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Documents

Retire Me Right 2-day Course

Presentation

Below are the links to download the PowerPoint presentation for class one and two. On slide six of class one there is a place for your picture and bio. If you need assistance with this, please email your bio and a high-quality photo to Tom Purtell at tpurtell@brokerschoice.com.

Class 1 PowerPoint Class 2 PowerPoint

 

Download from Dropbox
If you have problems downloading it from the link above, try downloading it from Dropbox. The Dropbox link includes the PowerPoints and pdfs.

Class 1 and 2

 

Booklets

Below are the pdf files of the booklets for download. The booklet is the PowerPoint printed calendar style, coil-bound on the top.

Class 1 Booklet Class 2 booklet

 

Miscellaneous

Below are the pdf files of other assorted handouts for the class.

Evaluation Form Fact Finder

 

Sample Mailer


Retire Me Right Light

 Download

 

Need Support?

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Patrick Lynch:
Questions about the program?
Give Patrick a call at (303) 218-9957 or patrick@patricklynchfinancial.com

Brokers' Choice of America:
Need product information or an illustration? Call 800-344-4105 to speak with a Business Development Advisor.

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