Seminars

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


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.

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Invitations (2)

Uncharted Waters Invitation(Outlook Email)

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Uncharted Waters Invitation(Word)

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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.

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Invitations (2)

The Home Stretch Invitation (Outlook Email)

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The Home Stretch Invitation (Word)

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Literature

The Home Stretch - A Participant's Guide
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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.

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Invitations (2)

Take Control of Your Financial Future Invitation(Outlook Email)

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Take Control of Your Financial Future Invitation(Word)

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What Franklin Templeton Thinks...

An educational client-use presentation of Franklin Templeton's current insights and views of markets today.

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Invitations (2)

What Franklin Templeton Thinks Invitation
(Outlook Email)

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What Franklin Templeton Thinks Invitation
(Word)

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Literature

What Franklin Templeton Thinks Client Brochure
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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 (1)

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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Literature (1)

Franklin Tax-Free Income Funds - Invest with a Tax-Free Leader
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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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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)

90 Years of Bulls and Bears Brochure
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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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