Instructor Downloads
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GENERAL
Workshop Materials
Articles/Studies
Planning Process
MAXIMIZING SOCIAL SECURITY
POWERPOINT PRESENTATION
Lesson Plans and Materials
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
Social Security & Taxes
PowerPoint Presentation
Lesson Plans and Materials
TAX ADVANTAGED PLANNING
PowerPoint Presentation
Lesson Plans and Materials
PRINCIPLES OF RETIREMENT PLANNING
PowerPoint Presentations
Lesson Plans and Materials
WOMEN & RETIREMENT
PowerPoint Presentations
Lesson Plans and Materials
CONSERVATIVE RETIREMENT PLANNING
PowerPoint Presentations
Two Week Workshop Option