Instructor Downloads
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How To Turn 71% Of Attendees Into Appointments
How $90 Million Advisor Obtains Critical Client Data
AFES Workshop Mailer Setup Form
401k: Failed Experiment 5-19-2015
Securing Income with Annuities
Social Security Trustees Report 2017
Investigation-Interview Questions
Letter to Client for First Meeting
Where Annuities Fit: ABC Planning Process
Stop Selling and Start Leading
MAXIMIZING SOCIAL SECURITY
Maximizing Social Security- 8th Edition- Quadrant Planning
Maximizing Social Security- 7th Edition- ABC Planning
Workbook Answer Key(s)
8th Edition- Quadrant Planning Workbook Answer Key
7th Edition- ABC Planning Workbook Answer Key
Student Forms and MaterialsMaximizing Social Security Course Evaluation
Maximizing Social Security Course Description
Maximizing Social Security – ABC Planning Strategy Session Form
Maximizing Social Security Workshop Goals
2019 Social Security Trustees Report
2020 Social Security Fact Sheet
Marketing Materials
Maximizing Social Security Upcoming Workshop Flyer
Maximizing Social Security Pre Class Letter Sample
Maximizing Social Security Banner
Training & Examples
Maximizing Social Security Seminar 02-25-17
Maximizing Social Security Sample Statement Wanda Worker[/boc_accordion][/boc_accordion_section][/vc_column][vc_column width=”1/3″][boc_heading html_element=”h3″ color=””]Social Security & Taxes[/boc_heading][boc_accordion_section border=”yes”][boc_accordion title=”PowerPoint Presentation”]Social Security & Taxes Workshop PowerPoint[/boc_accordion][boc_accordion title=”Lesson Plans and Materials”]
Workbook Answer Key[/boc_accordion][/boc_accordion_section][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][boc_heading html_element=”h3″ color=””]TAX ADVANTAGED PLANNING[/boc_heading][boc_accordion_section][boc_accordion title=”PowerPoint Presentation”]TAP Workshop PowerPoint[/boc_accordion][boc_accordion title=”Lesson Plans and Materials”]
TAP Poster Board[/boc_accordion][/boc_accordion_section][/vc_column][vc_column width=”1/3″][boc_heading html_element=”h3″ color=””]PRINCIPLES OF RETIREMENT PLANNING[/boc_heading][boc_accordion_section border=”yes”][boc_accordion title=”PowerPoint Presentations”]PRP Workshop Presentation – Quadrant Planning
PRP Workshop Presentation – ABC Planning
Quad. Planning PRP Workshop Goals Form
PRP Evaluation Form – Quad Planning
PRP Quadrant Planning Workshop Flyer
General:
ABC PRP Financial Interview Form
Videos:
What If We Do It Again[/boc_accordion][/boc_accordion_section][/vc_column][vc_column width=”1/3″][boc_heading html_element=”h3″ color=””]WOMEN & RETIREMENT[/boc_heading][boc_accordion_section border=”yes”][boc_accordion title=”PowerPoint Presentations”]Women & Retirement Presentation[/boc_accordion][boc_accordion title=”Lesson Plans and Materials”]How Not to Run Out of Money Evaluation Form
Financial Decision-Making Styles Test[/boc_accordion][/boc_accordion_section][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][boc_heading html_element=”h3″ color=””]CONSERVATIVE RETIREMENT PLANNING[/boc_heading][boc_accordion_section border=”yes”][boc_accordion title=”PowerPoint Presentations”]Three Week Workshop Option
Two Week Workshop Option
Week 2 of 2[/boc_accordion][boc_accordion title=”Lesson Plans and Materials”]ABC Snackshop Script 2016
Budget Provision on Social Security Distribution Strategies
Certificate of Completion ABC Worskhop
Social Security Made Simple Chapters 1-4[/boc_accordion][/boc_accordion_section][/vc_column][vc_column width=”1/3″][boc_heading html_element=”h3″ color=””]SOCIAL SECURITY BENEFITS[/boc_heading][boc_accordion_section][boc_accordion title=”PowerPoint Presentation”]SOCIAL SECURITY BENEFITS: WHAT, WHEN, HOW[/boc_accordion][boc_accordion title=”Lesson Plans and Materials”]Social Security Benefits Workbook Answer Key
Current Income Needs Worksheet
2017 Social Security Trustees Report
2018 Social Security Fact Sheet[/boc_accordion][/boc_accordion_section][/vc_column][vc_column width=”1/3″][/vc_column][/vc_row][vc_row disable_element=”yes”][vc_column width=”1/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm vc_hidden-xs”][boc_heading html_element=”h3″ color=””]FOUNDATIONS OF RETIREMENT PLANNING[/boc_heading][boc_accordion_section border=”yes”][boc_accordion title=”PowerPoint Presentations”]Foundations of Retirement Planning 3 Week Pres 1st Week
Foundations of Retirement Planning 3 Week Pres 2nd Week
Foundations of Retirement Planning 3 Week Pres 3rd Week
Foundations of Retirement Planning 2 Week Pres 1st Week
Foundations of Retirement Planning 2 Week Pres 2nd Week
Foundations of Retirement Presentation Single Session
Foundations of Retirement Training PowerPoint[/boc_accordion][boc_accordion title=”Lesson Plans and Materials”]Foundations of Retirement Planning Upcoming Workshop Flyer
Foundations of Retirement Planning Evaluation Form
Foundations of Retirement Planning Banner[/boc_accordion][/boc_accordion_section][/vc_column][vc_column width=”1/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm vc_hidden-xs”][boc_heading html_element=”h3″ color=””]FINANCIAL ABCS OF RETIREMENT PLANNING[/boc_heading][boc_accordion_section border=”yes”][boc_accordion title=”PowerPoint Presentations”]ABC Presentation Workshop 3 Weeks
ABC Presentation Workshop 2 Weeks 2nd Week Revised
ABC Presentation Workshop 2 Weeks 1st Week Revised
ABC Presentation Workshop Single Session[/boc_accordion][boc_accordion title=”Lesson Plans and Materials”]Batsocks Chapters
ABC Workshop Goals Sheet Sample
ABC Workshop 3 Week Lesson Plan
ABC Workshop 2 Week Lesson Plan
ABC Workshop Upcoming Workshop Flyer
ABC Workshop Financial Interview Form[/boc_accordion][/boc_accordion_section][/vc_column][vc_column width=”1/3″][boc_heading html_element=”h3″ color=””]GENERAL[/boc_heading][boc_accordion_section border=”yes”][boc_accordion title=”Workshop Materials”]Workbook Order Form
AFES Workshop Mailer Setup Form
Workshop Script[/boc_accordion][boc_accordion title=”Articles/Studies”]Merrill Lynch Study; Work in Retirement
Americans Retiring Later in Life
Are You Really Ready to Retire? 07-31-15
401k: Failed Experiment 5-19-2015
Securing Income with Annuities
Social Security Trustees Report 2017
ABC Planning Process Script[/boc_accordion][boc_accordion title=”Planning Process”]Investigation-Interview Questions
Letter to Client for First Meeting
ABC Planning Process Training Manual 06-2017 Immersion Event
ABC Planning Model Extended Unpersonalized[/boc_accordion][boc_accordion title=”Course Videos”]Sony Space Video
Butcher vs. Dietician[/boc_accordion][boc_accordion title=”Training/Webinars”]Webinar: Holly Buchanan Training video
Where Annuities Fit: ABC Planning Process
Stop Selling and Start Leading
Relational Focus Group Manual[/boc_accordion][/boc_accordion_section][/vc_column][/vc_row][vc_row disable_element=”yes”][vc_column width=”1/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm vc_hidden-xs”][boc_heading html_element=”h3″ color=””]CLIENT EVENTS/DINNER SEMINARS[/boc_heading][boc_accordion_section border=”yes”][boc_accordion title=”PowerPoint Presentations”]ABC Snackshop Presentation 2017
Wall Street Worries dinner seminar
Women’s Dinner Seminar Powerpoint
Workbook – Dinner Seminar – Women & Retirement
Hegna: Retire Happy Dinner Seminar Powerpoint
Wall Street Is On Fire dinner seminar[/boc_accordion][/boc_accordion_section][/vc_column][/vc_row]
