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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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  • Bitcoin Investing 101
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    $295.00 USD
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    This presentation is a hot topic since Bitcoin is on fire! Enjoy 15 full color slides that educate your audience about Bitcoin, takes them through bitcoin facts and offers a chance to evaluate the...
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  • Annuities 101
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    $295.00 USD
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    This colorful 28 page slide presentation explains the basic Annuity categories and why "doing it yourself" is likely not the best option. Walk your audience through buying tips, suitability and mo...
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  • Retirement Planning (The Risks To Avoid)
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    $295.00 USD
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    Speak to the fears that your audience has about retirement. This 25 page slide deck presentation walks your audience through the decisions they must make between 55 and 72 years of age.   *A follo...
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  • Medicare 101 Seminar Presentation
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    $295.00 USD
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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 alon...
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  • Taxes and Your Retirement 101
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    $295.00 USD
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    This presentation contains 20 slides that clearly demonstrate the value of hiring a professional to manage wealth and investments. Engage your audience with the 9 steps in planning for your financ...
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  • Planning Today For Tomorrow (Steps To Avoid Running Out of Money) 45+
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    $295.00 USD
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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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  • When Retirement Is Less Than 10 Years Away
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    $149.00 USD
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    $149.00 USD
    It's crunch time as your audience heads into their golden years! Are they prepared? Help them get ready in some of the most crucial years of their life when it comes to planning for retirement....
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Showing 1 -8 of 17 items