United States
Seminars
Use these client-use presentations and supporting materials to share timely investment topics with clients.
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.
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.
What Franklin Templeton Thinks...
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
What Franklin Templeton Thinks Client Brochure
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Taken on Trust: Disrupting Money
Educates clients on the basics of cryptocurrencies, blockchain, and digital payment systems- and considers their potential for reshaping the world in which we live and invest.
Global-The New Core Presentation
Takes a deeper look at investment opportunities taking shape around the world over the next decade – bringing to light the advantages of a globally diversified portfolio.
Global-The New Core Invitation
(Word)
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
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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.
Literature (3)
Franklin Tax-Free Income Funds - Invest with a Tax-Free Leader
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Five Truths About Municipal Bonds
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Municipal Bonds: A Bright Spot in Today's Uncertain Markets
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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.
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.
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
Educational client-use presentation illustrating the potential benefits of investing in equities.
Literature (2)
The Power of Perseverance
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Historical Performance of US Markets
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Income for What’s Next: Generating Income for Living
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.
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.
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.
Literature (1)
88 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.
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.
Invitations (1)
Financial Aid Seminar Invitation
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Developing Your Practice
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