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Not FDIC Insured | May Lose Value | No Bank Guarantee Not FDIC Insured | May Lose Value | No Bank Guarantee

Not FDIC Insured | May Lose Value | No Bank Guarantee - PowerPoint Presentation

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Not FDIC Insured | May Lose Value | No Bank Guarantee - PPT Presentation

Franklin Templeton Investments 2 As of 123115 1 Investment professionals include portfolio managers portfolio managersanalysts research analysts and traders of Franklin Templeton Franklin Mutual Series and subsidiary investment management groups ID: 687084

franklin funds fund investment funds franklin investment fund nextstep risks investments alternative asset market managers templeton risk bond management

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Slide1

Not FDIC Insured | May Lose Value | No Bank GuaranteeSlide2

Franklin Templeton Investments

2

As of

12/31/15.1. Investment professionals include portfolio managers, portfolio managers/analysts, research analysts and traders of Franklin, Templeton, Franklin Mutual Series, and subsidiary investment management groups.

Franklin Templeton Investments is a global leader in

asset management serving clients in

over 150 countries

65+

Years of Asset Management Experience

$763.9B+

Total Assets Under Management

650+

Investment Professionals1

35

Countries with OfficesSlide3

The Simple Way to Invest

Franklin

NextStep

Funds

™Slide4

Simplicity

All-in-one portfolios matched to three levels of risk

Diversification

A broad mix of

funds

invested across fund managers, asset classes and countriesExpertiseProfessionally managed to navigate the ups and downs of the market4Franklin NextStep FundsDiversification does not guarantee a profit or protect against a loss.Slide5

Simplicity

All-In-One Portfolios Matched to the Client

5

1. Alternative

investments include less traditional asset classes such as real estate, commodities and hedge strategies. Performance and market movement of alternative investments do not typically follow stocks and bonds

.Franklin NextStepConservative FundFranklin NextStep Moderate FundFranklin NextStep Growth FundStock FundsBond FundsAlternative Investments Funds¹Potential Return

HIGHER

Relative Risk

HIGHER

LOWER

Fund

allocations are provided for illustrative purposes only. There is no guarantee that the Franklin

NextStep

Funds will be allocated in a similar manner.Slide6

Diversification

One

Fund—Many Fund Managers, Asset Classes

& Countries6

1. Alternative Investment Funds are included in the Franklin NextStep Moderate Fund and the Franklin NextStep Growth Fund.

One FundAccess to Top Tier Investment ManagersNon-Franklin Templeton Mutual Funds and Exchange Traded FundsFranklin Templeton Mutual Fundsand Exchange Traded FundsFUNDFUNDFUNDFUNDFUNDFUND

FUND

FUND

Broadly Diversified

Stocks

Alternative

Investments

1

Bonds

Invested Globally

North America

Emerging

Markets

Asia

Europe

FUND

FUND MANAGERS

ASSET CLASSES

COUNTRIES

Diversification does not guarantee a profit or protect against a loss. Slide7

Expertise

Continuously Managed for Opportunities and Risks

7

Conservative

Moderate

GrowthFranklin NextStepFundsTarget AllocationsStock Funds25%60%75%Bond Funds75%40%25%Alternative Investment Funds—

Bull Market: Opportunities in the Market

Stock Funds

30%

65%

80%

Bond Funds

70%

35%

20%

Alternative Investment Funds

0-5%

0-10%

Bear Market: Risks in the Market

Stock Funds

10%

45%

60%

Bond Funds

90%

55%

40%

Alternative Investment Funds

0-5%

0-10%

Allocation Ranges

Stock Funds

10–30%

45–65%

60–80%

Bond Funds

70–90%

35–55%

20–40%

Alternative Investment Funds

0-5%

0-10%Slide8

Benefits to the Investor

8

World-Class Investment Management

Broadly Diversified with Access to Top Tier Managers

An All-In-One Portfolio

Matched to Investors Based on Risk and GoalsContinuously Managed to Align with Fund ObjectivesSlide9

Benefits to the Investor

9

Choose the Simple Way to Invest with

Franklin

NextStep

FundsSlide10

While an asset allocation plan can be a valuable tool to help reduce overall volatility, all investments involve risks, including possible loss of principal. Because these funds invest in underlying funds, which may engage in a variety of investment strategies involving certain risks, the Franklin NextStep Funds are subject to those same risks. In addition, shareholders of the NextStep Funds will indirectly bear the fees and expenses of the underlying funds. The risks described herein are the principal risks of the Franklin NextStep Funds and the underlying

funds. Typically

, the more aggressive the investment, or the greater the potential return, the more risk involved. Generally, investors should be comfortable with some fluctuation in the value of their investments, especially over the short

term. Stock

prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds in a fund adjust to a rise in interest rates, that fund’s share price may decline. Foreign investing carries additional risks such as currency and market volatility and political or social instability; risks which are heightened in developing countries. Investments in derivatives involve costs and create economic leverage, which may result in significant volatility and cause the funds to participate in losses (as well as gains) that significantly exceed the funds’ initial investment. These risks are described in the funds’ prospectus. Investors should consult their financial advisor for help selecting the appropriate fund of funds, or fund combination, based on an evaluation of their investment objectives and risk tolerance.

A Few More Words About Asset Allocation10Slide11

Franklin Templeton Distributors, Inc.

One Franklin Parkway

San Mateo, California 94403-1906

nextstepfunds.comInvestors should carefully consider a fund’s investment goals, risks, charges and expenses before investing. To obtain

a summary

prospectus and/or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN/342-5236 or visit nextstepfunds.com. Please carefully read a prospectus before you invest or send money. See franklintempletondatasources.com for additional data provider information.NS PPT 02/16