United States
Seminars
Use these client-use presentations and supporting materials to share timely investment topics with clients.
The Future is Now: Investing for a Brighter Tomorrow
Client-use presentation that discusses trends and themes in innovation that point toward a brighter future.
Uncharted Waters: Navigating Stock Market Volatility in a Coronavirus World
Client-use presentation that places current shocks in a historical perspective, describes how emotions affect decision-making ability, and provides three strategies to help investors live with market volatility.
The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire
Client-use presentation that educates clients on the myriad of choices, important dates, and decisions they’ll need to make as they wind down their working life and prepare for retirement.
Literature
The Home Stretch - A Participant's Guide
Download/Add to Cart
Take Control of Your Financial Future: Five Things Every Woman Should Know About Investing
Looks at how women can take control of their financial future as they make choices and face challenges about working, having a family or responding to life’s curveballs.
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.
Literature (1)
Six Barriers to Investment Success: Uncovering Your Behavioral Biases Brochure
Download/Add to Cart
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.
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.
Literature (5)
Re-Think Social Security Brochure
Download/Add to Cart
Social Security Options for Spouses, Widows and Ex-Spouses
Download/Add to Cart
Social Security Questions and Answers
Download/Add to Cart
Social Security Optimizer Quick Start Guide
Download/Add to Cart
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.
Literature (1)
90 Years of Bulls and Bears Brochure
Download/Add to Cart
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.
Invitations (1)
A Smarter Way to Invest for College Seminar Invitation (Word Doc)
Download
Literature (2)
529 Brochure
Download/Add to Cart
The Top 10 Things Everyone Should Know about 529 College Savings Plans
Download/Add to Cart
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.
Invitations (1)
Financial Aid Seminar Invitation
Download
Developing Your Practice
You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.
