New Client-Facing PowerPoint Presentations

Thank you to everyone who participated in our Learning Hour Call on March 17th.

Steve and Amy introduced two new client-facing PowerPoint presentations and discussed how you can integrate them into your process:

  • “A New Money Conversation for Couples”
    • Presentation pairs with our Fiscalosophy tool
    • Available on the Marketing page of the Resource Center
    • Not visible to Retirement Coaching-only or $Lifeline-only members
  • “Plan for Life’s Major Moments”
    • Presentation pairs with our $Lifeline tool
    • Available on the Marketing page of the Resource Center
    • Not visible to Retirement Coaching-only members

Download Audio File: You can download the audio file so you can listen to this Learning Hour on the go. You may have to “right click” to download it. CLICK HERE

Learning Hour Transcript: CLICK HERE

A New Money Conversation for Couples PPT: CLICK HERE

Fiscalosophy Profile (Paper Version): CLICK HERE

Plan for Life’s Major Moments PPT: CLICK HERE

Life Events (Paper Version): CLICK HERE