Retirement Presentations

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  • Taxes and Your Retirement 101
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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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  • Retirement Income Planning 101 (The Road To Retirement Success) 55+
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    The number one concern for retirees is running out of money. This 30+ slide presentation breaks down today's retirement strategy and looks at pension, social security, and other income sources. Yo...
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  • Planning Today For Tomorrow (Steps To Avoid Running Out of Money) 45+
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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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    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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  • How Inflation Can Impact Your Retirement
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    Just over 20 slides will quickly show your audience the impact inflation can have on their retirement. This presentation will walk your audience through the causes of inflation, effects of infla...
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  • Preparing for Inflation & More in Retirement
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    $295.00 USD
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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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  • Today’s Strategies For A Sustainable Income In Retirement
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    23 slides will demonstrate the value of proper retirement planning to create sustainable income. Your prospects will understand the value of proper timing, putting an income plan together, and the...
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  • Avoid High Tax Years In Retirement
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    $295.00 USD
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    One of the most commonly asked questions as one approaches retirement is, "how big will my tax burden be?". This presentation walks your audience through many scenarios that demonstrate how big of...
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Showing 9 -16 of 29 items