Welcome to the Retirement Resource Center store, where you can learn from the experts, the way you like to learn, at the level that's right for you!
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. See the complete list of upcoming topics and speakers here. 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 CRC® and 1 CFP® CE credits per session. Courses will be recorded and available in elearning format shortly after the live session.
Register now for our next webinar:
in a Rising Rate Environment "
Wednesday, March 19, 2014 12:00 EDT,
with Greg Prost, CFA®
It’s difficult to generate strong positive returns in the fixed income markets when bond yield levels are at historically low levels. Interest rates have been falling for 32 years, resulting in bond investors enjoying total returns in excess of yield during most of our lifetimes. For the rest of our lives that is unlikely to be the case.
Join us for a live webinar on Wednesday, March 19th with Greg Prost, CFA, Chief Investment Officer of Ambassador Capital Management, as he offers some solutions that are simple and less risky than investing in an aggregate bond index and that should become a standard part of any fixed income allocation into the future.
NEW Course Releases
Did you miss any of our recent featured speakers? Take a look at our newly released elearning and audio download courses! And, for a limited time only, save up to 32% when you order three! (1.0 hour of CRC® and CFP® CE upon passing the online quiz after taking any of the following courses.)
Enough About the Assets Already!
The financial industry continues to “pump out” more investment products and solutions for your clients and employees to use to build assets for retirement. The financial press continues to "spill ink" on these products and concepts. While the asset side of the equation is definitely important, where is the "ink" regarding the liability side of the equation? For retirement professionals who serve those who haven't saved enough investable retirement assets, this is a session you'll not want to miss! Now available in elearning, MP3 audio download or MP3 with handout formats.
Check out what Financial Advisor reporter Karen Demasters said in this Financial Advisor article after she attended Michael Falk's webinar!
Don't Let Disability Derail Retirement
Disability affects many Americans, but it is not well understood and only 31% of civilian workers have long term disability coverage. Traditional defined benefit plans usually included some protection so that disability would not destroy retirement plans. In contrast, defined contribution plans have no built-in protection. Learn ideas for improving participation in long term disability plans from David C. Kaleda, Principal of Groom Law Group, and Anna Rappaport, FSA, MAAA is an internationally known researcher speaker and author. David and Anna co-authored an article on this subject published in May, 2013 for the SOA Pension Section News. Available in elearning, MP3 audio download or MP3 with handout formats.
The Stage is Set for Serving the Mid-Market
Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007, which means more people than ever now need help making informed retirement decisions (versus just 401k/457/403b investing decisions). Learn what professionals are doing now, how our industry is changing, and where it still needs to go to improve the retirement security of the middle market, with Betty Meredith, CFA®, CFP®, CRC®, Int'l Retirement Resource Center Managing Member, and Nathan Harness, PhD, CFP®, Assistant Professor of Finance Texas A&M University - Commerce. Available in elearning, MP3 audio download or MP3 with handout formats.
Behavioral Insights to Improve Retirement Security
Behavioral research improves your ability to make informed decisions based on actual consumer or employee behavior, rather than relying on educated guesses or opinions. Jodi DiCenzo has performed extensive research to gain firsthand insight into employees’ retirement-related decisions and choice, and presents research findings in this informative presentation that go beyond automatic enrollment as the predominant solution for improving employee plan participation, deferral and investing behaviors. Available in elearning, MP3 audio download or MP3 with handout formats.
Year-end Planning and Compliance Requirements for IRAs Elearning
Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients. This session is designed to help retirement professionals get a head start with identifying and understanding the transactions that are required to be completed by the end of the year for tax and distribution planning, as well as for compliance purposes. Available in elearning, MP3 audio download or MP3 with handout formats.
Misperceptions and Management of Retirement Risks
Find out what you can do to help increase your clients' and employees' chances of retirement success by realistically addressing the risks they'll face in retirement as Carol Bogosian, President of CAB Consulting, reviews the highlights of key research conducted by the Society of Actuaries. This session is now available in elearning, MP3 audio download or MP3 with handout formats.
Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Caregiving has serious financial consequences for caregivers, including disruptions in their work experience, loss of pay and benefits, forfeited savings and investments. 66% of caregivers are women. Learn more about how to help women plan accordingly from Cindy Hounsel, President of WISER, now available in elearning, MP3 audio download or MP3 with handout formats.
Check out what Financial Advisor reporter Karen Demasters said in this Financial Advisor article after she attended Cindy Hounsel's webinar!
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement
Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies with Michael Falk's "informative, engaging, thought provoking" presentation, which has been delivered at CFA Societies and other national conferences all over the world. Now available in elearning, MP3 audio download, and MP3 with handout formats.
Premier Membership News
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.
Learn from the experts, the way you like to learn, at the level that's right for you.
Learn from the experts.
We specialize in finding experts in retirement education topics so that you can be confident that you are learning from knowledgeable and trusted sources. The folks presenting our courses have a passion for teaching their chosen subject areas and want to share what they know with you.
Learn the way you like to learn.
We have worked hard to make it as easy for you as possible to learn what you need to know in the way you learn it best. Many of our products are available in a variety of learning media, so that you can choose the most convenient way for you to acquire information. Do you like to read and take notes, listen while in the car or exercising, or view online presentations and training courses? Look for the icons below on the courses you want to take to see which of the variety of ways the information can be delivered to you.
Be confident that what you are learning is at the right level for you.
There is a lot of information on the subject of retirement, and it can be very time-consuming finding what you need to know. How can you ascertain that what you're learning is the right stage for you? We've labeled our courses with a 4-stage guide to help you know what level the information is in the Four Stages of Financial Literacy. Remember, the stages are a guide; you are free to skip around to learn what interests you the most right now.
Are you ready to begin?
78 million Americans will retire in the next two decades. Whether you're a retirement professional or a future retiree you will benefit from the knowledge you gain from the Retirement Resource Center. Don't wait... Begin today!