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    1. Guide to Retirement

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    Guide to Retirement

    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 topics in a clear and concise manner. A description and audio commentary are available for every slide.

    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.

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    On the Bench

    Need more Guide to the Retirement? Access an additional collection of Guide to the Retirement slides, updated on a yearly basis.

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