Client Seminars

Putnam's seminar series is designed to address the most important issues facing investors today.

Financial representatives know that the best clients are those with an understanding of the issues. That's why at Putnam we have developed a series of seminars that speak to the most important issues and investment topics facing investors today, from college planning to retirement and estate planning.

Advisor Resources:

Client Seminars

  • Preventing identity theft and cybercrime
    • This 30-minute presentation is filled with best practices and tips to protect yourself from identity theft and cybersecurity threats. Attendees will leave with actionable items they can implement to better protect their sensitive and personal information.

      Client presentation
  • Finance fundamentals
    • Grow your value to the households you serve by educating their loved ones on the foundations of finance. Explore topics such as what is investing, the history of the stock market, and the fundamental principles of investing. This seminar is great for all ages from grade school to young adults.

      Client presentation
  • Social Security: Five things you need to know
    • With the decline of guaranteed income sources like private pensions, Social Security is an increasingly critical component of a comprehensive and sustainable retirement income plan. Unfortunately, many Americans have limited understanding of how Social Security works and often make inadequate choices when claiming retirement benefits. This seminar examines the key risks retirees face — longevity, inflation, and market volatility, for example — and highlights how Social Security can help address these risks. Lastly, we present five important issues individuals and couples should consider before making important decisions around Social Security.

      Client presentation
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  • Strategies to safeguard your wealth
    • Explores a range of strategies designed to help clients safeguard wealth through the use of insurance, retirement plans, and the establishment of legal structures such as LLCs and trusts.

      Client presentation
      Supporting literature
  • Strategies for sustainable income in retirement
  • Planning for health care in retirement
    • With more baby boomers retiring and life expectancies increasing, health-care costs in retirement are consuming a greater portion of household income. In fact, lifetime retirement health-care costs for a 65-year-old healthy couple retiring this year will exceed $250,000. This presentation explores trends in health-care spending, provides details on navigating Medicare, and presents actionable planning strategies.

      Client presentation
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  • Wealth planning strategies for business owners
    • With the increasing demands of managing a business on a daily basis, business owners may not be focused on important wealth management needs. This workshop, designed specifically for business owners, highlights key wealth planning areas including tax considerations under the current law, shielding assets from potential creditors, saving for retirement, and planning for business succession.

      Client presentation
      Supporting literature
  • Tax strategies for the current landscape
    • From recent changes due to the Tax Cuts and Jobs Act (TCJA), CARES Act, and the SECURE Act, to the risk of higher taxes in the near future, taxpayers face challenges in managing their current tax bill while planning for an uncertain future. This seminar examines key income and estate tax planning strategies including maximizing the use of deductions, taking advantage of (current) lower tax brackets, and finding efficient means of transferring wealth.

      Client presentation
      Supporting literature
  • Growing your business with social media
    • Partner with Putnam to learn about an active approach to social media.

      • Creating and optimizing your social media presence — Learn how to establish and optimize a profile that will build your brand to attract prospects
      • Developing your LinkedIn network — Best practices for developing and growing your network and how to retain assets across multiple generations
      • Prospecting and generating revenue using social media
      Client presentation
  • LinkedIn for job seekers
    • LinkedIn is the world's largest professional network with over 500 million active users. Whether you are looking to explore your options or seeking new employment, LinkedIn can help you uncover opportunities. This presentation discusses how to optimize your profile to be seen by recruiters, advanced search techniques, and how to navigate the "Jobs" search feature of LinkedIn.

      Client presentation
  • LinkedIn for students and young professionals
    • In the age of technology, having a digital presence can open the door for new opportunities. LinkedIn is the ideal platform for students and young professionals as it has over 500 million users and houses over 10 million job posts. In this presentation, we will discuss how to optimize your profile to be seen by recruiters, search techniques to find educational or career opportunities, and how to navigate the "Jobs" search feature of LinkedIn.

      Client presentation
  • Navigating the road to college
    • Planning for college is clearly one of the most overwhelming tasks families typically face, considering soaring tuition costs, complexity around the financial aid process, and understanding what steps students need to consider in applying and being accepted into the right school. This seminar addresses these key issues through an in-depth discussion of financing college education, following a student “action plan” during high school, and planning considerations to make the most of college savings.

      Client presentation
      Supporting literature