22
8/08 Welcome Planning Beyond the Numbers ® [Presenter name], [Presenter title] [Date] 08 Ameriprise Financial, Inc. All rights reserved. Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.

15 Minute Dream Book Presentation With Slides

Embed Size (px)

DESCRIPTION

For your personal Dream Book guide - contact me.

Citation preview

Page 1: 15 Minute Dream Book Presentation With Slides

8/08

Welcome

Planning Beyond the Numbers®

[Presenter name], [Presenter title][Date]

© 2008 Ameriprise Financial, Inc. All rights reserved.

Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Page 2: 15 Minute Dream Book Presentation With Slides

Why I do what I do

Page 3: 15 Minute Dream Book Presentation With Slides

> Approximately 2.8 million individual, business and institutional clients1

> Ameriprise is America’s largest financialplanning company2

> More people come to Ameriprise for financial planningthan any other company2

1 Ameriprise Financial 2007 Annual Report2 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of December 31, 2007, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.

Ameriprise Financial

Page 4: 15 Minute Dream Book Presentation With Slides

Retire to, rather than retire from

Page 5: 15 Minute Dream Book Presentation With Slides

Use your imagination to create the possibilities

for your future.

Does anything stand out as

most important?

Page 6: 15 Minute Dream Book Presentation With Slides

more time with kids

Page 7: 15 Minute Dream Book Presentation With Slides

learn to sail

Page 8: 15 Minute Dream Book Presentation With Slides

quiet time

Page 9: 15 Minute Dream Book Presentation With Slides

What do you look forward to doing in retirement?

Page 10: 15 Minute Dream Book Presentation With Slides

Travel is one activity that can satisfy many of your deepest

desires.

It can provide solitude,

companionship, adventure or relaxation.

The possibilities are endless.

Page 11: 15 Minute Dream Book Presentation With Slides

see new places

Page 12: 15 Minute Dream Book Presentation With Slides

live barefoot

Page 13: 15 Minute Dream Book Presentation With Slides

Where do you dream of going?

Page 14: 15 Minute Dream Book Presentation With Slides

People who write down their dreams are much more likely to achieve them.

Page 15: 15 Minute Dream Book Presentation With Slides

next steps

Page 16: 15 Minute Dream Book Presentation With Slides
Page 17: 15 Minute Dream Book Presentation With Slides
Page 18: 15 Minute Dream Book Presentation With Slides
Page 19: 15 Minute Dream Book Presentation With Slides
Page 20: 15 Minute Dream Book Presentation With Slides
Page 21: 15 Minute Dream Book Presentation With Slides
Page 22: 15 Minute Dream Book Presentation With Slides

Let’s get started.

© 2008 Ameriprise Financial, Inc. All rights reserved. 10/08

[Presenter name], [Presenter title][Contact Information]

Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.