Welcome to the Retirement Resource Center store!
We are dedicated to providing financial advisors, retirement counselors, consumers and employees with the professional development, continuing education and tools you need to help you build your retirement income management and readiness expertise. We offer you resources that will educate you as a professional seeking specialized retirement education and as a consumer seeking trustworthy retirement information.
Retirement Professional Development Membership Monthly Webinar Series
Since 1995, I’ve spoken at and helped many national conferences plan their topics on retirement education, advice, income management, planning strategies, readiness and purposeful retirement. However, many professionals cannot attend these highly-valuable educational and networking events due to time or budget constraints.
Because it is more important than ever for CRC®s, CFP®s, CPAs and other professionals to deepen their retirement-specific knowledge, we now have a series of monthly, one (1) hour LIVE webinars that will bring top retirement planning experts to your desktop.
You’ll experience conference-level presentations at a fraction of the cost of attending in person, receive 10 tips per session on how to implement what you learn, and have an opportunity to get your questions answered directly by the expert. Attending these live webinars will fulfill 1 - 1.5 CRC® and/or 1 - 1.5 CFP® CE credits per session. Courses will be recorded and available in elearning format shortly after the live session.
Upcoming Professional Development Webinars
Certified Reverse Mortgage Professional
with Security One Lending, America’s largest full-service Reverse Mortgage company
For all but the wealthiest Americans, home equity is their largest financial asset. As retirement counselors, we need to understand options for helping retired clients appropriately use their home equity if their economic situation requires it.
As demonstrated in the Journal of Financial Planning, the proactive implementation of a reverse mortgage strategy – early in the distribution phase – will improve portfolio survival and increase the odds of a successful retirement.
- Learn how the FHA’s Home Equity Conversion Mortgage (HECM) program can work for retirees who have a substantial portion of their wealth tied up in their home equity;
- Learn how an HECM Credit Line can be used to protect against sequence-of-returns risk during market declines to help eliminate the need for portfolio distributions during market troughs, improving the longevity of retirement savings;
- See the modeling of different case studies using an HECM Credit Line and how it can be used to help improve the total net worth that can remain for heirs while meeting the retirement income needs of a retiree;
- Explore a “Purchase HECM,” which is a loan that helps clients purchase their ideal home for retirement without the burden of debt service.
How IRA smart are YOU? Appleby IRA Training Series
Appleby's IRA Training Series of 12 courses is intended to provide an understanding of the rules and regulations that apply to IRAs, with a focus on contributions, rollovers, transfers and distributions. The next webinar in the series is:
"How to Avoid and/or Correct the
Top Ten Distribution Mistakes Made
with IRAs and Employer Plans"
Wednesday, April 22, 2015, 1:00 - 2:30 PM EDT
The courses focus on the technical and compliance aspects of these rules, and are intended to help you understand the steps that should be taken to avoid mistakes; and/or correct mistakes where allowed.
Each course is approved for 1.5 CRC® CE and 1.5 CFP® CE, for 18 CE annual* credits. Courses may be purchased separately here for $69 apiece, or at a 28% savings when you purchase all twelve courses for $595.
Did you miss a webinar? No worries! You will still be able to receive CE without the need to take the online quiz as webinars will be rebroadcast on a rotating basis. In addition, webinar registrants will receive the elearning and audio versions of the course a week after the event.
*CE pending prior to broadcast of webinar event. Note that the online quiz must be taken successfully to receive CE credit for elearning or audio study; no quiz necessary with webinar attendance.
Appleby Retirement Consulting, Inc
"She clearly described situations and was sure to include warnings about possible problems. Her presentation style and delivery pace were well suited to the materials. I not only learned from this but also enjoyed it." ~Natalie Choate, Esq.
Take advantage of Appleby Consulting's wide range of topics to help you understand the rules, taxes and penalties that apply to IRA distributions, including Quick Reference Print and E- Guides summarizing IRA distributions, exceptions, options, and more. Read more about Denise's background and see our full selection of her IRA handouts and tools here, or click on the icons below for individual titles.
NEW Course Releases
Did you miss any of our recent featured speakers?
Every month we introduce new elearning and audio download courses based on our live webinar series.
For a limited time, you can save up to 32% when you order three of the recent Elearning releases with our Elearning Special -- including the courses featured below.
Just select any three courses from over two dozen topics and pay only $75. You save $12 off the price of the course fees! And, if you select CFP® CE eligible courses, you will also receive CFP® credit upon passing the online quiz, saving up to $30 off CFP® recording fees. Click here to learn more.
Courses confer 1.0 hour of CRC® and/or CFP® CE upon passing the online quiz. Course CE credit availability is listed under here under "Course summaries by Topic".
Members, remember to LOG IN HERE to receive your membership discount.
Save while earning CE when you become a Retirement Professional Development Member
Consider becoming part of our RRC Professional Development community to save on course fees. Receive full access to our monthly live webinar events, elearning courses and audio download courses, with no additional CE reporting fees.