Betty Meredith, CFP, CRC® CFA®, Founder and Managing Member, Int'l Retirement Resource Center, LLCWelcome to the Retirement Resource Center store!

  • Have you ever wondered if you know what you should know about retirement planning?
  • Do you dread renewal of your certifications because that means you need to CE binge?
  • Are you looking for a cost-effective CE solution that actually helps you be a better retirement professional?
  • How can you or your retirement advisors and counselors be the one that clients turn to, understand and trust to help them make informed retirement decisions?

We're glad you're here.

Courses Designed and Presented by 30+ Retirement Industry Experts

Greenwald, Matthew, PhD – Retirement Research Expert
Mathew Greenwald
Appleby, Denise, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert
Denise Appleby
Blanchett, David, CFA, CFP®, AIFA – Past president of the Association of Divorce Financial Planners
David Blanchett
Giordano, Shelley – Chair of the Funding Longevity Task Force
Shelley Giordano
Falk, Michael, CFA, CRC® – Behavioral Finance and Investment Management Expert
Michael Falk
Timmermann, Sandra, EdD – Successful Aging in Retirement Expert
Sandra Timmermann


The Retirement Resource Center is committed to and passionate about ensuring that all Americans have the opportunity to receive the qualified counseling they need to make informed retirement planning decisions through increasing the knowledge and competency of their advisors.

To help us in this mission, we’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost 30 years in the financial industry.

Visit CE Courses by Presenter to read more about the more than three dozen retirement industry experts who write, produce, consult, and deliver our retirement education courses, materials.

CFP®, CRC®, ASPPA, & PACE CE Courses

The new retirement environment requires that you have new insight and practical approaches when managing the retirement assets, income, and risks of the mid-market. Our courses are created to serve your needs as a retirement professional for up-to-date educational resources. Subjects are tailored especially for advisors, retirement administrators, trustees, and call center professionals.

Earn ASPPA and/or PACE CE Earn CRC® Credit Earn CFP® Credit Meet CFP®, CRC®, ASPPA, & PACE CE requirements while increasing your knowledge on a variety of retirement-related topics presented by industry leading experts, from overview to advanced difficulty.

Courses are available in elearning, audio (MP3 download) and handout formats, to make it easy for you to learn and acquire CE credit in a time-frame that fits your busy life. A printable certificate is available certifying that you successfully earned CE credit after you take elearning and/or audio courses and pass the online quiz.

View all courses BY TOPIC with full descriptions or ALPHABETIC with short descriptions.

Did you attend FPA’s 2016 annual conference in Baltimore?

Access the presentation materials for the Financial Planning Association’s 2016 Pre-Conference session on Women and Retirement below:

Presentation PowerPoint  and  Presentation Handout

Contact Betty Meredith at 734-669-8790 to bring this presentation to your chapter or regional conference.

Upcoming Professional Development Webinars

Upcoming Live Webinar ScheduleMark your calendar for these upcoming live webinars and rebroadcasts to fulfill 1 - 1.5 CFP®, CRC®, ASPPA;, and PACE CE credits per session - No need to take the online exam!


2016 10/13 Live Webinar: Women and Retirement - Cindy Levering, Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty MeredithThursday, October 13, 2016 12:00 PM - 1:30 PM EDT
Women and Retirement
- Live webinar with Levering, Hounsell, Franklin & Giordano - 1.5 hrs CFP®, CRC®, PACE CE
By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.


2016 10/25 Rebroadcast - A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Sandra TimmermannTuesday, October 25, 2016 3:00 PM - 4:00 PM EDT
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
- Rebroadcast from Sandra Timmermann, EdD - 1 hr CFP®, CRC®, PACE CE - What are some steps that might be taken if an aging client's behavior changes due to cognitive impairment?

2016 11/10 Live Webinar: A Case Study of a Middle Affluent Couple Planning for Retirement Income - Manish MalhotraThursday, November 10, 2016 12:00 PM - 1:00 PM EST
A Case Study of a Middle Affluent Couple Planning for Retirement Income
- Live webinar with Manish Malhotra, MBA - 1 hr CFP®, CRC®, PACE CE - Observe this case study to see how modeling options and potential solution combinations might increase their likelihood of retirement success.

2016 11/22 Rebroadcast - How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - GreenwaldTuesday, November 22, 2016 3:00 PM - 4:00 PM EST
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions
- Rebroadcast from Greenwald, PhD & Levering, EA - 1 hr CFP®, CRC®, PACE CE - Gain insight into the most common financial shocks experienced by those who've been retired for at least 15 years, and how they handled those financial shocks.

2016 12/08 Live Webinar: Optimal Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade PfauThursday, December 8, 2016 12:00 PM - 1:30 PM EDT
Optimal Retirement Income Solutions in Defined Contribution Retirement Plans
- Live webinar with Vernon, FSA & Pfau, PhD, CFA - 1.5 hrs CFP®, CRC®, PACE CE - This ground-breaking, four-phase, Society of Actuaries (SOA)-sponsored project illustrates an analytical framework for evaluating Retirement Income Generators (RIGs).

2016 12/20 Rebroadcast - Reverse Mortgage Strategies for the Middle Market - Shelley GiordanoTuesday, December 20, 2016 3:00 PM - 4:00 PM EST
Reverse Mortgage Strategies for the Middle Market
- Rebroadcast from Shelley Giordano, Chair of the Funding Longevity Task Force - 1 hr CFP®, CRC®, PACE CE - Home equity is the largest asset middle market retirees have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th).

List of Courses by Topic

Click on the TOPICS below to see the courses we have in each of the retirement-specific subjects.

CFP® CE Courses by topic - Retirement Income Management CFP® CE Courses by topic - IRAs CFP® CE Courses by topic - Retirement Readiness CFP® Member Courses - Retirement Planning CFP® CE Courses - Social Security CFP® CE Courses - Social Security
           
CFP® CE Courses - Women and Retirement CFP® CE Courses - Retirement Counseling CFP® CE Courses - Purposeful Retirement CFP® CE Courses - Retirement Education CFP® CE Courses - Presentation Skills CFP® CE Credit: Retirement Insight and Trends


Most courses are $39 each when purchased individually, or when you become a member, all courses included for one low fee of $99/90-days or $199/365-days.


View all courses BY TOPIC with full descriptions or ALPHABETIC with short descriptions.


You can also receive 1 - 2 CFP®, CRC®, ASPPA, and/or PACE CE for each issue of our FREE quarterly newsletter, Retirement Insight and Trends.

Become a Member - Save on CE!

How can you save $$$ on CE?

We're proud to offer two membership levels that each offer full access to 50+ CE courses with no extra reporting fees. Click on the level you prefer below, or click here for a full comparison of the two membership levels.

Two Membership Levels

Purchase any of 50+ Courses for $39 each
Or have full access to ALL courses with either of these memberships:


90 Days - Full-Access - $99


365 Days - Annual-Premier - $199


Individual CE Courses by topic - $39 each
Individual courses
$39
each


90 Days for $99 - FULL ACCESS to our Professional Development Membership CE Courses!
90 Days
Full
Access
$99


365 Days for $199 - Never worry about CE with our Premier Professional Development Membership CE Courses!
365
Days
Premier
$199

The 90 Days/$99 Full-Access Membership
does not auto-renew. You may apply your $99 membership fee toward 365-Days/$199 Membership before 90 Day membership expires!

The 365 Days/$199 Annual-Premier
Membership
renews automatically, so that you never worry about finding the next CE course - Only $199 per year for as long as you remain a member!

Learn from the experts, the way you like to learn, at the level that's right for you.

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