Uncharted Waters

Host a seminar that gives investors perspective on the current shocks and actionable strategies to move forward.

This informative and entertaining presentation sets a framework for what we're going through now and how we may persevere through it…maybe even a bit wealthier.

Your clients will…

  • Better understand the resilience of security markets​
  • Recognize and overcome "fight-or-flight" reactions
  • Realize how staying true to their plan can benefit them more in the long run
  • Appreciate the value of a good coach

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.

INTERNAL-ONLY MATERIAL

For in-person seminars, this presentation is approved for co-op.

Presentation (PDF)

English French

Presentation (PPTX)

English French

BOOK A SEMINAR

For more information or to schedule a seminar, please contact your local Franklin Templeton team or email sales@franklintempleton.ca.

SUPPORTING MATERIAL

 Client Invitation

pdf Presentation (PDF)

CE CREDITS

CE credits are available, please login to access this content.​

Navigating volatile markets

Resources to help keep your long-term plan on track

Learn more