• In 2022, we began a multi-year project to create a library of timeless client seminars.

• Each seminar will address one major issue in planning/investing – something that will draw your more affluent clients and prospects, because it’s a nearly universal concern.

• Each will be simple, clear, non-technical and with the stated goal of urging attendees to meet with you personally to continue the conversation.

• You will own the draft seminar, and be free to edit it as you think best or as your compliance function deems necessary.

• Each seminar will be evergreen, in that we will provide you with all the tools/resources you’ll need to update it as time passes.

• The following volumes in THE EFFECTIVE SEMINAR series are currently available.

Volume 1:

Planning for Lifetime Income in Retirement

Volume 2:

Fifty Years, Three Bear Markets

Volume 3:

Three Emotional Pitfalls in Long-Term Equity Investing