Practice Management

View resources to help clients prepare for retirement, generate retirement income and make Social Security choices.

Learn how Franklin Templeton 529 College Savings Plan can enhance your practice, deepen client relationships, and help clients achieve educational saving goals.

Learn how the Franklin Charitable Giving Program can provide clients a simple and flexible way to give to their favorite charity.

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

View training resources for professional development and investment concepts.

Workplace benefit programs can have a significant and positive impact on the financial well-being of employees and thus improve the bottom line for the organization. Franklin Templeton strives to provide financial professionals with valuable tools, resources and solutions to help engage employers and employees in these valuable financial benefits.

Learn about available tools and resources for Registered Investment Advisors.

View estate planning resources for HNW clients and financial professionals.