Client Workshops – Financial Planning
Workshop marketing is a great strategy to generate new prospects and reengage with your clients.
Topics for Individuals
| Topic/Description | PowerPoint | Support Materials |
| Debt reduction - Discusses the "real" cost of one's debt and how it can be taken control of in order to have more for retirement savings. |
PD439 |
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| Financial wellness - Provides tips on how to take a healthy approach to money matters. |
BB11946 (69 slides) |
Promotional resources: Handout:
Follow-up materials:
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