Do you have the presentation skills required to be the retirement counselor of the future?  As the largest generation in U.S. history starts collecting Social Security benefits in 2008, those skills will become increasingly valuable as the need for the informative and dynamic delivery of information will be an integral part of the new business model used by advisors and retirement counselors to service the mid-market. 

Now, InFRE presents an opportunity for you to develop your presentation skills with "Presentation Tips and How-To's for Better Serving the Mid-Market," a special hour-and-a-half web course Tuesday, June 26, featuring Certified Speaking Professional Joe Tabers.

The Pension Protection Act of 2006 enables employers to offer financial advice in the workplace at a time when 76 million baby boomers  most of them middle-income American workers  enter their retirement years.  To productively and profitably serve those who need help making a successful transition and get the most of their retirement savings, advisors will need to adopt a new retirement counseling business model requiring employee attendance at workshops or seminars to help establish a knowledge base before meeting with retirement counselors face-to-face.  The retirement counselor of the future will need effective presentation skills in order to best take advantage of the opportunity to gather and retain the retirement assets of the middle market.

If you are interested in helpful presentation tips and how-to's from a pro who has presented more than 2,600 highly-rated programs for audiences in more than 40 states and three countries, this hour-and-a-half web course is for you!  Join us June 26 to learn how you can: 

• Organize and focus your presentation for greater audience rapport and impact while avoiding common mistakes and challenges.
• Prepare and deliver your message more persuasively and with greater confidence to encourage results.
• Use effective action planning techniques to inspire your audience to take the necessary preparatory steps before one-on-one counseling sessions, including recording personal goals, anticipating retirement risks, risk tolerance, knowledge level, and more.
• Discover proven methods to help you deliver a strong and effective presentation  including effective use of visual aids  that will inspire your audience to take action.

 

Your host and presenter will be Joe Tabers, CSP, an expert in improving workplace presentations, interpersonal communication skills and relationships.  Over the last 20 years his team has helped more than 400 organizations and thousands of individuals increase their workplace effectiveness by enhancing their communication skills.  As a proven professional speaker, author and communication coach, Joe will help you connect better with audiences from high-level professionals to frontline workers.

Time:  3–4:30 p.m. EDT

CEU:  1.5 CE Credit

Price:  $69 (includes downloadable handout) for InFRE designees
($89 for non-designees)

For more information or to register click here.

 

International Foundation for
Retirement Education
P.O. Box 1860
Lubbock, TX 79408-1860
 Ph. 847-756-7350 FAX: 806-742-6102

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