Retirement Presentations

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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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  • Empowering Women Seminar Presentation (Overcoming Challenges)
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    $295.00 USD
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    $295.00 USD
    Help women overcome challenges in retirement planning with his 15 full color slide presentation, covering why women generally earn less, invest too conservatively, and how to take charge of their ...
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  • Protecting your 401(k) in Uncertain Times
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    $295.00 USD
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    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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  • Create Your Own Pension
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    $295.00 USD
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    More and more people are facing a "Pensionless" retirement. That doesn't mean all is lost since you can create your own income stream with an Annuity! This sleek 28 page presentation will help you...
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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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  • IRA-401k-TSP Planning 101
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    $295.00 USD
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    $295.00 USD
    This presentation contains 30 full-color slides, that address the top 5 IRA mistakes made, new benefits of the Secure Act, old rules vs new rules, examples of missing a required minimum distributio...
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  • Roth Conversions - Strategies For You
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    $295.00 USD
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    This beautifully designed 30 page slide deck covers a comprehensive overview of Roth IRA’s including strategies for Roth IRA Conversions. This presentation helps your audience understand the Math...
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  • How Could President Biden Affect Your Retirement?
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    $295.00 USD
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    This presentation is a hot topic with all of the possible changes a new administration could make! Over 25 full color slides educate your audience how a Biden presidency can impact their retiremen...
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Showing 1 -8 of 29 items