Seminars

Presentations and Materials

Use these client-use presentations and supporting materials to share timely investment topics with clients.


Six Barriers to Investment Success: Uncovering Your Behavioral Biases

Looks at six biases from the field of behavioral finance, how these biases affect decision-making ability and the impact they can have on portfolios.

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Invitations (2)

Six Barriers to Investment Success Invitation (Outlook Email)

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Six Barriers to Investment Success Invitation (Word Doc)

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Literature (0)

Six Barriers to Investment Success: Uncovering Your Behavioral Biases Brochure
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Keeping More of What You Earn: An Introduction to Tax-Free Investing Presentation

Provides an overview on how investors can keep more of what they earn through the benefits found in tax-free investing.

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Invitations (2)

Keeping More of What You Earn Seminar Invitation(Outlook Email)

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Keeping More of What You Earn Seminar Invitation(Word Doc)

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Beyond the Benchmarks Presentation

Learn how to identify truly active mutual funds that have the potential to go beyond market benchmarks both in terms of performance and risk management.

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Invitations (1)


Beyond the Benchmarks Seminar Invitation(Word Doc)

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Rising Rates—What You Need to Know

Educational client-use presentation on the different drivers of interest rates and potential investment strategies for a rising rate environment.

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Invitations (2)

Rising Rates Seminar Invitation(Outlook Email)

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Rising Rates Seminar Invitation(Word Doc)

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Literature (4)

Rising Rates—What You Need to Know Client Brochure
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Interest Rates and Your Fixed Income Investments Flyer
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Franklin Templeton Fixed Income Sector Chart Flyer
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Franklin Templeton Fixed Income Group Funds at a Glance Flyer: Interest Rates
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2020 Vision: The Case for Equities in the Decade Ahead

Makes a case for why it may make sense to invest in equities.

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Invitations (2)

2020 Vision Seminar Invitation(Word Doc)

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2020 Vision Seminar Invitation(Outlook Email)

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Income for What’s Next: Generating Income for Living

Helps clients turn a lifetime of savings into income for what’s next.

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Invitations (2)

Income for What’s Next Seminar Invitation (Word Doc)

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Income for What’s Next Seminar Invitation (Outlook Email)

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Literature (4)

Income for What’s Next Pop Quiz
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Income for What’s Next Client-use Brochure
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Income for What’s Next Personal Assessment
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Income for What’s Next Worksheet
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Securing Social Security: Today, Tomorrow and for the Future

Educates clients on the many decisions involved in claiming Social Security, as well as their consequences, and provide strategies to maximize the benefits received.

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Invitations (2)

Securing Social Security Seminar Invitation (Word Doc)

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Securing Social Security Seminar Invitation (Outlook Email)

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Literature (5)

Re-Think Social Security Brochure
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Social Security Options for Spouses, Widows and Ex-Spouses
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Social Security Questions and Answers
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Disappearing Options to Claim Social Security—For Some Flyer
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Social Security Optimizer Quick Start Guide
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RetireMetrics—Build a Better Retirement

Discusses how RetireMetrics can help clients better understand and prepare their portfolio for retirement.

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Invitations (2)

RetireMetrics Seminar Invitation (Word Doc)

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RetireMetrics Seminar Invitation (Outlook Email)

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Literature (1)

RetireMetrics Brochure
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Emotions, Expectations and Economics

Takes investors through the emotions associated with investing, the expectations of various personality types and the long-term returns of various asset classes during the economies of different decades.

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Invitations (2)

Emotions, Expectations and Economics Seminar Invitation (Outlook Email)
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Emotions, Expectations and Economics Seminar Invitation (Word Doc)
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Literature (1)

88 Years of Bulls and Bears Brochure
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Investing 101

Discusses the basics of stocks and bonds, benefits of asset allocation and why investing now may help investors meet their unique financial goals.

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Invitations (2)

Investing 101 Client Seminar Invitation (Outlook Email)

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Investing 101 Client Seminar Invitation (Word Doc)

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A Smarter Way to Invest for College

Provides a 529 college savings plan overview and gives information on the Franklin Templeton 529 College Savings Plan.

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Invitations (1)

A Smarter Way to Invest for College Seminar Invitation (Word Doc)
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Literature (2)

529 Brochure
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The Top 10 Things Everyone Should Know about 529 College Savings Plans
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Understanding the Financial Aid Process and College Savings Solutions

Helps clients learn the key reasons to save for college and how to navigate the nuances of financial aid.

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Invitations (1)

Financial Aid Seminar Invitation
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