Speakers

The New RetirementalityAn interactive meeting that seeks to help clients understand changing conditions so they can fi nd and fund a rewarding retirement.

Help Them Find It; Help Them Fund It.

According to www.americanseniorpublishing.com, Boomers are turning 50 at the rate of 12,000 per day, or one every eight seconds. As they approach age 65, they are likely to turn the notion of traditional retirement on its head. Today’s retirees and pre-retirees are interested in pursuing their own dreams and goals, at their own pace, and on their own terms. The problem is that, even though they’re thinking very differently about retirement, the financial services industry isn’t talking to them differently about it. “The New Retirementality” seeks to provide a fresh perspective for advisors to talk with their suitable clients about retirement, as well as the necessary tools to help them find and fund their retirement lifestyle.

Invesco Consulting

Program Toolbox—From Principles to Practice

• Keynote presentation (50 minutes, optimal audience: 30 or more)• Client worksheets• Public seminar

Skills Developed from Keynote Presentation

Attendees will be shown:

• Ways to change the conversation they’re having with clients about their retirement.

• How they might help clients “find” their retirement lifestyle.

• Ways to show clients new ways to think about funding their retirement lifestyle.

Scott WestHead of Invesco Consulting

Gary R. DeMossDirector, Invesco Consulting

Lisa KuengDirector, Creative CampaignsInvesco Consulting

Maura SchererDirector, Creative CampaignsInvesco Consulting

Contributor:

Mitch Anthony, President of Advisor Insights, Inc. and author of The New Retirementality: Planning Your Life and Living Your Dreams…At Any Age You Want

Research Highlights

• Today’s average retirement is 16 years in length*, versus -2 years in 1935.1

• 41% of retirees agree that “retirement is a difficult adjustment.”2

• 80% of Baby Boomers say they want work to be part of their retirement.3

1 Franklin D. Roosevelt signed The Social Security Act in 1935.2,3 Source: Roper Starch Worldwide Inc. February 1999 and AARP report, Baby Boomers Envision Their Retirement: An AARP Segmentation Analysis. Used with permission.* Source: Arias, E. United States life tables, 2009. National vital statistics reports, vol 62 no 7. Hyattsville, MD: National Center for Health Statistics

Speakers

Your Prosperity PictureA fresh, research-based client workshop that cuts through the negativity and clutter and seeks to build assets with female investors.

Invesco Consulting

Scott WestHead of Invesco Consulting

Rob KochelVice President, Invesco Consulting

Lisa KuengExecutive Director

Maura SchererExecutive Director

Program Toolbox—From Principles to Practice

The “Your Prosperity Picture” workshop includes the following components:

• PPT presentation and speakers notes

• Attendee workbook (28 pages)

• Attendee “image packet” and picture frame

• Attendee Action Step List

• Workshop Invitation

• Workshop Evaluation

• Moderators Guide

• Training DVD - showing a live workshop being presented

LOOK FOR THE BOOK ADAPTATION OF THIS WORKSHOP, EXPECTED TO BE PUBLISHED IN JANUARY 2015 BY PORTFOLIO PENGUIN

Manage Your Money. Design Your Life. Create Your Future.

Women control 51% of all wealth in the United States.1 “Your Propserity Picture” seeks to help fi nancial advisors build assets within this lucrative marketplace using an entertaining, interactive and inspirational approach rarely seen in the industry.

Attendees are introduced to key steps to creating prosperity, participate in fi ve interactive discussions, and work with a unique hands-on visualization tool to help them connect their money with their lives. They leave armed with tools to potentially see personal fi nancial management as a powerful means to a desirable end, see themselves as worthy, capable managers, and see their fi nancial advisor as a valuable partner in helping them get there.1. Financial Advisor magazine, “Financial Advisors Need to Focus More on Female Clients,” by Mike Byrnes, December

2012. Used with permission.

What Financial Advisors are saying about “Your Prosperity Picture” (2012)

• “My team brought in several multi-million dollar relationships after our fi rst Your Prosperity Picture workshop. This was a fantastic event for our clients- the ap-proach, content, and presentation were all terrifi c” – Financial Advisor, Chicago Metro Area

• “I got appointments from 50% of the 30 prospects in the room at my “Prosper-ity Picture” event. I’ve gotten nothing but positive feedback and the clients I’ve obtained from the workshop seem to be more focused on the big picture and retirement planning and less focused on product and performance.” – Financial Advisor, Austin, TX

• “I’ve received numerous comments on how much everyone enjoyed “Your Pros-perity Picture”. It was absolutely the best workshop I have ever given or attended!” – Financial Advisor, Maudlin, SC

• “Clients love it! “Your Prosperity Picture” defi nitely adds value to my existing cli-ent relationships- it causes them to think of their fi nances in a different way…one woman whom I’ve been trying to get as a client for two years came to the work-shop and hired me afterwards! She said ‘It’s because of this event that I want to work with you-- you’ve helped me understand.’ “ - Financial Advisor, Arvada, CO

Invesco Consulting

Helping financial professionals get, keep and grow business with never seen before ideas.

Invesco Consulting (I•C), wholly owned by Invesco, specializes in unique and creative consulting programs for financial professionals. Each of the 25 programs offered is based on extensive research, designed to captivate audiences and delivered by knowledgeable presenters. Our staff of 14 presenters, developers and support staff is dedicated to finding actionable answers to the unique challenges within financial services. Founded in 1998, I•C has helped more than 439,000 financial advisors, high net worth teams, variable annuity producers, retirement specialists and home office managers to get, keep and grow business through our 1,340 speaking engagements from December 2001 - December 2013.

I•C 2.0 – Creating A Better Experience for Financial ProfessionalsI•C is leading the way for managers and meeting planners who want more substance from conferences and presentations. Today, our featured presentations come with assistance to help meeting organizers and attendees to get more value from the presentations.

• Before the Presentation: Meeting organizers get invitations and video trailers to help drive attendance.

• During the Presentation: Attendees get program handouts to help remember key teaching points.

• After the Presentation: Attendees get up to three follow-up e-mails to help them review and apply the research – the final step in helping financial professionals get, keep and grow business.

Testimonials: These are the personal views of financial advisors who had attended a “Your Prosperity Picture” presentation. Their testimonials do not constitute investment advice or a recommendation to buy or sell any investment security, and they are not necessarily the views of Invesco. The testimonial may not be the experience of others and is no guarantee of future performance or success. These financial advisors were not paid any fee for their testimonials.

“Your Prosperity Picture” is based on our firm’s research with Maslansky Luntz + Partners (2007-2011) and Ellen Rogin, CPA, CFP®, wealth advisor, and Abundance Activist™ (2008). Invesco Distributors, Inc. is not affiliated with Maslansky Luntz + Partners or Ellen Rogin.

Invesco Consulting (I•C), the sales consulting group within Invesco Distributors, Inc. has been specifically created with the needs of financial professionals in mind to help provide the best experts, latest research and turnkey training programs to the financial services industry.

Note: Not all products, material and services available through all firms. Advisors, please contact your home office.

The opinions expressed are those of the author, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

Not all products, materials or services available at all firms. Advisors, please contact your home office.

invesco.com/us VKC-YPP-FLY-1-E 07/14 Invesco Distributors, Inc. 8616

FOR US INSTITUTIONAL INVESTOR USE ONLY — NOT FOR USE WITH THE PUBLIC

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

The 5 I•C Disciplines:

Overcoming the challenges in connecting with clients, prospects and peers.

Communication & Conversations

Transforming your HNW business with client acquisition and retention strategies.

High Net Worth

Maximizing your “return on effort” with best in class practice management techniques.

Practice Management

Navigating today’s retirement of changing regulations, client conversations and investment opportunities.

Retirement

Gaining a sharper perspective on global markets, economic trends and portfolio strategies.

Market Intelligence

Invesco Consulting

Helping financial professionals get, keep and grow business with never seen before ideas.

Invesco Consulting (I•C), wholly owned by Invesco, specializes in unique and creative ideas for financial professionals. Each of our 25 compelling programs — based on leading-edge research and organized into 5 sales consulting disciplines — are designed to help you turn your biggest challenges into opportunities. Whether you need to improve your communication skills with clients and prospects, build and maintain your high-net-worth client base, or master today’s fast-changing retirement landscape, we have multiple programs tailored to fit your needs.

Our staff of 12 presenters, developers and support staff is dedicated to finding actionable answers to the unique challenges within financial services. Founded in 1998, I•C has helped more than 500,904 financial advisors, high net worth teams, variable annuity producers, retirement specialists and home office managers to get, keep and grow business through our speaking engagements from December 2001-December 2014.

I•C 2.0 – A Better Experience for Financial ProfessionalsI•C is leading the way for managers and meeting planners who want more substance from conferences and presentations. Today, our featured presentations come with assistance to help meeting organizers and attendees to get more value from the presentations.

• Before the Presentation: Meeting organizers get invitations and video trailers designed to help drive attendance.

• During the Presentation: Attendees get program handouts designed to help them remember key teaching points.

• After the Presentation: Attendees get up to three follow-up e-mails designed to help them review and apply the research – the final step in helping financial professionals get, keep and grow business.

“The New Retirementality” is based on The New Retirementality: Planning Your Life and Living Your Dreams…At Any Age You Want, Second Edition by Mitch Anthony (2006) published by Kaplan Business. Used with permission. Invesco Distributors, Inc. is not affiliated with Mitch Anthony or with Advisor Insights, Inc.

Not all products, materials or services available at all firms. Advisors, please contact your home office.

The opinions expressed are those of the author, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

This material is for illustrative, informational and educational purposes only. We make no guarantee that participation in this program or utilization of any of its content will result in increased business.

invesco.com/us VKC-NRET-FLY-1-E 04/15 Invesco Distributors, Inc. US-3625

FOR US INSTITUTIONAL INVESTOR USE ONLY — NOT FOR USE WITH THE PUBLIC

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

The 5 I•C Disciplines:

Overcoming the challenges in connecting with clients, prospects and peers.

Communication & Conversations

Transforming your HNW business with client acquisition and retention strategies.

High Net Worth (HNW)

Maximizing your “return on effort” with best in class practice management techniques.

Practice Management

Navigating today’s retirement of changing regulations, client conversations and investment opportunities.

Retirement

Gaining a sharper perspective on global markets, economic trends and portfolio strategies.

Market Intelligence