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©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

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

Download the Retirement Answers 101 Course Outline Here ----->

CLICK HERE TO DOWNLOAD

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

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

CLICK HERE TO DOWNLOAD

www.whyvirtue.com |  866-907-4275

Contact us for more information

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

©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