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.

Our next webinar:

NEW!! 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.

Next webinar in series is on Wednesday
February 25, 2015, 1:00 - 2:30 PM EST

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 02/25/15 Live Webinar Event - Appleby IRA Training Series Course 2: Rollovers Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts - $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.

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 1.0 hour 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.


Recently released Elearning and Audio Courses:

NEW COURSE:  Principles of Effective One-to-One Communication - Elearning and Audio courses now available $29 for non-members - LOG IN with your membership ID to receive 100% membership discount NEW COURSE:The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups by Mathew Greenwald and Carol Bogosian - $29 for non-members - LOG IN with your membership ID to receive 100% membership discount NEW COURSE: Benchmarking Retirement Readiness in Public Sector Retirement Plans by Kevin Seibert $29 for non-members - LOG IN with your membership ID to receive 100% membership discount
Joe Tabers, CSP
President of Productive Training Services
Mathew Greenwald, Ph.D., &
Carol Bogosian, ASA, VP &
,
Director of Actuarial Services
Kevin S. Seibert,
CFP®, CRC®, CEBS,

Managing Director of InFRE®
"Principles of Effective
One-to-One
Communication"
"The Decision to Retire and Post-Retirement Financial Strategies: Insight from
Eight Focus Groups"
"Benchmarking Retirement
Readiness in Pulbic Sector
Retirement Plans"
ELEARNING,
MP3 Audio Download
or MP3 & PDF Handout
ELEARNING ,
MP3 Audio Download
or MP3 & PDF Handout
ELEARNING,
MP3 Audio Download
or MP3 & PDF Handout
Retirement Resource Center - another 5-star review!
"Great material and worksheets. I will try to use a few techniques within 24 hours!"
Retirement Resource Center - another 5-star review!
"This session was valuable in that it presented facts that will be useful during planning sessions with clients."
Retirement Resource Center - another 5-star review!
"Kevin is an outstanding presenter. He made the topic both interesting and easy to follow and understand. The points were presented in a most logical order and built upon one another to present a complete picture of issues facing public sector employees."

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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