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Seminar Resources

Client Education Programs

To host an engaging event, you need the right resources. Through our partnership, you'll have access to a suite of client education programs designed to help you identify and address your clients needs.

To start, preview some of our most popular seminars on investing in the markets, college and education saving and retirement planning. Then reach out to an MFS representative to discuss our full suite of seminars.

Today's Market

Market Insights: Beyond the Headlines

Markets have become increasingly complex, especially with news headlines adding to daily shifts. Help clients to determine what’s important by offering this timely look at global equity and fixed income markets and the economy.
 

Principles of Long-term Investing Resilience

Market volatility may lead to client anxiety and poor investment decisions. Show your clients how to avoid making choices based on emotion — and stay on track by focusing on diversification, asset allocation and investing with a long-term view.
 

Retirement

Social Security: Preparing for Retirement

Determining when to start claiming Social Security is an important part of planning for retirement. Show how working with investment and tax professionals can help clients know what they need to consider.

 

Roadmap to Retirement: Top IRA Planning Mistakes to Avoid

Help your clients avoid IRA planning mistakes that can derail their retirement plans. To help them make the most of their IRA savings, focus on common problem areas, including beneficiary designations, spousal inheritance options and IRA, Roth IRA and RMD issues.
 

College Planning

Life Lessons: MFS 529 Savings Plan

Given the rising costs of tuition, clients with young children or grandchildren are probably concerned about paying for future educational expenses. Show your clients smart ways to invest and gift with 529 plans and why starting now is so important.

Working Together

Together we can help you serve your clients by identifying their challenges and putting solutions into action. View our full suite of seminar offerings as you prepare for your next event.
 

To schedule a seminar or to review more business-building resources, reach out to an MFS representative at 1-800-343-2829.

MFS Advisor Edge®

Take your practice to the next level with resources to grow your business and amplify your value to clients.

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