Client Presentations

Here is a unique way to reach new clients and prospects. Generation X and Baby Boomers struggle right now with late-stage college planning for their children. Teach them how to surmount the burden of paying for their kids’ higher-ed, while also staying focused on larger saving and retirement planning goals.

Each Finra-reviewed presentations come with PowerPoint slides and speaker notes.

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Your membership includes a license to deliver and distribute:

6 Ways to Cut College Costs

6 Ways to Cut College Costs

Customizable client-education presentation. You get: 54 PowerPoint slides and 20+ page speaker notes (45 minute presentation). Ideal for large groups or one-on-one presentations.

An Inside Look at Qualifying for Financial Aid

An Inside Look at Qualifying for Financial Aid

Customizable client-education presentation. You get: 50+ PowerPoint slides and 20+ page speaker notes (45 minute presentation). Ideal for large groups or one-on-one presentations.

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy College Planning Program. Use of this material is subject to the Savvy College Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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