Retirement Planning Course
For Pre-Retirees

Engage clients age 50 - 65

Recommended for advisors who want to build their pipeline

Unlock new opportunities

Are you ready to grow your pipeline with the “gray wave?” Boomers have lived through decades of global and economic change. Now they’re seeking financial advice in record numbers. Help them prepare for the next phase of life with proven financial education and expert guidance.

DAY 1

• LIFE PLANNING FOR RETIREMENT
• RETIREMENT NEEDS & EXPENSES
• RETIREMENT ROADBLOCKS & MISTAKES
• RETIREMENT INCOME SOURCES

DAY 2

• RETIREMENT PLAN DISTRIBUTIONS
• INVESTMENTS
• RISK MANAGEMENT (INSURANCE)
• ESTATE PLANNING

GET A DEMO

Is this course right for my practice?

Convert prospects to clients

Deepen relationships with 1:1 session

After you’ve built trust and credibility during the course, attendees can request a one-on-one consultation with you, now positioned as a subject matter expert. These consultations are typically completed within 1-2 weeks and held in-person or virtually.

During this session, attendees can ask specific questions about their personal financial situations.

Plan for your annual client acquisition goals

Roadmap to success

Marketing strategy	Marketing campaigns	Class sessions (2-3 hrs each)	Potential 1:1 session
1 market area	2-3x per year	4-6 per year	30-45 sessions
2 market areas	4-6x per year	8-12 per year	60-90 sessions
3 market areas	6-9x per year	24-36 per year	90-135 sessions

Our clients and what they say

“Amazing results”

I am a financial advisor and have been using the FMT platform for over a year. I have taught 6 classes and have had amazing results! The material we teach in class is spot on and covers everything my clients want to learn!

Robert Jarman/Financial Advisor

“They deliver”

I have used FMT for about 6 years and find them to deliver 100% of what they promise. Their process helped me add about $60 million of assets under management.

Lee Hyder/Financial Advisor

“My business grew”

Presenting the FMT seminars has made my business. I grew from $15M to $85M with this as my primary marketing activity.

Steve Margulin/Financial Advisor

Retirement Planning CourseFor Pre-Retirees

Engage clients age 50 - 65Recommended for advisors who want to build their pipeline