Retirement Answers101 | A Financial Education Course

A Comprehensive Financial Education Course

A turn-key, comprehensive seminar system like you've never seen before.

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Retirement Answers 101 is a comprehensive financial education course intended to provide pre-retirees and retirees with a better understanding of the many financial planning pitfalls that need to be considered as they face retirement. Whether the goal is to maintain the lifestyle they have become accustomed to during their retirement years or prepare for the next step.

For the advisor, this means hosting a turn-key, professionally branded, two-part seminar for attendees in a academic based environment at your local university or college campus. The Retirement Answers 101 program is very different from other financial education courses available to attendees and advisors today. Attendees will receive a manual, a booklet for note taking, and handouts that collectively represent over 175 pages of quality, comprehensive content, specifically written for investors who are nearing or in retirement.

Advisors will quickly see that the Retirement Answers brand is very modern and consistent throughout all electronic and print materials. Traditionally, advisors conducting public seminars will send out direct mail and hope that this single form of advertising will land in the hands of qualified prospects and provide enough information for them to decide whether they would like to attend the seminar. Retirement Answers incorporates traditional marketing (such as direct mail) but also leverages technology to generate interest in the course, as well as share the value of attending.

To learn more, click and download the advisor overview below.

Why You Should Host This Course.

DOWNLOAD ADVISOR OVERVIEW

Valuable Information Covered in the Course.

Retirement

Account

Rules

Simply stated, what your attendees will learn from taking the Retirement Answers 101 Course is comprehensive information that will help give them the knowledge and tools needed to gain financial success and be a smart, informed investor and retiree. The materials covered in this course will be addressing some of the greatest retirement fears including Social Security election strategies, generating income, changing investments as you near or enter retirement, the suitability standard versus fiduciary responsibility of your advisor, passive/strategic investing vs. active/tactical investing, generational transfers, and many other topics.

Your Wealth

& 21st Century

Investing

Retirement

Income

Sources

Estate Planning

for Your

Future

All About

Health Care

in Retirement

Your

Retirement

Lifestyle

Late Stage

College Funding

& Planning

Social Security

Maximization

Strategies

Wealth

Transfer

Strategies

www.whyra101.com | 866-907-4275

Click on the video below to watch a short video on the basics of the Retirement Answers101 course.

Watch the Introduction Video Here.

©Copyright 2016. All rights reserved. FOR FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS. Virtue Capital Management, LLC, an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability.

Objectives and Materials.

Course Objectives

The objective of this course is to provide valuable information to help create a retirement plan that gives attendees confidence. The information presented and the materials attendees receive by participating in this financial educational course will help them make a more informed retirement decisions. After attending both three hour classes and reading the course manual provided, attendees should understand the following:

1. The basics of Medicare eligibility

2. Social Security election strategies

3. The difference in the three phases of your financial life

4. The different types of annuities and where they may or may not be appropriate for you

5. Things to consider if you are working with an insurance agent, broker,

investment advisor, or some combination of all three

6. Passive, strategic, active, and tactical investment strategies

7. Required Minimum Distributions

8. How to properly title your investment and savings accounts

Course Materials

Below is a list of branded Retirement Answers 101 course materials that are available:

• Custom RA 101 Website

• 100 Page Educational Manuals

• Attendee Course Overview & Outline

• Instructor Course Guidelines & Tips

• Attendee Course Notebook

• Pocket Folders

• Pull-up Banners

• Indoor and Outdoor Signs

• Wedding Style Direct Mailer Invitations

• Post Card Invitations

• RSVP Service

www.whyra101.com | 866-907-4275

©Copyright 2016. All rights reserved. FOR FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS. Virtue Capital Management, LLC, an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability.

About Virtue Capital Management.

All Registered Investment Advisors offer investment strategies but few offer effective marketing, unique case design, in-house branding and leverage technology to truly help their investment advisor representatives (IARs) grow their practice like Virtue Capital Management.

Virtue Capital Management is a client-centric, hands-on registered investment advisory firm that allows advisors to choose from proven, specialized financial models addressing each client’s unique investment goals, while providing exceptional back office support and leading the industry in our dedication to quality service.

Virtue Capital Management is committed to bringing dynamic, scrupulously researched investment techniques, strategies and portfolios to investment advisors and their clients. Every model does not fit every client; at VCM, we stress client-driven financial planning, one client at a time. Thoroughly researched financial planning is the industry standard for Registered Investment Advisors—this standard is our starting point.

We we strive every day to find next generation technology that will result in our advisors’ growing their businesses’ through advanced marketing techniques, bringing customized solutions to each and every one of their clients. The support team at Virtue knows that every client brings a unique set of financial circumstances, and our job is to equip our advisors with the tools to properly address their customers’ needs. We hope you will take the time to read over the website to better understand the advantages that a partnership with Virtue Capital Management brings. We believe these initiatives will allow you to succeed at levels you may never have believed possible.

Click the Virtue logo below to learn why successful Investment Advisors are transitioning to Virtue Capital Management.

Download the VCM Company Brochure Here ----->

CLICK HERE TO DOWNLOAD

www.whyvirtue.com | 866-907-4275

Fill out the form below to be contacted with more information about the Retirement Answers 101 Course.

For faster service, call us at 866-907-4275

Contact us for more information.

©Copyright 2016. All rights reserved. FOR FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS. Virtue Capital Management, LLC, an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability.

www.whyra101.com | 866-907-4275