Explore Education Series - Financial planning education modules

= Review printed booklet; = Review slide presentation;
= Review HTML and Flash animation

Explore Education Series
Fact sheet available

Newkirk's Explore Education Series is an entire suite of interactive financial education modules. With engaging Flash^® animation, in-depth HTML web content, colorful education booklet, and animated PowerPoint^® presentation, each integrated module takes individuals on a unique financial “expedition.”

Choose from eight available topics:

Your Retirement Plan
Financial Planning
Asset Allocation
Retirement Planning
Transition to Retirement
Advanced Investing
Estate Planning
College Planning

Explore Your Retirement Plan Give people an out-of-this-world look at the major benefits of joining their plan. They’ll learn about saving, tax deferral, and the power of compounding in ways that are understandable — and a blast for them. View the Flash^®/HTML version View and Print Order Form

Explore Financial Planning Submerge individuals in budgeting and saving. They’ll see how to create a budget, how to manage debt, and how to choose a savings plan. After they’re finished, they will have gained a deeper understanding of basic money matters. View the Flash^®/HTML version View and Print Order Form

Explore Asset Allocation Diversification and risk management needn’t be a jungle of confusion. On this expedition, people can easily sort things out. They learn to get a grip on risk tolerance and time horizons, with a fun asset allocation quiz that won’t leave them hanging from a limb. View the Flash^®/HTML version View and Print Order Form

Explore Retirement Planning After digging into this subject, people will walk away with more than just ancient wisdom. They’ll learn how to save more for retirement, how to invest smarter, and how to figure out what retirement strategies to use. None of which will be a big mystery after all. View the Flash^®/HTML version View and Print Order Form

Explore Transition to Retirement What does it take for retirees to achieve a shipshape retirement? For starters, visualizing their new life and setting some goals. They’ll also learn more about budgeting, distribution choices, and investment strategies. All of which can help them stay afloat — even before they sail off into retirement. View the Flash^®/HTML version View and Print Order Form

Explore Advanced Investing For people who don’t get cold feet about high-level investing, this module is for them. It goes more deeply into investment options, fund information, and strategy objectives. And, there’s a more in-depth analysis of risk. So for those with a thirst for higher knowledge, this will warm their hearts. View the Flash^®/HTML version View and Print Order Form

Explore Estate Planning Runnin’ the ol’ homestead takes work. Give everyone a chance to learn how to “round up” their estates easily. Readers will benefit from this exploration of wills, trusts, and even reckon with taxes. View the Flash^®/HTML version View and Print Order Form

Explore College Planning The costs of earning a future diploma seem headed for the cosmos. But after a thorough lesson on the benefits of grants, loans, and various college savings plans, everyone should feel a lot smarter — especially about bringing expenses down-to-earth. View the Flash^®/HTML version View and Print Order Form

Click here to request more information on the Explore Education Series. Or, contact Newkirk by phone at 518-862-3226.