicians face when they start paying back their student loans. From repayment options, interest scenarios, and private refinancing, you...
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  • Planning Today For Tomorrow (Steps To Avoid Running Out of Money) 45+ - Member Access
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    A refreshing look at planning for retirement in this 35 slide presentation that will review expenses in retirement, income sources, estimate investment assets, calculate withdrawal rates, discuss ...
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  • Preparing for Inflation & More in Retirement - Member Access
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    Sixty slides in this presentation will demonstrate how inflation can (and likely will) impact your prospects retirement years. As we can see in a post-COVID time that inflation is an hot topic an...
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  • Protect Your Family, Protect Your Mortgage - Member Access
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    19 Slides will break down the process of securing various Mortgage life insurance products. Explain the benefits and sense of security provided to your family when you protect your most valuable as...
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Showing 25 -32 of 55 items