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Seminar Resource Center

Hosting a seminar is a great way to get in front of your clients. MFS' Seminar Resource Center is your one-stop source for planning and conducting successful client and prospect meetings.

Start planning your seminar today.

 
interactive seminar planning tool A week-by-week interactive guide that helps you:
• Plan seminars
• Stay organized
• Locate your MFS wholesaler
• Download planning aids

Checklist & Planning Guide Identify prospects Conversation starters
Client contact sheet Client sign-in sheet Client seminar evaluation form

Browse the seminar topics

  • Retirement
  • General Investing
  • 529
  • Product specific
  • All topics
TOP IRA PLANNING MISTAKES

Traditional IRA review
Commonly made IRA planning mistakes put clients' retirement plans in jeopardy and threaten client-advisor relationships. In this workshop, put your IRA expertise to use by bringing the 12 most common mistakes to life. Some of the most frequently discussed problem areas include beneficiary designations, spousal inheritance options, IRD, Roth IRAs and RMD issues.

Download the seminar

SALES IDEAS
CUSTOMIZABLE INVITATIONS

YOUR RETIREMENT: TBD

Client behaviors in retirement
TBD: In everyday life, it stands for "To Be Determined." While your clients' retirement may still be "To Be Determined" this seminar looks at client behaviors and touches on Traditional Finance, Behavioral Finance, and Disciplined Finance. What have we learned or been taught in the investment arena? What do they actually do though? And how can investors potentially avoid getting caught in these common missteps?

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS
BUILDING AND PRESERVING WEALTH

Wealth planning
A variety of behavioral traits can affect investment decision-making for the worse. Impulsive behaviors may potentially sabotage the portfolio investors spent years trying to build. Learning new habits may help to successfully build, preserve and transfer wealth. This seminar focuses on what destroys wealth, how successful investors create wealth, and how to change behavior to work towards being successful.

Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

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.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

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.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

TAKE CONTROL

A balanced approach to work towards 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 work towards their long-term goals as long as they stay disciplined and well informed.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

STRIKING A BALANCE

Investing today
This seminar helps clients understand why investing in a balanced portfolio of stocks and bonds may help them achieve their long-term goals.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

MARKET INSIGHT & PERSPECTIVE

Market basics
With all the headlines and media "hoopla" clients see every day, they may be confused on current market situations and potential opportunities. Our Market Snapshot seminar aims to provide a fair and balanced overview of the domestic equity, fixed-income, and international markets as well as the global economy. The seminar goes on to reflect on historical market events and how the financial markets responded. While past performance is no guarantee of future results, the reflection may help to provide some perspective for clients.

Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

SAVVY WOMEN, SMART INVESTORS

Take charge of their financial future
Women today face unique financial pressure, whether they are raising a family, caring for parents or saving towards their own long-term goals. In this seminar, we will review these challenges and offer tips specifically geared towards women to help them plan accordingly.

Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

STAYING CALM WHEN THE MARKET GOES WILD

Market volatility
Today could be one of the best-performing days in the stock market's history or it could be one of its worst. No one can say for certain what will happen. No one ever has been able to, nor likely ever will. 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.

Download the seminar
SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS
LIFE LESSONS

529 investing
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.

Download the seminar


More information on 529 plans
SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS
BUILT WITH PRECISION

Asset allocation
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. Of course, no investment strategy, including ADR, can guarantee a profit or protect against a loss.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

ONE WORLD

International investing
Many of the world's most profitable companies are based outside our borders. Are your clients limiting their investment potential by not diversifying their portfolios across international markets? This seminar clearly and concisely explains the growth potential and risks of international investing.
Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

KEEP MORE OF WHAT YOU EARN

Municipal bond funds
Help clients keep more of what they earn by considering the features and benefits of municipal bond funds and a tax-smart strategy for managing wealth. Beyond their unique tax benefits, municipal bonds' valuable diversification potential and relative stability may also appeal to investors of all income levels and ages.

Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS
BUILDING AND PRESERVING WEALTH

Wealth planning
A variety of behavioral traits can affect investment decision-making for the worse. Impulsive behaviors may potentially sabotage the portfolio investors spent years trying to build. Learning new habits may help to successfully build, preserve and transfer wealth. This seminar focuses on what destroys wealth, how successful investors create wealth, and how to change behavior to work towards being successful.

Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

BUILT WITH PRECISION

Asset allocation
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. Of course, no investment strategy, including ADR, can guarantee a profit or protect against a loss.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

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.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

KEEP MORE OF WHAT YOU EARN

Municipal bond funds
Help clients keep more of what they earn by considering the features and benefits of municipal bond funds and a tax-smart strategy for managing wealth. Beyond their unique tax benefits, municipal bonds' valuable diversification potential and relative stability may also appeal to investors of all income levels and ages.

Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

LIFE LESSONS

529 investing
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.

Download the seminar


More information on 529 plans
SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

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.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

MARKET INSIGHT & PERSPECTIVE

Market basics
With all the headlines and media "hoopla" clients see every day, they may be confused on current market situations and potential opportunities. Our Market Snapshot seminar aims to provide a fair and balanced overview of the domestic equity, fixed-income, and international markets as well as the global economy. The seminar goes on to reflect on historical market events and how the financial markets responded. While past performance is no guarantee of future results, the reflection may help to provide some perspective for clients.

Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

ONE WORLD

International investing
Many of the world's most profitable companies are based outside our borders. Are your clients limiting their investment potential by not diversifying their portfolios across international markets? This seminar clearly and concisely explains the growth potential and risks of international investing.
Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

SAVVY WOMEN, SMART INVESTORS

Take charge of their financial future
Women today face unique financial pressure, whether they are raising a family, caring for parents or saving towards their own long-term goals. In this seminar, we will review these challenges and offer tips specifically geared towards women to help them plan accordingly.

Download the seminar

SUPPORTING MATERIALS
CUSTOMIZABLE INVITATIONS

STAYING CALM WHEN THE MARKET GOES WILD

Market volatility
Today could be one of the best-performing days in the stock market's history or it could be one of its worst. No one can say for certain what will happen. No one ever has been able to, nor likely ever will. 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.

Download the seminar
SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

STRIKING A BALANCE

Investing today
This seminar helps clients understand why investing in a balanced portfolio of stocks and bonds may help them achieve their long-term goals.
Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

TAKE CONTROL

A balanced approach to work towards 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 work towards their long-term goals as long as they stay disciplined and well informed.

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

TOP IRA PLANNING MISTAKES

Traditional IRA review
Commonly made IRA planning mistakes put clients' retirement plans in jeopardy and threaten client-advisor relationships. In this workshop, put your IRA expertise to use by bringing the 12 most common mistakes to life. Some of the most frequently discussed problem areas include beneficiary designations, spousal inheritance options, IRD, Roth IRAs and RMD issues.

Download the seminar

SALES IDEAS
CUSTOMIZABLE INVITATIONS

YOUR RETIREMENT: TBD

Client behaviors in retirement
TBD: In everyday life, it stands for "To Be Determined." While your clients' retirement may still be "To Be Determined" this seminar looks at client behaviors and touches on Traditional Finance, Behavioral Finance, and Disciplined Finance. What have we learned or been taught in the investment arena? What do they actually do though? And how can investors potentially avoid getting caught in these common missteps?

Download the seminar

SUPPORTING MATERIALS
SALES IDEAS
CUSTOMIZABLE INVITATIONS

 

Keep in mind that all investments carry a certain amount of risk, including the possible loss of the principal amount invested.

You should recommend products based on your client's financial needs, goals, and risk tolerance.

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