Guide to Retirement

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As part of our Retirement Insights program, the Guide to Retirement serves as a valuable source of information on retirement topics and provides a strong backdrop for planning discussions.

Updated annually, the award-winning* Guide to Retirement provides an effective framework for supporting your retirement planning conversations with clients. It includes charts and graphs to help you explain complex issues in a clear and concise manner. A description and audio commentary are available for every slide.

*The Guide to Retirement won the 2012 RIIA Retirement Income Communications award, the 2014 MFEA STAR Award for retail education and the 2015 WealthManagement.com Industry Award for Thought Leadership – Investing. In addition, in 2018 it won “Highly Commended” in the "Best Pensions Paper 2018 (North America)" category: https://www.savvyinvestor.net/blog/awards-best-pensions-white-paper-north-america-2018, and most recently won the Investment Management Education Alliance (IMEA) Star Awards for “Retirement Ongoing Education”.

Download the Guide to Retirement PPT

Access the Guide to Retirement PowerPoint presentation.

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Retirement Principles

The Principles of a successful retirement presentation uses select slides in the award-winning Guide to Retirement to help you simplify the complex for your clients and help them make informed decisions.