- 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.
The 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.
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.
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.
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.
Did you attend FPA’s 2016 annual conference in Baltimore?
Access the presentation materials for the Financial Planning Association’s 2016 Pre-Conference session on Women and Retirement below:
Contact Betty Meredith at 734-669-8790 to bring this presentation to your chapter or regional conference.
Mark your calendar for these upcoming live webinars and rebroadcasts to fulfill 1 - 1.5 CFP®, CRC®, ASPPA;, and PACE CE credits per session - No need to take the online exam!
Thursday, October 13, 2016 12:00 PM - 1:30 PM EDT
Women and Retirement - Live webinar with Levering, Hounsell, Franklin & Giordano - 1.5 hrs CFP®, CRC®, PACE CE
By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.
Tuesday, October 25, 2016 3:00 PM - 4:00 PM EDT
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Rebroadcast from Sandra Timmermann, EdD - 1 hr CFP®, CRC®, PACE CE - What are some steps that might be taken if an aging client's behavior changes due to cognitive impairment?
Thursday, November 10, 2016 12:00 PM - 1:00 PM EST
A Case Study of a Middle Affluent Couple Planning for Retirement Income - Live webinar with Manish Malhotra, MBA - 1 hr CFP®, CRC®, PACE CE - Observe this case study to see how modeling options and potential solution combinations might increase their likelihood of retirement success.
Tuesday, November 22, 2016 3:00 PM - 4:00 PM EST
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions - Rebroadcast from Greenwald, PhD & Levering, EA - 1 hr CFP®, CRC®, PACE CE - Gain insight into the most common financial shocks experienced by those who've been retired for at least 15 years, and how they handled those financial shocks.
Thursday, December 8, 2016 12:00 PM - 1:30 PM EDT
Optimal Retirement Income Solutions in Defined Contribution Retirement Plans - Live webinar with Vernon, FSA & Pfau, PhD, CFA - 1.5 hrs CFP®, CRC®, PACE CE - This ground-breaking, four-phase, Society of Actuaries (SOA)-sponsored project illustrates an analytical framework for evaluating Retirement Income Generators (RIGs).
Tuesday, December 20, 2016 3:00 PM - 4:00 PM EST
Reverse Mortgage Strategies for the Middle Market - Rebroadcast from Shelley Giordano, Chair of the Funding Longevity Task Force - 1 hr CFP®, CRC®, PACE CE - Home equity is the largest asset middle market retirees have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th).
Click on the TOPICS below to see the courses we have in each of the retirement-specific subjects.
You can also receive 1 - 2 CFP®, CRC®, ASPPA, and/or PACE CE for each issue of our FREE quarterly newsletter, Retirement Insight and Trends.
How can you 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.
Purchase any of 50+ Courses for $39 each
Or have full access to ALL courses with either of these memberships:
90 Days - Full-Access - $99
365 Days - Annual-Premier - $199
The 90 Days/$99 Full-Access Membership
The 365 Days/$199 Annual-Premier