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  1. Must be IAR for use. LPL Tracking #1-127211 The attached has been given an 'Approved As Is' status by Marketing Regulatory Review. For advisors who want to use and customize sponsor materials, they must first be directed to Chapter 15 (Communications with the Public), Section 25 (Pre-Approved Communications), of the Advisor Compliance Manual posted on Branch Net. There, they will find instructions on how to use sponsor materials. PLEASE DELETE THIS TEXT BOX PRIOR TO SENDING TO CLIENTS. Name Compliance-Approved Title Approved DBA Name or LPL Financial Marketing Slogan (optional:must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # E-mail address Website Insert Compliance-approved disclosure

  2. Insert Photo Here Full Name Retirement Plan Consultant Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # E-mail address Website Insert Compliance-approved disclosure This slide should only be used for RPCP Advisors. Please delete this text box prior to sending to clients.

  3. CUSTOM INVESTMENT • STRATEGY

  4. STRATEGY FOR YOUR INVESTMENT GOALS

  5. Determine Needs

  6. Create Customized Portfolio

  7. YOUR STRATEGY

  8. ANSWER ANY QUESTIONS

  9. Insert Photo Here Full Name Retirement Plan Consultant Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # E-mail address Website Insert Compliance-approved disclosure This slide should only be used for RPCP Advisors. Please delete this text box prior to sending to clients.

  10. Must be IAR for use. LPL Tracking #1-127211 The attached has been given an 'Approved As Is' status by Marketing Regulatory Review. For advisors who want to use and customize sponsor materials, they must first be directed to Chapter 15 (Communications with the Public), Section 25 (Pre-Approved Communications), of the Advisor Compliance Manual posted on Branch Net. There, they will find instructions on how to use sponsor materials. PLEASE DELETE THIS TEXT BOX PRIOR TO SENDING TO CLIENTS. Name Compliance-Approved Title Approved DBA Name or LPL Financial Marketing Slogan (optional:must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # E-mail address Website Insert Compliance-approved disclosure

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