Retirement Optimization Course
For Active Retirees

Engage Adults ages 65+

Recommended for advisors focused on asset gathering

Reach retirees

Active retirees have found that the world they’ve retired into is more complex than they anticipated. Our changing economy and improved healthcare represent new opportunities and pitfalls, and many have found their retirement plan is overdue for a tune-up. They’re motivated to learn the new rules of investing and need an advisor they can rely upon throughout their retirement.

DAY 1

• RETIREMENT INCOME CONCERNS
• HOW LONG WILL MY MONEY LAST?
• INVESTMENTS

DAY 2

• RETIREMENT INCOME SOURCES
• HEALTH CARE PLANNING
• 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 Optimization CourseFor Active Retirees

Engage Adults ages 65+Recommended for advisors focused on asset gathering