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.
Seminars
- Social Security: Five things you need to know
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Navigating stormy seas: How to handle volatile markets
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Periods of extreme market volatility are bound to happen at some point in a client's investment horizon. This seminar puts volatility in context and provides time-tested solutions for smoothing out the bumps along the way. It also highlights volatility's silver lining – lower prices – by reviewing several areas of the market that are particularly attractive today.
Please note that this presentation will be updated quarterly.
Client presentation- Navigating stormy seas | How to handle volatile markets (PPT)
- Seminar invitation (PDF)
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Strategies to safeguard your wealth
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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- Seminar invitation (PDF)
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Tackle the college savings challenge: Invest in their future
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An overview of 529 plans and the features and benefits of Putnam 529 for America
Client presentation- Invest in their future (PPT)
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Making your nest egg last: Strategies for sustainable income in retirement
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As boomers move toward retirement, they face new challenges — from rising health-care costs to sustaining assets in retirement. This presentation discusses strategies to help your clients fund a successful retirement, including asset allocation and risk management.
Client presentation- Making your nest egg last | Strategies for sustainable income in retirement (PPT)
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Turning IRA assets into income
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Due to shifting regulations, how your clients take distributions from their IRAs may be just as important as their investment strategy. This seminar describes the various distribution options, including periodic payments under IRC 72(t), RMD alternatives, and the stretch IRA, as well as an overview of potential penalties and tax liabilities. Also included is a checklist to help your clients with their distribution planning.
Client presentation Supporting literature- Seminar invitation (PDF)
- IRA checklist (PDF)
- Investor Education: Understanding the NUA Rule (PDF)
- Designation of Beneficiary Form (PDF)
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A look at health-care reform and its impact on investors
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The passing of the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act marked the most sweeping changes to our nation's health-care system in decades. The legislation is complex, and its consequences, both intended and unintended, remain to be seen. This seminar provides insight into the serious challenges faced by the U.S. health-care system; highlights the key provisions of the new legislation for both individuals and small businesses; and offers key strategies to mitigate the impact of higher taxes due to the health-care legislation.
Client presentation
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Examining the Tax Cuts and Jobs Act
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Advisors and their clients face new challenges and opportunities in financial planning as the Tax Cuts and Jobs Act, passed in the final weeks of 2017, includes changes to tax rates, deductions, and many provisions of the tax code. This seminar examines key provisions of the new law and includes planning considerations and strategies.
Client presentation Supporting literature
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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