50+ CE Courses $29 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Stage 3 – Certification and continuing education for professionals

Stage 3 – Certification and continuing education for professionals

Retirement Literacy Learning Stage 3 - Certification and continuing education for professionals


Why certify? Attaining a certification demonstrates that you have an extra level of knowledge, competency and understanding in a given subject. While there are many financial professionals, certification designating your expertise as a Certified Retirement Counselor® demonstrates your proficiency in guiding your clients or employees as they make informed decisions about their retirements.


The Retirement Resource Center exclusively represents InFRE's Certified Retirement Counselor® (CRC®) certification, the only *accredited*. retirement-specific financial designation available today. If you are interested in obtaining this certification, you can learn more here.


If you already have a CRC®, CFP®, or state insurance certifications and need Continuing Education (CE) credits, you will be pleased with our growing selection of courses available to meet your annual requirements. We offer a variety of courses in print, audio, elearning, video, pdf reader and other formats, delivered to you by a range of subject experts.


Are you looking for a good source of essential retirement information for your clients or employees? Visit Learning Stage 1. If you are an advisor or financial professional who wants more retirement specific information visit Learning Stage 2. Would your clients or employees benefit from a workshop? Visit Learning Stage 4. Whatever your needs, use the Retirement Literacy Stages as a guide to help you find the information that will help you the most.



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10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties - Denise Appleby

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties - Denise Appleby

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

As is evidenced by numerous IRS private letter rulings, court cases, and other official sources, mistakes with IRA transactions is a common occurrence.

$29.00
12/12/2017 Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson - Rebroadcast

12/12/2017 Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson - Rebroadcast

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Home equity is most Americans' largest financial asset. Learn options for proactive implementation of reverse mortgage strategies for improving portfolio survival.

$29.00
12/14/2017 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust - Rex Hogue - LIVE WEBINAR

12/14/2017 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust - Rex Hogue - LIVE WEBINAR

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Qualified retirement plans can create numerous estate planning problems.

$29.00
A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni

A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni

1 hr CFP®, CRC®, PACE CE

Gain insight into how to approach helping your clients prepare for and address their healthcare costs in retirement.

$29.00
A Case Study of a Middle Affluent Couple Planning for Retirement Income - Patrick Bogusch and Stephan Granitz from Income Discovery

A Case Study of a Middle Affluent Couple Planning for Retirement Income - Patrick Bogusch and Stephan Granitz from Income Discovery

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.

$29.00
A Comprehensive Approach to Retirement Education: The Retirement Well-being Model - John Nelson

A Comprehensive Approach to Retirement Education: The Retirement Well-being Model - John Nelson

1.5 hrs CRC® CE

This course covers the financial aspects of retirement planning and introduces the interdisciplinary Retirement Well-Being Model.

$29.00
A New Model for Retirement Education and Counseling - Willett, Helman, Greenwald

A New Model for Retirement Education and Counseling - Willett, Helman, Greenwald

1.5 hrs CRC® CE

Explore how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.

$29.00
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Sandra Timmermann

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Sandra Timmermann

1 hr CFP®, CRC®, PACE CE

As our clients age, some of them will develop diseases such as Alzheimer's or other dementias. What are some steps that might be taken if a client's behavior changes due to cognitive impairment?

$29.00
Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA

Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Behavioral research often stands in stark contrast to rational expected behavior. Gain more clarity about how and why employees and consumers make retirement decisions.

$29.00
Benchmarking Retirement Readiness in Public Sector Retirement Plans - Kevin Seibert

Benchmarking Retirement Readiness in Public Sector Retirement Plans - Kevin Seibert

1 hr CRC® CE

Gain ideas on how public sector retirement systems can use a holistic approach to helping employees become retirement ready through education, measurement tools and plan design changes that improve retirement savings.

$29.00
Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies - Roy Ramthun and Aaron Benway

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies - Roy Ramthun and Aaron Benway

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Most Americans are not saving enough for retirement. Further, we underestimate how much of our retirement income will be spent on health care costs.

$29.00
Changing Behavior or Changing Attitudes - Diane Savage

Changing Behavior or Changing Attitudes - Diane Savage

1.0 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL; 1.5 hrs CRC® CE -- Why is the prospect of saving for retirement so intimidating and what can you do to help change it? Accumulation is a critical component of preparedness.

$29.00
Don't Let Disability Derail Retirement Security - Rappaport and Kaleda

Don't Let Disability Derail Retirement Security - Rappaport and Kaleda

1 hr CFP®, CRC®, PACE CE

Gain insight into the unintended consequences that expose disabled employees to retirement security risk, caused by the shift from defined benefit to defined contribution plans.

$29.00
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors - Amber Woodland, Esq.

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors - Amber Woodland, Esq.

2 hrs CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

The average cost of nursing home care can quickly reduce your clients’ net worth. Understand the asset preservation strategies that are available to your clients.

$29.00
Enough About the Assets Already! - Michael Falk

Enough About the Assets Already! - Michael Falk

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

The financial industry continues to “pump out” more investment products and solutions for your clients and employees to use to build assets for retirement.

$29.00
Estimating the True Cost of Retirement - David Blanchett

Estimating the True Cost of Retirement - David Blanchett

1.5 hrs CFP®, CRC®, PACE CE

Retirement professionals need to have a framework for understanding and projecting retirement costs for each client, and a process for better estimating the true cost of retirement.

$29.00
Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra

Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra

1 hr CFP®, CRC®, PACE CE

There are many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP).

$29.00
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan

1 hr CFP®, CRC®, PACE CE

Acquire insight into how to present complex retirement income and other solutions to Boomers and older clients with a focus on techniques that increase their comprehension.

$29.00
Fitting Home Equity into a Retirement Income Strategy - Wade Pfau

Fitting Home Equity into a Retirement Income Strategy - Wade Pfau

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

How can reverse mortgages be used to better secure retirement? Learn how to think about reverse mortgages as a form of insurance to protect against market losses.

$29.00
Grey Divorce and Retirement - Andrew Samalin

Grey Divorce and Retirement - Andrew Samalin

1.5 hrs CFP®, CRC®, PACE CE

Learn more about the role of different types of marital and retirement assets for each spouse in divorce planning, how to keep options open for liquidity, and considerations for structuring retirement income.

$29.00
Housing for Retirees: Buy, Sell or Hold? - Michael Falk

Housing for Retirees: Buy, Sell or Hold? - Michael Falk

1 hr CFP®, CRC®, PACE CE

We know your home is where your heart is, but we also know that’s one very big, illiquid asset (and liability too) with no yield in your portfolio.

$29.00
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

1 hr CFP®, CRC®, PACE CE

Gain insight into the most common financial shocks experienced by those who have been retired for at least 15 years, and how they handled those financial shocks.

$29.00
InFRE Ethics I Elearning

InFRE Ethics I Elearning

2 hrs CRC® CE
This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.
$29.00
InFRE Ethics II - Knowing and Doing with Mary Willett

InFRE Ethics II - Knowing and Doing with Mary Willett

2 hrs CRC® CE
This advanced ethics course provides practical examples that help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma.
$29.00
InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 1st Qtr 2015 free quarterly newsletter has articles by leading retirement experts Seibert, Timmermann, Falk and Nelson.
$0.00
InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 2nd Qtr 2015 free quarterly newsletter has articles by leading retirement experts Blanchett, McPherson, Nelson, Fornia, and Rhee.
$0.00
InFRE's 2015 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 3rd Qtr 2015 free quarterly newsletter has articles by leading retirement experts Mastrogiovanni, Kessler, Baker, Cloke, and Appleby.
$0.00
InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 4th Qtr 2015 free quarterly newsletter has articles by leading retirement experts Bischoff, Macqueen, and Sullivan.
$0.00
InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
$0.00
InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- 2016 2nd Qtr free newsletter features Greenwald on Middle Income Retirement, Timmermann on the Aging Brain, and Habib on Retirement Income Sustainability
$0.00
InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
$0.00
InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The January 2017 free quarterly newsletter features articles on Women and Retirement, Optimal Retirement Income Solutions in DC Plans, and an excerpt GAO Report on 401(K) Plans.
$0.00
InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The April 2017 free quarterly newsletter features articles on Three Steps to Helping Clients Manage Health Costs, How to Use Reverse Mortgages, and Change in Household Spending.
$0.00
InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2017 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The July 2017 free quarterly newsletter features articles on Elder Law Basics, HSAs, and Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
$0.00
InFRE's 2017 3nd Qtr Issue of Retirement Insight and Trends

InFRE's 2017 3nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The October 2017 free quarterly newsletter features articles on Elder Law Basics, Social Security, and How to Increase Income and Growth
$0.00
Introduction to Managing Retirement Income - Kevin Seibert

Introduction to Managing Retirement Income - Kevin Seibert

1 hr CFP®, CRC®, PACE CE

Help your clients manage their retirement risks and better meet their retirement income needs whether they be for more income, consistency of income, access to wealth, or legacy desires.

$29.00
Investing in Bonds in a Rising Rate Environment - Greg Prost

Investing in Bonds in a Rising Rate Environment - Greg Prost

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

What can clients and plan participants who are within 10 years of retirement do to better protect the value of their savings as we enter a new era for interest rates & bonds?

$29.00
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael Falk

1 hr CFP®, CRC®, PACE CE

Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies.

$29.00
Maximizing Your Clients’ Social Security - Matthew Allen

Maximizing Your Clients’ Social Security - Matthew Allen

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions.

$29.00
Misperceptions and Management of Retirement Risks - Carol Bogosian

Misperceptions and Management of Retirement Risks - Carol Bogosian

1 hr CFP®, CFP®, PACE CE

Gain insight into how to help employees and clients better understand, prepare for and manage their retirement risks based on fifteen years of research conducted by the Society of Actuaries.

$29.00
Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon

Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon

1 hr CFP®, CRC®, PACE CE

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings.

$29.00
No Portfolio Is An Island - David Blanchett

No Portfolio Is An Island - David Blanchett

1 hr CFP®, CRC®, PACE CE

Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets.

$29.00
Not Your Mother's Retirement: Secrets for Today's Women to Live Fully During the Best Years of Life

Not Your Mother's Retirement: Secrets for Today's Women to Live Fully During the Best Years of Life

Listen Up! A successful retirement doesn't happens all by itself - but it can occur if you plan wisely for it can occur if you plan wisely for it
$16.95
Nudge: Improving Decisions About Health, Wealth, and Happiness

Nudge: Improving Decisions About Health, Wealth, and Happiness

A guide that uses colorful examples from all aspects of life demonstrates how it is possible to design environments that make it more likely for us to act in our own interests.
$17.00
Off With Your (Rule of) Thumbs! - Michael Falk

Off With Your (Rule of) Thumbs! - Michael Falk

1 hr CFP®, CRC®, PACE CE

Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, "immunize before we optimize".

$29.00
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

1.5 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers.

$29.00
Pension Design and Structure: New Lessons from Behavioral Finance

Pension Design and Structure: New Lessons from Behavioral Finance

Employees are being given more and more decisions to make with regards to their pension and healthcare plans.
$125.00
Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

How can you help your clients determine an optimal product mix that incorporates maximizing either a sustainable lifetime income, planned financial legacy, or a mix?

$29.00
Presentation Tips and How-To's - Joseph Tabers

Presentation Tips and How-To's - Joseph Tabers

1.5 hrs CRC® CE

The need for the informative and dynamic delivery of information is an integral part of the new business model needed by advisors and retirement counselors to service the mid-market.

$29.00
Principles of Effective One-to-One Communication - Joseph Tabers

Principles of Effective One-to-One Communication - Joseph Tabers

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain ideas for how to improve mutual understanding through improved retirement communication skills.

$29.00
Protecting Your Clients from Financial Elder Fraud - David Kessler

Protecting Your Clients from Financial Elder Fraud - David Kessler

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Financial crimes against the elderly are highly under-reported throughout the United States.

$29.00
Retirement as a Time to Reinvent, Rewire and Renew - Diane Savage

Retirement as a Time to Reinvent, Rewire and Renew - Diane Savage

1.0 hr CFP®, PACE; 1.5 hrs CRC® CE

Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.

$29.00
Retirement Happiness: Planning for a Successful Transition - John Nelson

Retirement Happiness: Planning for a Successful Transition - John Nelson

1.5 hrs CFP®, CRC®, PACE CE

Gain insight into how financial security doesn't automatically create happiness in retirement.

$29.00
Retirement Income Redesigned: Master Plans for Distribution: An Adviser's Guide For Funding Boomer's Best Years

Retirement Income Redesigned: Master Plans for Distribution: An Adviser's Guide For Funding Boomer's Best Years

Evensky and Katz, two of the nation's best-known financial planners, asked leading experts to give advisers a toolkit and roadmap to the new landscape.
$73.95
Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

1 hr CFP®, CRC®, PACE CE

Often everything seems ‘normal’ until something unthinkable and highly improbable happens. What if you could identify the clients and their portfolios that are exposed to extreme downside risk?

$29.00
Reverse Mortgage Strategies for the Middle Market - Shelley Giordano

Reverse Mortgage Strategies for the Middle Market - Shelley Giordano

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL 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; savings is 4th).

$29.00
Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans

Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans

One of the world’s top experts in behavioral finance offers innovative strategies for improving 401(k) plans.
$55.00
Social Security 2012: The Inside Story

Social Security 2012: The Inside Story

Social Security and Medicare form the bedrock of your future financial security. You paid for them—now learn how they work for you!
$21.95
Social Security Strategies:  How to Optimize Retirement Benefits Print

Social Security Strategies: How to Optimize Retirement Benefits Print

Written primarily for financial professionals, this book will help you construct smart Social Security claiming strategies that enhance lifetime income and minimize the risk of running out of savings in retirement.
$22.50
Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions- John Salter

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions- John Salter

1 hr CFP®, CRC®, PACE CE

Gain insight on how a reverse mortgage home equity line of credit can be used to increase the longevity of a retiree's investment portfolio and increase the chances of their savings lasting their lifetime.

$29.00
Tax-Efficient Draw Downs in Retirement - Stephen Horan

Tax-Efficient Draw Downs in Retirement - Stephen Horan

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes.

$29.00
The Coming Generational Storm: What You Need To Know About America's Economic Future

The Coming Generational Storm: What You Need To Know About America's Economic Future

This book shows how to avoid a fiscal crisis in the next generation—and how to protect yourself if the government acts too late.
$19.95
The Concept of Retirement Readiness - John Nelson

The Concept of Retirement Readiness - John Nelson

1.5 hrs CRC® CE

With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?

$29.00
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

1 hr CFP®, CRC®, PACE CE

It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.

$29.00
The DOL Fiduciary Rule and Your Duty of Care - Blaine Aikin

The DOL Fiduciary Rule and Your Duty of Care - Blaine Aikin

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

The Department of Labor’s Fiduciary Rule is here and it is transforming the marketplace for advice.

$29.00
The Economic Implications Of Aging Societies: The Costs of Living Happily Ever After

The Economic Implications Of Aging Societies: The Costs of Living Happily Ever After

This book documents challenging consequences aging societies face: fewer workers, stretched pensions, questionable economic sustainability.
$49.00
The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain insight into how an income floor strategy can use fewer assets for income and free up more assets for growth, liquidity, and legacy.

$29.00
The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

What can be done to protect their retirement security. the personal financial and retirement consequences experienced by caregivers who provide unpaid care to family members?

$29.00
The Retirement Maze:  What You Should Know Before and After You Retire

The Retirement Maze: What You Should Know Before and After You Retire

This book looks at retirement beginning before it starts and considers not just the positive rewards of this stage of life but also the attendant emotions, difficulties, and obstacles retirees must face, no matter their age when they retire.
$19.95
The Role of Annuity Markets in Financing Retirement

The Role of Annuity Markets in Financing Retirement

Annuity insurance products help protect retirees against outliving their incomes.
$35.00
The Silver Tsunami and Long-Term Care: Ride the Wave or Get Swept Away - Nyal Bischoff

The Silver Tsunami and Long-Term Care: Ride the Wave or Get Swept Away - Nyal Bischoff

1 hr CFP®, CRC®, PACE CE

There have been sweeping changes in the Extended Care Industry in the last few years. An extended care event occurs that can possibly dismantle even the most well-constructed estate plan.

$29.00
The Stage is Set for Serving the Mid-Market - Betty Meredith

The Stage is Set for Serving the Mid-Market - Betty Meredith

1 hr CFP®, CRC®, PACE CE

Gain a better understanding and awareness of the needs, research insights, planning approaches, retirement products, federal regulations that set the stage for serving the needs of this market.

$29.00
Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes

Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Most senior adults prefer to stay in their home as long as possible - after all, home is where the heart is.

$29.00
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain ideas for helping clients take their traditional IRA required Minimum Distributions (RMDs) on time - and avoid penalties.

$29.00
Understanding Communication Styles - Joseph Tabers

Understanding Communication Styles - Joseph Tabers

1.0 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL; 1.5 hrs CRC® CE -- Learn how to enable participants to better identify and adapt to the variety of client styles encountered in one-on-one or group counseling sessions.

$29.00
Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund

Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund

1.5 hrs CFP®, CRC®, PACE CE

Since most employer-sponsored disability coverage only covers a portion of what a person needs if they become disabled, how can clients protect retirement security from the risk of experiencing a disability?

$29.00
What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

1 hr CFP®, CRC®, PACE CE

Learn planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and how QLAC ruling provides additional opportunities to benefit retirees.

$29.00
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain insights and ideas on how to enlist an employees' or clients' whole person into planning for their retirement well-being.

$29.00
What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann

What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann

1 hr CFP®, CRC®, PACE CE

 

Boomers are redefining aging in retirement and heralding in new community movements, technology and services.

$29.00
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge - Brad Breeding

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge - Brad Breeding

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Most senior adults prefer to stay in their home as long as possible - after all, home is where the heart is.

$29.00
Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

2.0 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.

$29.00
Year-end Planning and Compliance Requirements for IRAs - Denise Appleby

Year-end Planning and Compliance Requirements for IRAs - Denise Appleby

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Gain new insights and important reminders about how to help clients, employees, family and friends protect their retirement savings from avoidable penalties.

$29.00
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