Marketing Materials

Promote your generational planning presentations

Savvy Generational Planning is an excellent way to grow your business. Several comprehensive and insightful marketing resources are available to members of Savvy Generational Planning.

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Savvy Generational Planning Marketing Toolkit

Marketing Toolkit

Organize the marketing and delivery of your Savvy Generational Planning presentations with this 65-page toolkit. This downloadable PDF guide is filled with tips, timelines, checklists, and templates to plan, deliver, and follow up on your events.

Savvy Generational Planning Postcards and Posters

Customizable Postcards and Posters

Add your photo, logo, and contact information to a FINRA-reviewed postcard or poster for marketing purposes. Download PDFs for free and take them to your local printer.


This material is provided exclusively for use by individuals with an active license to the Savvy Generational Planning For Boomers Program. Use of this material is subject to the Savvy Generational Planning For Boomers Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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