Client Workshops – Retirement Planning
Workshop marketing is a great strategy to generate new prospects and reengage with your clients.
These topics are appropriate for those nearing or in retirement.
| Topic/Description | PowerPoint | Support Materials |
| Getting the most from Social Security - How your benefits are calculated, options for taking them and strategies to maximize your benefits. | MM4787Q (17 slides) |
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| Hello, retirement! - For those getting ready to retire, discusses estimating retirement expenses and income, paying for healthcare, turning savings into income and creating a spending plan. | PT498A (36 slides; slide 31 optional) |
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| Medicare: What you don't know and what it could cost you - Why Medicare planning is a critical component of your retirement plan, the nuts and bolts of Parts A, B, C and D, and how to make better-informed decisions. | MM5944 (24 slides) |
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| Your life and your money in retirement – Highlights strategies and action steps retirees can take to feel more confident transitioning to retirement, and emphasizes the importance of striking a balance between guaranteed and non-guaranteed sources of retirement income. The workshop can be a lead-in to retirement income conversations with your clients. | RF2108B (31 slides) |
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