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PRESENTATIONS

Find Your Balance

Help employees choose diversified investment portfolios that can meet their needs. Part of our Investing for Life series.

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Use this presentation to:

  • Host a lunchtime seminar for employees to help them choose the best investments for their needs with the Find Your Balance brochure.
  • Get employees to consider their risk tolerance and time horizon.
  • Explain the pros and cons of stocks, bonds and cash, and how diversification can help mitigate risk.
  • Offer tools that can help employees choose an investment mix or select a target date fund, if available in the plan.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.