What All Advisors Need in Their Communications Toolkit…

The Retirement Calendar Checklist Will Remind Retirees and Pre-Retirees That You Guide Them Throughout the Year

• Help clients stay organized in retirement… 
• Stay top of mind and show your value every month…
• Branded with photo, contact info, plus your choice of color

Complete your order today and get a PDF version

• Yes, I want to order my branded 2025 Retirement Calendar Checklist in gray for the low price of .86 cents per day—Just $317.

Remember, here's what you get for $317:

1. 100 branded hard copies (printed) of the 2025 Retirement Calendar Checklist that you can send in the mail, hand out in person, and include in your new client and workshop marketing kits. Remember, it’s the type of client handout that reinforces your reputation as a client-centered, forward-thinking advisor.
2. Branded PDF for instant use with clients and prospects starting right now. Use the digital version to include in an email, post to your website, and add to your social media feed. Remember, client communication is all about you keeping in touch and letting them know you're thinking about their lives and trying to make the journey as easy and stress-free as possible.

Try Now—See How Your Personalization Will Look on Your 2025 Retirement Calendar Checklist

Before you place your order, you can preview how your branded 2025 Retirement Checklist  will look.

Just complete all the fields in the form on this page and then click on Preview. NOTE: You will not be charged until the end of the process, so it's totally safe to try it out now.

PLEASE READ QUICK GUIDE BELOW: Be sure to carefully complete all the relevant fields.

Follow this quick guide to make sure your personalization is correct and looks good.

You start by completing the form at the bottom of this page with this information:

1. Advisor's name with first, middle, and last.
2. Add any designations you want listed. (Optional)
3. Upload your photo. (Optional)
4. Advisor's title. (Optional)
5. Company/firm name.
6. Upload your firm's logo. (Optional)
7. Mailing address.
8. Phone, email and web address.
9. Disclosure or Disclaimers: NOTE: Don't leave this out as it's probably required by your firm. Just copy from your existing disclosure or disclaimer. Be sure to review and close up any unwanted spaces or returns.

THEN, click the yellow PREVIEW button at the bottom right of this page.

Now you'll see a mini-size representation of how your personalization looks.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

FOR INSTANT SERVICE Call Toll Free: (888) 336-6884 ext. 1  (Outside U.S.: 1-212-343-8760)