Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Investor Presentation (2023)
21 slides from Broadridge Financial Solutions's investor presentation, 2023
Slide 1: Welcome to Preview
Welcome to PREVIEW © 2023, Voya Services Company I FSSR V23N1 FB
Slide 2: PREVIEW
This material is intended to provide general information and is not intended to provide investment, retirement, legal, or tax 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 PREVIEW documen
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 PREVIEW firms, registered re
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. PREVIEW 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
Slide 5: My Objectives
My Objectives Please take a few moments to list your reasons for attending this class. Identifying what you want to PREVIEW receive from this experience will help you focus on the information that is most helpful to you. 1._______________________________________ 2. __________________________________
Slide 6: Agenda
Agenda Financial Basics Retirement Income PREVIEW Investments Risk Management Estate Planning Optional Retirement Planning Consultation © 2023, Voya Services Company IV V VI VII VIII FSSR V23N1 FB
Slide 7: Lifestyles
Lifestyles The Lifestyles pages offer you some nonfinancial ideas to consider as you PREVIEW 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 Esta
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. PREVIEW Financial Basics Using Credit Wisely and Controlling Debt Federal Income Tax Terms Retirement Income Taxation of So
Slide 9: Resource Page Index
RESOURCE PAGE INDEX Investments Types of Investment Risk Safe But Not Stable PREVIEW Stock Classifications Individual Investment Considerations Selecting Mutual Funds Risk Management Property and Casualty Insurance Important Medicare Considerations Long-Term-Care Policy Considerations Estate Plannin
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. PREVIEW • 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 benefi
Slide 11: Financial Basics
Financial Basics “Money is only a tool. It will PREVIEW take you wherever you wish, but it will not replace you as the driver.” Ayn Rand © 2023, Voya Services Company 1 FSSR V23N1 FB
Slide 12: Retirement Income: Perception and Reality
Retirement Income: Perception and Reality Perception1 PREVIEW Workplace retirement savings plans 49% Social Security Other personal 32% 31% 29% savings/investments 26% 22% Traditional pension Part-time work © 2023, Voya Services Company Individual retirement accounts * Totals to more than 100% due t
Slide 13: Retirement Income: Perception and Reality
Retirement Income: Perception and Reality Reality2 PREVIEW Workplace retirement savings plans Social Security Other personal 64% savings/investments Traditional pension 38% 31% 24% 26% Part-time work 8% © 2023, Voya Services Company Individual retirement accounts * Totals to more than 100% due to mu
Slide 14: How Long Will You Be Retired?
How Long Will You Be Retired? Current 1941 life Current life expectancy2 age expectancy1 Male Female PREVIEW Birth 62.3 74.2 79.9 40 69.3 77.0 81.5 55 72.8 79.3 83.0 70 79.0 83.7 85.9 85 88.7 90.5 91.5 © 2023, Voya Services Company 1 1941 Standard Ordinary Mortality Table, National Association of In
Slide 15: Are You Ready for Retirement?
Are You Ready for Retirement? PREVIEW Are you prepared financially? Do you love your job? How will you fill your time? Is your spouse ready? Where will you live? © 2023, Voya Services Company 4 FSSR V23N1 FB
Slide 16: Nine Reasons People Fail Financially in Retirement
Nine Reasons People Fail Financially in Retirement Procrastination. 1.___________________________________________________ 2.___________________________________________________ PREVIEW 3.___________________________________________________ 4.___________________________________________________ 5.______
Slide 17: Does a Convenient Time Ever Come?
Does a Convenient Time Ever Come? We’re 25. We can’t save money now. We’re just getting started and don’t earn very much. It takes everything we have PREVIEW to pay the bills and have some fun. Besides, we don’t plan to retire for another 30 or 40 years. We have lots of time. We’re 35. Our family is
Slide 18: Does a Convenient Time Ever Come?
Does a Convenient Time Ever Come? We’re 45. We spend all of our extra money on our children. We work hard and think we deserve a good lifestyle. We PREVIEW should be able to save after the children are on their own. We’re 55. Retirement is staring us in the face. We need to get started on our invest
Slide 19: Nine Reasons People Fail Financially in Retirement
Nine Reasons People Fail Financially in Retirement Procrastination. 1.___________________________________________________ Failure to set clear financial goals. 2.___________________________________________________ PREVIEW 3.___________________________________________________ 4.______________________
Slide 20: Setting Goals
Setting Goals These are the steps in goal setting: 1. Dream. PREVIEW 2. Reduce the dreams to writing. Make them specific. Quantify them. Set them within a time frame. 3. Organize the dreams. Prioritize them. Determine a course of action. © 2023, Voya Services Company Break the goals into subgoals. 6
Slide 21: Setting Goals
Setting Goals 4. Implement your action plan. Take action. PREVIEW Monitor your progress. Adjust as needed. 5. Celebrate your accomplishments! © 2023, Voya Services Company 6 FSSR V23N1 FB
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