A sample presentation I created that helps retired professionals with their retirement.

1. Are you ready for retirement? -- Participant Guide
[Logo Removed…Your Company Logo would go here…]
Wants to know are you ready for retirement?
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2. Are you ready for retirement? -- Participant Guide
SECTION I: INTRODUCTION
 Course Information – To improve the Participant’s knowledge and understanding of
how to be ready for retirement.
 Learning Objectives – Upon completion of this course, you will be able to:
o Know and apply what you need to do in order to be ready for retirement.
o Know and apply what to do if challenges are keeping you from being as
ready for retirement as you should be.
o Know and apply how [YOUR COMPNAY] can help you be ready for
retirement.
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3. Are you ready for retirement? -- Participant Guide
SECTION II: GETTING READY
Are you doing everything you can to know you will be ok for retirement? Y / N
Let’s See:
1. Do you currently contribute a regular amount for retirement out of each paycheck?
Y/N
2. Have you increased your contributions into your retirement account with the last 12
months? Y / N
3. Have you reviewed the investments within your retirement account within the last 6
months? Y / N
4. Do you know how much money you will need in your retirement account to maintain
your current lifestyle when you retire? Y / N
If you answered “No” to ANY of these questions, there could be some areas of development
when it comes to knowing if you will be ok for retirement.
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4. Are you ready for retirement? -- Participant Guide
SECTION III: EXPLORING FURTHER
Question 1 wanted to explore if you have started to commit today’s money toward your
retirement.
Some people may say the following….
I don't have enough money to start investing.
Something to consider, a minimum contribution of $10 a pay would
only impact your take some pay by about $8. More importantly the
longer you wait increases the likelihood your retirement account
may not get as big you think.
Question 2 wanted to explore if you are doing what you can to accelerate the growth of your
retirement.
Some people may say the following….
I have not gotten a raise so I can not contribute any more.
Something to consider, a raise is one of many ways your cash flow can
increase. Another way cash flow increases is to decrease your expenses.
One may have refinanced or paid off some debt. Or cut eating out from
4 times a week to 3 times a week.
Question 3 wanted to explore if you are taking the steps necessary to make sure each hard earned
dollar that you invest is being used to its fullest potential.
Some people may say the following….
Investing is too complicated so I am just going to pick the best performing funds
and leave the money there.
Something to consider, you can follow a general investment model or
select an investment option that will manage the account for you. These
options are great for hands-off investors.
Question 4 wanted to explore if you have projected how much of today’s money will you need to
put away in order to secure your current standard of living.
Some people may say the following….
I will have plenty of money for retirement. This account will be my extra
money.
Something to consider, is there really a such thing as TOO MUCH for
retirement.
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5. Are you ready for retirement? -- Participant Guide
SECTION IV: GETTING READY TO TAKE ACTION
Action Points:
1. If you have not started saving for retirement, today’s the day. You don’t want to lose
anymore time.
2. If you have started saving for retirement, wonderful! Continue to increase your
contributions, at a minimum of once per year, to truly maximize the value of your
retirement account.
3. Once you have truly maximized what YOU can contribute, make sure you take the next
step by reviewing your investments, at least, every 6 months.
4. Once you have maximized your contributions and know how your money is invested
properly. Know how much you will need by the time you will retire so there will be no
surprises and you can make adjustments along the way.
SECTION IV: PERSONAL REFLECTION / WRAP UP
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6. Are you ready for retirement? -- Participant Guide
(YOUR COMPANY’S NAME) is here to help…..
You are not alone when it comes to getting ready for your retirement.
You can reach us three easy ways:
Toll free number: 1-YOUR PHONE NUMBER WOULD GO HERE
Website: www.YOUR WEBSITE WOULD GO HERE .com
Your Local Representative:
Make a comment to yourself that you will always answer YES to being ready for retirement
by signing at the bottom. (This is for your records and for your eyes only.)
Signature: _____________________________
Date: _____/_____/_____
Please keep this workbook as a reference.
If you have questions you can call us, visit us online or meet with your Local Representative
Thank you for attending!!!
[LOGO REMOVED]
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