Social SecurityDownload Materials
CAR Numbers Product Type Pages Usage
PM-04252025-5918188.1.2 Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income Seminar 69
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PM-04252025-5918188.1.2 Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income Seminar 69
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CAR-0323-03947 Savvy Social Security Planning for Women Seminar 60
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CAR-0423-00841 Savvy Social Security Planning for Women Seminar 60
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PM-02082025-5865342.1.1 Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies CPE Seminar 48
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PM-02082025-5865342.1.1 Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies CPE Seminar 48
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CAR-0122-03988 Savvy Social Security Planning for Couples Seminar 73
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CAR-0122-03989 Savvy Social Security Planning for Couples Seminar 73
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CAR-0523-01553 WEP and GPO Seminar 9
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CAR-0523-01553 WEP and GPO Seminar 9
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CAR-0122-04000 Savvy Social Security Planning: Basic Rules and Claiming Strategies Seminar 42
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CAR-0122-04002 Savvy Social Security Planning: Basic Rules and Claiming Strategies Seminar 42
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CAR-0122-03575 Social Security Certificate of Completion CPE Marketing 1
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CAR-0122-03579 Social Security Evaluation Form Marketing 1
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CAR-0122-03582 Social Security Attendance Sheet Marketing 1
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CAR-0122-03584 Social Security COI Marketing Flyer Marketing 1
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CAR-0622-03245 Social Security Certificate of Completion CPE Marketing 1
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CAR-0622-03245 Social Security Evaluation Form Marketing 1
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CAR-0622-03245 Social Security Attendance Sheet Marketing 1
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CAR-0622-03245 Social Security COI Marketing Flyer Marketing 1
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MedicareDownload Materials
CAR Numbers Product Type Pages Usage
CAR-0122-04438 Managing Health Care Expenses in Retirement—What Baby Boomers Need to Know About Medicare and Long-Term Care Seminar 65
WFA
CAR-0122-04437 Managing Health Care Expenses in Retirement—What Baby Boomers Need to Know About Medicare and Long-Term Care Seminar 65
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CAR-0623-00651 Savvy Medicare For COIs Seminar 65
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CAR-0623-00651 Savvy Medicare For COIs Seminar 65
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CAR-0122-04442 30 Minutes on Medicare Basics—What Baby Boomers Need to Know About Medicare Seminar 46
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CAR-0122-04440 30 Minutes on Medicare Basics—What Baby Boomers Need to Know About Medicare Seminar 46
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CAR-0122-04451 Transitioning to Medicare—How Health Insurance Works After You Leave Your Job Seminar 42
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CAR-0122-04448 Transitioning to Medicare—How Health Insurance Works After You Leave Your Job Seminar 42
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CAR-0622-04015 Health Care Quick Reference Guide—Medicare for Individuals 65+ Handout 2
WFA
CAR-0122-03304 Medicare Certificate of Completion Marketing 1
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CAR-0422-01053 Medicare Certificate of Completion Marketing 1
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CAR-0122-03302 Medicare COI Marketing Flyer Marketing 1
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CAR-0422-01040 Medicare COI Marketing Flyer Marketing 1
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CAR-0122-03309 Medicare Evaluation Form Marketing 1
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CAR-0422-01049 Medicare Evaluation Form Marketing 1
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IRA/Retirement PlanningDownload Materials
CAR Numbers Product Type Pages Usage
CAR-0222-00558 Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA Seminar 61
WFA
CAR-0222-00561 Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA Seminar 61
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CAR-0122-03288 IRA CPE Marketing Flyer Marketing 1
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CAR-0122-03291 IRA CPE Certificate of Completion Marketing 1
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CAR-0122-03295 IRA CPE Attendance Sheet Marketing 1
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CAR-0122-03298 IRA CPE Evaluation Form Marketing 1
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CAR-0622-03241 IRA CPE Marketing Flyer Marketing 1
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CAR-0622-03241 IRA CPE Certificate of Completion Marketing 1
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CAR-0622-03241 IRA CPE Attendance Sheet Marketing 1
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CAR-0622-03241 IRA CPE Evaluation Form Marketing 1
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College PlanningDownload Materials
CAR Numbers Product Type Pages Usage
CAR-0122-04457 6 Ways to Cut College Costs Seminar 55
WFA
CAR-0122-04461 6 Ways to Cut College Costs Seminar 55
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CAR-0122-04472 An Inside Look at Qualifying for Financial Aid CPE Seminar 51
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CAR-0122-04466 An Inside Look at Qualifying for Financial Aid CPE Seminar 51
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CybersecurityDownload Materials
CAR Numbers Product Type Pages Usage
CAR-0322-04910 1 Hour to Savvy Cybersecurity: 10 Threas Every Person and Business Faces—and How to Fight Them Now Seminar 28
WFA
CAR-0322-04909 1 Hour to Savvy Cybersecurity: 10 Threas Every Person and Business Faces—and How to Fight Them Now Seminar 28
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CAR-0422-01038 Cybersecurity Certificate of Completion Marketing 1
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CAR-0422-01026 Cybersecurity Evaluation Form Marketing 1
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CAR-0422-01032 Cybersecurity COI Marketing Flyer Marketing 1
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Tax PlanningDownload Materials
CAR Numbers Product Type Pages Usage
CAR-0122-04988 How Tax Planning Changes Through Four Stages of Retirement Seminar 69
WFA
CAR-0122-04991 How Tax Planning Changes Through Four Stages of Retirement Seminar 69
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CAR-0122-04992 How Tax Planning Changes Through Four Stages of Retirement For COIs Seminar 65
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CAR-0122-04994 How Tax Planning Changes Through Four Stages of Retirement For COIs Seminar 65
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Long-Term Care PlanningDownload Materials
CAR Numbers Product Type Pages Usage
CAR-0323-00154 Getting Long-Term Care Planning Right Seminar 54
WFA
CAR-0323-00157 Getting Long-Term Care Planning Right Seminar 54
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CAR-0323-00162 4 Keys to Making a Difference in a Family Caregiving Challenge Seminar 70
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CAR-0323-00166 4 Keys to Making a Difference in a Family Caregiving Challenge Seminar 70
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MiscellaneousDownload Materials
CAR Numbers Product Type Pages Usage
CAR-0323-05078 50 Things What A Financial Professional Can Do For You Handout 1
WFA
CAR-0323-05078 50 Things What A Financial Professional Can Do For You (Print) Handout 1
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CAR-0323-05074 50 Things What A Financial Professional Can Do For You Handout 1
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CAR-0323-05074 50 Things What A Financial Professional Can Do For You (Print) Handout 1
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PM-02152025-5882618.1.1 A Workable Solution for Baby Boomers Near Retirement Handout 3
WFA
PM-02152025-5882618.1.1 A Workable Solution for Baby Boomers Near Retirement Handout 3
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CAR-0423-03919 Creating a Financially Organized Life Handout 5
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CAR-0423-03919 Creating a Financially Organized Life Handout 5
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PM-08062025-6366160.1.2 Key Financial Data—2024 Handout 2
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PM-08062025-6366160.1.2 Key Financial Data—2024 Handout 2
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CAR-0422-02109 Key Planning & Investments Deadlines—Spring 2022 Handout 2
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CAR-0422-02107 Key Planning & Investments Deadlines—Spring 2022 Handout 2
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CAR-0422-02111 Key Planning & Investments Deadlines—Summer 2022 Handout 2
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CAR-0422-02110 Key Planning & Investments Deadlines—Summer 2022 Handout 2
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CAR-1021-03029 Key Planning & Investments Deadlines—Fall 2022 Handout 2
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CAR-1021-03034 Key Planning & Investments Deadlines—Fall 2022 Handout 2
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CAR-1022-00859 Last Chance Financial Planning Checklist Handout 2
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CAR-1022-00859 Last Chance Financial Planning Checklist (Print) Handout 2
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CAR-1022-00857 Last Chance Financial Planning Checklist Handout 2
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CAR-1022-00857 Last Chance Financial Planning Checklist (Print) Handout 2
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CAR-0622-03288 LinkedIn Certificate of Completion CPE Marketing 1
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CAR-0622-03288 LinkedIn Evaluation Form Marketing 1
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CAR-0622-03288 LinkedIn Attendance Sheet Marketing 1
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CAR-0622-03288 LinkedIn COI Marketing Flyer Marketing 1
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CAR-0423-04169 Retirement Calendar Checklist—2023 Handout 2
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PM-07172025-6240346.1.1 Financial Fitness Checkup 2024 Handout 4
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PM-07172025-6240346.1.1 Financial Fitness Checkup 2024 (Print) Handout 4
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PM-07172025-6240346.1.1 Financial Fitness Checkup 2024 Handout 4
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PM-07172025-6240346.1.1 Financial Fitness Checkup 2024 (Print) Handout 4
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