Client Presentations

Become known as an expert on Social Security claiming strategies. Educate clients and prospects using our six FINRA reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Social Security Planning for Boomers.

Would you like to learn more? Click here to sign up for a Desktop Demo of the program.

Your membership includes a license to deliver and distribute:

Client Presentations (FINRA reviewed)

Six customizable client education presentations, including:

  • Savvy Social Security Planning: What Baby Boomers Need to Know
  • Savvy Social Security Planning For Women
  • Savvy Social Security Planning For Couples
  • Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know
  • What’s New With Social Security? 7 Topics to Watch in 2022
  • Savvy Social Security Planning: Basic Rules and Claiming Strategies

Each presentation includes 45+ PowerPoint slides and a 20+ page presentation speech (presentations run 45-60 minutes).

Marketing Materials (FINRA reviewed)

Promote your workshops with these FINRA-reviewed posters, invitations, press releases and more. Browse our Marketing Toolkit on the Marketing page for advice on how to use Savvy Social Security planning to maximum effect in your business.


This material is provided exclusively for use by individuals with an active license to the Savvy Social Security Planning Program. Use of this material is subject to the Social Security Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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