The State of the Markets invitation and presentation can be found in the Downloadables section of the Content Library.

Accessing State of the Markets

To locate State of the Markets Invite and Presentation, first, navigate to Content Library>>Downloadables in your admin:

Here, you can scroll to find the State of the Markets content items or search for "State of the Markets" in the search field:

Click the "Details" button on the item for a summary or click "Download" to download it right away!

The State of the Markets Presentation will download in a ZIP file that contains the following:

  • PowerPoint presentation
  • Instructions on how you can customize the presentation
  • Editable PDF invitation

The State of the Markets Invitation. This will download the invitation only. This will download as an editable PDF. Any fields highlighted in the PDF are editable:

Note: You can also find the following presentations in the Downloadables section, and download and edit them in the same way as listed above!:

  • Tax Strategies
  • Halftime Report
  • Wealth Management 101

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