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.
NEW!! Professional Development Membership - 90 Days for $99
Introducing the NEW!! Professional Development Membership - 90 Days for $99
At the Retirement Resource Center we provide professional development and continuing education courses from leading industry experts on many topics, in multiple formats, the way you like to learn, at the level that's right for you. You told us that you needed full access to a variety of CE courses at select times of the year. We are happy to introduce a NEW way for you to access our large selection of professional development courses just when you need them: Professional Development Membership - 90 Days for $99
- Receive FULL ACCESS to the elearning and audio courses that interest you the most for 90 days, each worth 1.0 - 2.0 CFP® and or CRC® per course upon passing the online quiz, reporting fee included.
- Click here to see the list of online courses available to you with unlimited access for 90 days with this program!
- In addition, you are invited to attend any of the Member Live Webinar held during your 90 Day membership, with no additional fee (regularly $49 each).
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 Professional Development Webinars
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.
Register now! These webinars are worth 1.0 hrs CRC® and/or CFP® (pending) CE credit - no exam necessary for those who attend the live events.
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:
Course 10: How to Avoid Taxes
and Penalties on Roth IRA Distributions
Wednesday, October 21, 2015
1:00 PM - 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 - 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, remember to LOG IN HERE to receive your membership discount.
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.
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.