Retirement Answers 101 is a comprehensive financial education course intended to provide pre-retirees and retirees with a better understanding of the many financial planning pitfalls that need to be considered as they face retirement. Whether the goal is to maintain the lifestyle they have become accustomed to during their retirement years or prepare for the next step.

For the advisor, this means hosting a turn-key, professionally branded, two-part seminar for attendees in a academic based environment at your local university or college campus.  The Retirement Answers 101 program is very different from other financial education courses available to attendees and advisors today. Attendees will receive a manual, a booklet for note taking, and handouts that collectively represent over 175 pages of quality, comprehensive content, specifically written for investors who are nearing or in retirement.

Advisors will quickly see that the Retirement Answers brand is very modern and consistent throughout all electronic and print materials. Traditionally, advisors conducting public seminars will send out direct mail and hope that this single form of advertising will land in the hands of qualified prospects and provide enough information for them to decide whether they would like to attend the seminar. Retirement Answers incorporates traditional marketing (such as direct mail) but also leverages technology to generate interest in the course, as well as share the value of attending.

To learn more, click and download the advisor overview below.

Why You Should

Host This Course.