Name

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

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.

CUSTOM INVESTMENT • STRATEGY

STRATEGY FOR YOUR INVESTMENT GOALS

Determine Needs

Create Customized Portfolio

YOUR STRATEGY

ANSWER ANY QUESTIONS

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.

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

Name

Name

Presentation Transcript

Name Last name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Test Moderator: Name Test Partner: Name Designers: Name, Name

Common Name Scientific Name your name

Class Name, Instructor Name

Your Name Class Name

Advisor Name | Firm Name

Name 1 Name 2

First name Last name

Name lookup (name control)

Name: _________________________ Name: _ Date: _______

YOUR NAME MENTOR’S NAME TEACHER’S NAME

Player Name: Parent Name:

Name #1, Name # 2, Name #3, Name #3 School Name & Address

First Name Last Name

First Name Last Name, Title; First Name Last Name, Title; First Name Last Name, Title

Presenters Name Name Date

Name

Name

Presentation Transcript

Name Last name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Test Moderator: Name Test Partner: Name Designers: Name, Name

Common Name Scientific Name your name

Class Name, Instructor Name

Your Name Class Name

Advisor Name | Firm Name

Name 1 Name 2

First name Last name

Name lookup (name control)

Name: _________________________________ Name: _______________ Date: _____________

YOUR NAME MENTOR’S NAME TEACHER’S NAME

Player Name: Parent Name:

Name #1, Name # 2, Name #3, Name #3 School Name &amp; Address

First Name Last Name

First Name Last Name, Title; First Name Last Name, Title; First Name Last Name, Title

Presenters Name Name Date

Name: _________________________ Name: _ Date: _______

Name #1, Name # 2, Name #3, Name #3 School Name & Address