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Estate
and Financial Planning Communications
Booklets, Internet
Versions, and PowerPoint® Presentation
Newsletters
Calendars
Booklets
Newkirk's Financial
Planning Guides are
authoritative, easy-to-read communications
that will empower your clients and
prospects to work with you to begin
or continue their journey to financial
security. The Guides are available
in printed and electronic formats.
PowerPoint® presentations
for each topic, with speaker notes,
are also available to be used in
conjunction with the booklets during
seminars.
Estate
Planning Guide
Recently updated to include the
American Taxpayer Relief Act of 2012!
With this targeted booklet, you can
clearly demonstrate the value of an
estate plan in preserving assets and
avoiding estate taxes
— and the value of using your
services to achieve this. The booklet
features an easy-to-understand explanation
of the federal estate tax, estate planning
strategies, charts and worksheets,
special planning considerations for
business owners, and much more.
Review FINRA Letter
View
and Order Now
Retirement
Planning Guide
Your clients and prospects will get a head start on the road to
a secure retirement with Newkirk's Retirement Planning Guide.
The booklet introduces them to the
basics of retirement planning, and
the easy-to-understand text walks them
through investment concepts such as
tax-deferred savings, asset allocation,
and diversification.
Review FINRA Letter
View
and Order Now
Personal
Financial Planning Guide
Recently updated to include the
American Taxpayer Relief Act of 2012!
The Personal
Financial Planning Guide's
easy-to-understand text lays a
solid foundation of financial knowledge.
Help your clients and prospects
become actively involved in identifying
their financial goals and determining
how much they need to save. The Personal
Financial Planning Guide introduces
your clients and prospects to
goal-setting, budgeting and debt
management, life insurance and
disability planning, investment
and education planning, and retirement
and estate planning.
Review FINRA Letter
View
and Order Now
Designed to open up the lines of communication
between you and your clients and prospects.
Newkirk's Wealth Management Booklet
and SmartSheet Series tackles complex
financial topics in a simple, easy-to-understand
way.
View
and Order Now
Newsletters
Loose Change® Newsletter
This
newsletter focuses on personal financial
planning topics in an engaging, easy-to-understand
manner that invites involvement and
makes people think about how they manage
money. A matching wall calendar is
also available.
Review FINRA Letter
View
and Order Now
National Change of
Address Information
FourBits® Newsletter
A
sophisticated personal financial
planning newsletter that includes
articles on tax, investment, retirement,
and estate planning. This newsletter
educates your high net worth clients
and prospects by providing information
on trends, predictions, and expert
opinion.
Review FINRA Letter
View
and Order Now
National Change of
Address Information
Calendars
2014 Loose Change® Calendar
Now Available.
Take advantage of early order discounts!
See order form for details.
The Loose Change calendar
is a fun and easy way to provide financial
tips and strategies to your clients
throughout the year. Taking the best
material from the Loose
Change and FourBits® newsletters,
the calendar uses a unique approach
to present basic financial planning
concepts. And your full-color logo is imprinted on each month for added year-long visibility.
Review FINRA Letter
View
and Order Now
2014 BottomLine Calendar
Now Available.
Take advantage of early order discounts!
See order form for details.
The BottomLine calendar provides your clients with financial planning tips they can use throughout the year. The Calendar features important tax dates and deadlines, monthly tax articles and your full-color logo is imprinted on each month for added year-long visibility.
Review FINRA Letter
View
and Order Now
Which calendar will suit your audience |
Loose Change® |
BottomLine |
Corresponding newsletter available |
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Due dates for tax filings included |
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Whimsical drawings |
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Vivid landscape photos |
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Monthly financial articles |
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Motivational quotes |
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Full-color contact information in each month's spread |
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FINRA reviewed |
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Discounts available for early orders |
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Online Content
Newkirk Internet Articles Library
By logging on to the Internet, you’ll
have access to a vast library of articles on
a variety of accounting topics. With a subscription
you can view and download the articles in your
choice of HTML or RTF and edit them as you see
fit. Newkirk’s Internet Articles Library is
the perfect solution for keeping information
fresh on your website or in your marketing communications.
Learn
more
. . .
Click
here to request information
regarding Newkirk's Estate and
Financial Planning Communications.
Or, contact Newkirk by phone at
800-525-4237.
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