workshop-in-a-box

Pre-workshop

Maximizing Social Security Presentation Training

Tips for a Successful Workshop

Workshop Scheduling Calendar

Workshop Playbook

workshop

Taxes in Retirement PowerPoint Presentation

Maximizing Social Security PowerPoint Presentation

post-workshop

Follow-up Email and Phone Scripts​

Income Gap Finder​

Tax Map (Taxes in Retirement)

first appointment

First Meeting Outline

Meeting Checklist for Clients

Retirement Lifestyle Budget Planner

Retirement Readiness Scorecard