50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute Alexandra Macqueen, CFP® – Personal Finance Author & Expert Manish Malhotra, MBA – Expert on Retirement Income Planning Software Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert John E. Nelson – Purposeful Retirement Advocate, Author & Coach Greenwald, Matthew, PhD – Retirement Research Expert Appleby, Denise, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert Blanchett, David, CFA, CFP®, AIFA – Past president of the Association of Divorce Financial Planners Giordano, Shelley – Chair of the Funding Longevity Task Force Falk, Michael, CFA, CRC® – Behavioral Finance and Investment Management Expert Timmermann, Sandra, EdD – Successful Aging in Retirement Expert

Welcome to the Retirement Resource Center store!

Betty Meredith, CFP, CRC® CFA®, Founder and Managing Member, Int'l Retirement Resource Center, LLCThe 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.

  • 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

CLU®, ChFC®, RICP®, CASL and other CE courses ASPPA CE courses CRC® CE courses CFP® CE courses Meet CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE requirements while increasing your knowledge on a variety of retirement-related topics presented by industry leading experts, ranging from overview to advanced difficulty.

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.

View all courses ALPHABETICALLY or BY TOPIC with descriptions.

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.

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.

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, CLU®, ChFC®, RICP®, CASL and other CE credits per session - No need to take the online exam!

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert LIVE WEBINAR, NOV 15, 2017 12 - 1:00 PM EST
10 Essential IRA Tips for Helping Clients to Save Taxes and Avoid Penalties
Denise Appleby, APA, CISP, CRPS,CRC®, CRSP, Appleby Retirement Consulting, Inc.
(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)
As is evidenced by numerous IRS private letter rulings, court cases, and other unofficial sources, mistakes with IRA transactions is a common occurrence. These mistakes can result in loss of tax-deferred status, and penalties being owed to the IRS. This can lead to years of accumulated savings being lost to higher tax rates and penalties, plus the loss of the benefit of tax-deferred growth. Advisors need to put measures in place to help their clients avoid making these mistakes; and where possible, correct mistakes that have already been made.

Rex Hogue, Attorney LIVE WEBINAR, DEC 14, 2017 12 - 1:00 PM EST
IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
by Rex L. Hogue, Attorney & Partner
(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)
Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries. Learn how a retirement plan trust avoids problems such as a beneficiary deciding to cash out early, or a beneficiary rolling over the client’s IRA into the beneficiary’s IRA, problems with naming individuals as beneficiaries and how a retirement plan trust avoids them, situations where a retirement plan trust should be used as the beneficiary of an IRA, and much more.

USA Today Q&A by Robert Powell featuring Betty Meredith

Robert Powell, Special for USA TODAY, 'Q&A:Can I afford to retire now?  There are 4 things to consider' featuring answer by Betty Meredith Enjoy this USA Today Q&A Special by Robert Powell, "Can I afford to retire now? Three are 4 things to consider".

In the article Betty Meredith, CFP(®), CRC(®), CFA, provides answers by asking readers to consider factors including expected longevity, Social Security timing, spending and expenses, and optimizing investing.

List of Courses by Topic

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

CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE by topic - Retirement Income Management CFP® Member Courses - Retirement Planning CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE by topic - Retirement Readiness CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Social Security CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Retirement Counseling & Education CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Women and Retirement


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 member courses ALPHABETICALLY or BY TOPIC with descriptions.


You can also receive 1 CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE for each issue of our FREE quarterly newsletter, Retirement Insight and Trends.

Become a Member - 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.

Become a Retirement Resource Center Professional Development Member and SAVE on CE! Do you need to earn multiple CE credits?

Professional Development - Premier Membership Professional Development - Premier Membership Become a Member for
FULL ACCESS to 50+ CE courses
Including those below:
$99 - 90 Days Full Access or
$199 - 365 Days Annual Premier.

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!

CE Courses listed alphabetically:

All of the courses below qualify for Certified Financial Planner® (CFP®), Certified Retirement Counselor® (CRC®), ASPPA, CLU®, ChFC®, RICP®, CASL and other continuing education credit. Click on the titles below to learn more about individual courses. Click here for descriptions of all courses by topic.
No quiz required to receive CE credit for attendees of *REBROADCASTS* and **LIVE WEBINARS** (highlighted in purple).

A - F
F - O
O - T
T - Z
** LIVE Webinar **
Wed 11/15/2017
10 Essential IRA Tips for Helping Clients to Save Taxes and Avoid Penalties
Fitting Home Equity into a Retirement Income Strategy Off With Your (Rule of) Thumbs! The Holy Grail of Retirement: How to increase income and growth while improving liquidity
A 21st Century Connection: Health and Wealth Grey Divorce and Retirement Optimal Retirement Income Solutions in Defined Contribution Retirement Plans The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
A Case Study of a Middle Affluent Couple Planning for Retirement Income Housing for Retirees: Buy, Sell or Hold? Principles of Effective One-to-One Communication The Silver Tsunami and Long-Term Care
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
* Rebroadcast *
Tue 12/12/2017
Housing Wealth: A Retirement Asset for the Middle Market
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting The Stage is Set for Serving the Mid-Market
Behavioral Insights to Improve Retirement Security How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement Protecting Your Clients from Financial Elder Fraud Three Steps to Helping Clients Manage Health Care Costs in Retirement
Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies Introduction to Managing Retirement Income Retirement as a Time to Reinvent, Rewire, and Renew Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Changing Behavior or Changing Attitudes - Diane Savage Investing in Bonds in a Rising Rate Environment Retirement Happiness: Planning for a Successful Transition Understanding Communication Styles
Don't Let Disability Derail Retirement Security
** LIVE Webinar **
Thu 12/14/2017
IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios Understanding Disability: Financial and Retirement Planning Considerations
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer What Advisors Need to Know About Qualified Longevity Annuity Contracts
Enough About the Assets Already! Maximizing Your Clients’ Social Security Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
Estimating the True Cost of Retirement Misperceptions and Management of Retirement Risks Tax-Efficient Draw Downs in Retirement What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Finding Optimized Income Strategies for Middle Market Clients Money for Life: Help your plan participants avoid going broke in retirement The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients No Portfolio is an Island The DOL Fiduciary Rule and Your Duty of Care Women and Retirement
* Rebroadcast *
Tue 11/14/2017
Year-end Planning and Compliance Requirements for IRAs

 

-