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.

Upcoming Live Webinar Schedule 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 - 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.


Check out this recent article in Bob Powell's USA Today column in which Betty Meredith gives guidance to soon-to-be retirees about what to do with 401k savings.


InFRE's Kevin Seibert was quoted in the Wall Street Journal and LifeHealthPro recently discussing advantages of CRC® program.

Upcoming Professional Development Webinars

08/05/15 Live Webinar Event - What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

What Advisors Need to Know About
Qualified Longevity Annuity Contracts

With Gary Baker, President
U.S. Division at CANNEX Financial Exchanges

In July, 2014 the U.S. Treasury announced a change that allows for the deferral of income from a qualified DIA (Deferred Income Annuity) to extend past the mandatory RMD age of 70½.

There are a number of planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and the QLAC ruling provided some new and additional opportunities to benefit retirees.

In What Advisors Need to Know About Qualified Longevity Annuity Contracts you will learn:

  1. What QLACs are and how they work
  2. Background and history behind the U.S. Treasury ruling
  3. Advantages and disadvantages of QLACs
  4. Strategies for using a QLAC
  5. Which companies are offering QLACs today and samples of rates

Upcoming Live Webinar Schedule Register now!    This webinar is worth 1.0 hrs CRC® and/or CFP® (pending) CE credit - no exam necessary for those who attend the live event.

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 - 1.5 hour(s) 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 LOG IN HERE to receive your membership discount.

Members, remember to LOG IN HERE to receive your membership discount.

How IRA smart are YOU? Appleby IRA Training Series

Appleby IRA Training Series - $69 per course, or $595 for all 12!

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:

"Course 8 - Twelve Ways for
Funding an IRA - Part 1"

Wednesday August 26, 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.

Appleby's IRA Training Series - Twelve monthly webinars - $595 Appleby's IRA Training Series - Twelve monthly webinars - $595 Register for the next webinar in Denise Appleby's IRA Appleby IRA Training Series - $69

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.


How IRA smart are YOU? - Appleby Retirement Consulting, Inc.

Denise Appleby, APA, CISP, CRPS,CRC®, CRSP
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.


Save while earning CE when you become a Retirement Professional Development Member

Retirement Resource Center Professional Development Program

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.

NEW!!! You may now choose between two payment options: one annual payment of $299 or 12 convenient monthly payments of $30! Click on your preference below, and begin saving today.

Become an RRC Professional Development PREMIER Member:  Full access to LIVE webinars, elearning and audio download courses with no additional CE reporting fees, for one annual payment of $299 Become an RRC Professional Development PREMIER Member:  Full access to LIVE webinars, elearning and audio download courses with no additional CE reporting fees, for 12 convenient monthly payments of $30/month


 

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

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