Investing 101

Co-host a seminar that teaches investors the basics – without being basic.

This fast and funny presentation covers opportunity costs, goals-based investing, the power of compounding, and what we can all gain by not eating the marshmallow.

Your clients will…

  • Become aware of biases that can hold investors back
  • Recognize the hidden price of opportunity costs
  • Learn to approach investing as a means of achieving personal goals
  • See compounding in action
  • Meet their ‘future selves’ and learn to make better choices for their financial futures

This seminar is ideal for…

  • Clients and prospects who are new to investing.
  • Clients and prospects who are facing a major life event, such as an inheritance, promotion, retirement, or anyone who’s new to being a primary decision-maker.


This is a co-op presentation.

To be compliant, you’ll have to back-end it with 20-25 minutes of product content.

Recommended solutions:

  • Franklin Multi-Asset ETF Portfolios
  • Franklin Quotential
  • Franklin LibertyShares ETFs

Please submit your request through the GBS portal TWO WEEKS before your presentation.

Presentation (PPTX)

English French

“Dear Me” (Instructor-Led Exercise) (PDF)

English French

Demo Video

(English only)

This video is intended to help wholesalers prepare for their presentation and is not for advisor distribution.


For more information or to schedule a seminar, please contact your local Franklin Templeton team or email


Client Invitation


CE credits are not available for this investor-facing seminar.