Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Investor Presentation (2020)
16 slides from Broadridge Financial Solutions's investor presentation, 2020
Slide 1: Welcome to
Welcome to ® © 2020, Voya Services Company I PREVIEW FSSR V20N1 FB 1
Slide 2: PREVIEW
This material is intended to provide general information and is not intended to provide tax or legal advice. This material is not intended to be used to avoid tax penalties. It was prepared to support the promotion or marketing of the matter addressed in this document. Because individual situations
Slide 3: PREVIEW
Broadridge and Voya Services Company prohibit instructors from engaging in any product endorsement or selling during the seminar. When the seminar is over, instructors may offer financial advice, products, or other services as affiliates of registered investment advisory firms, registered representa
Slide 4: Everyone Needs Retirement Planning
Everyone Needs Retirement Planning Most people spend time dreaming about having the financial freedom to do what they want. Unfortunately, most people do not spend enough time preparing for the financial realities of retirement. Many Americans have discovered that it is possible to increase their re
Slide 5: My Objectives
My Objectives Please take a few moments to list your reasons for attending this class. Identifying what you want to receive from this experience will help you focus on the information that is most helpful to you. 1._______________________________________ 2. ______________________________________ 3._
Slide 6: Agenda
Agenda Financial Basics Retirement Income Investments Risk Management Estate Planning Optional Retirement Planning Consultation © 2020, Voya Services Company IV V VI VII VIII PREVIEW FSSR V20N1 FB 6
Slide 7: Lifestyles
Lifestyles The Lifestyles pages offer you some nonfinancial ideas to consider as you prepare for retirement. Lifestyles Directory Financial Basics Risk Management Are You Ready for Retirement? Preparing for Social Change Stress and Retirement Thinking about Relocating? Retirement Income Estate Plann
Slide 8: Resource Page Index
RESOURCE PAGE INDEX Some retirement planning topics need more explanation than your instructor has time to provide. Other topics are important to some people but not to others. Financial Basics Using Credit Wisely and Controlling Debt Federal Income Tax Terms Retirement Income Taxation of Social Sec
Slide 9: Resource Page Index
RESOURCE PAGE INDEX Investments Types of Investment Risk Safe But Not Stable Stock Classifications Individual Investment Considerations Selecting Mutual Funds Risk Management Property and Casualty Insurance Important Medicare Considerations Long-Term-Care Policy Considerations Estate Planning Determ
Slide 10: How This Course Can Help You
How This Course Can Help You This course will help you learn how to: • Assess your retirement income needs. • Understand a variety of investment choices. • Potentially increase your investment returns. • Use federal tax laws to your advantage. • Make wise use of your employer-provided benefits. • Pr
Slide 11: Financial Basics
Financial Basics “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” Ayn Rand © 2020, Voya Services Company 1 PREVIEW FSSR V20N1 FB 11
Slide 12: Retirement Income: Perception and Reality
Retirement Income: Perception and Reality Perception1 Employer-sponsored retirement savings plans 51% Social Security Other personal savings/investments 30% 26% 27% 26% 26% Traditional pension Part-time work © 2020, Voya Services Company Individual retirement accounts * Totals to more than 100% due
Slide 13: Retirement Income: Perception and Reality
Retirement Income: Perception and Reality Reality2 Employer-sponsored retirement savings plans Social Security Other personal 59% savings/investments 43% Traditional pension 32% 24% 25% Part-time work 9% © 2020, Voya Services Company Individual retirement accounts * Totals to more than 100% due to m
Slide 14: How Long Will You Be Retired?
How Long Will You Be Retired? Current 1941 life Current life expectancy2 age expectancy1 Male Female Birth 62.3 76.1 81.1 40 69.3 78.7 82.6 55 72.8 80.6 83.9 70 79.0 84.5 86.7 85 88.7 90.9 92.0 © 2020, Voya Services Company 1 1941 Standard Ordinary Mortality Table, National Association of Insurance
Slide 15: Are You Ready for Retirement?
Are You Ready for Retirement? Are you prepared financially? Do you love your job? How will you fill your time? Is your spouse ready? Where will you live? © 2020, Voya Services Company 4 PREVIEW FSSR V20N1 FB 15
Slide 16: Nine Reasons People Fail Financially in Retirement
Nine Reasons People Fail Financially in Retirement Procrastination. 1.___________________________________________________ 2.___________________________________________________ 3.___________________________________________________ 4.___________________________________________________ 5.______________
Broadridge Financial Solutions — Investor Presentation (2020) on 6ix