Hosting a seminar is a great way to build stronger relationships with your clients and attract new prospects. Here is a list of our seminar offerings.
Market Insight and Perspective
With all the headlines clients see every day, they may be confused. Our market snapshot aims to provide a fair and balanced overview of the domestic equity, fixed
Staying Calm When the Market Goes Wild
Today could be one of the best-performing days in the stock market’s history, or it could be one of the worst. To help guide your clients through uncertain periods of market volatility, this seminar has some facts and a few opinions you may want to consider.
Striking a Balance
This seminar helps clients understand why investing in a balanced portfolio of stocks and bonds may help them achieve their
Build With Precision
This seminar provides you with a way to explain to your clients the importance of allocating, diversifying across asset classes and regularly rebalancing portfolios to work toward long-term goals.
Family Wealth Management: Generational Wealth Conversations
Transfer of wealth
Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what is important and how to avoid damaging our children’s relationships with each other. This seminar focuses on family wealth management and will leave the client understanding why transfers can fail, how to avoid mistakes and how the right communication between family members may lead to successful transfers of wealth.
Wealth Planning (continued)
Mapping Your Course*
Financial life planning
Addressing future needs is a major component of clients’ financial plans as they map a course through retirement. This seminar addresses many questions they may need to answer, including “Are there additional steps I can take today to guide myself to and through retirement?” “What can I do to prepare for the future needs of my children or grandchildren?” “What additional actions can I take today to impact my legacy?” This session also offers possible solutions and client tools to help them pursue their goals with confidence.
Savvy Women, Smart Investors
Take charge of their financial future
Women today face unique financial pressures, whether they are raising a family, caring for parents or saving toward their own long-term goals. In this seminar, we will review these challenges and offer tips specifically geared toward women to help them plan accordingly.
A balanced approach to achieving your goals
This seminar is designed to help clients remain balanced — emotionally and strategically — when investing for future goals. It demonstrates how behavior affects investment decisions and assures investors that they can control their behavior and reach long-term goals as long as they stay disciplined and well informed.
Retirement and College
529 Savings Plans
For your clients who are parents of young children, paying for future college expenses is probably a real concern. Help them address this issue early on by showing them smart ways to save now.
Preparing for Retirement
Social Security claiming strategies can be complex. This seminar discusses important claiming considerations as they relate to your clients’ plans for retirement. Working with a financial advisor and tax professional may help put it all in perspective.
Top IRA Planning Mistakes*
Traditional IRA review
Commonly made IRA planning mistakes put clients’ retirement plans in jeopardy and threaten client-advisor relationships. Put your IRA knowledge to work by bringing the 12 most common mistakes to life. Frequently discussed problem areas include beneficiary designations, spousal inheritance options and IRA, Roth IRA and RMD issues.
Your Retirement: TBD
Client behaviors in retirement
TBD: It stands for “to be determined.” And to help you help clients whose retirement plans are TBD, this seminar looks at client behaviors and touches on traditional finance, behavioral
Please check with your firm’s Compliance Department before initiating events to verify that the activity complies with firm policy and industry rules.
*Attendees of this seminar are eligible to receive CE credits when the seminar is presented by MFS®.
Additional presentations Contact your MFS wholesaler or call us at 1-800-343-2829 for advisor business-building presentations.
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE
Keep in mind that all investments, including mutual funds, carry a certain amount of risk, including the possible loss of the principal amount invested.
MFS® does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact MFS® or view online at mfs.com. Please read it carefully.
FOR INVESTMENT PROFESSIONAL AND INSTITUTIONAL USE ONLY. Should not be shown, quoted, or distributed to the public.
MFS Fund Distributors, Inc., Boston, MA, MFSB-SEMINAR-FLY-3/17, 22100.9