Licensable courses

We know retirement education and training.


It began over 20 years ago when we made our livings delivering presentations for plan participants. Over the years people saw and liked what we did. They asked us to create education programs for them, and train their 401(k), 457, defined benefit plan educators.


Then we were asked to create programs and train whoesalers, financial advisors and other retirement professionals.


Then we were asked to license our materials so large retirement organizations, such as banks, financial services companies, or large state defined benefit plans, could make our retirement materials part of their training and new hire programs.


Course licenses include expert train the trainer programs to help your training personnel quickly making effective presentations, providing you the highest payoff per dollar invested.


The InFRE® Retirement Resource Center: Education and training solutions for retirement professionals.

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Client "Managing Your Retirement Income" and Professional Guide to Managing Retirement Income Combination

Client "Managing Your Retirement Income" and Professional Guide to Managing Retirement Income Combination

Best value package per presenter: Includes the Basic Investment Package above, plus the Professional's Guide to Managing Retirement Income
$1,025.00
Client "Managing Your Retirement Income" Educational Marketing Workshop

Client "Managing Your Retirement Income" Educational Marketing Workshop

Increase your clients’ and prospects’ confidence in, trust of, and respect for your services by providing objective, application-oriented education for making informed retirement income decisions.
$995.00
CRC® Live Review Course Slide Library

CRC® Live Review Course Slide Library

This 2.5 day course slide library containsover 500 slides....perfect for training new hires and increasing the skills of existing financial professionals.
$15,000.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" live workshop license

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" live workshop license

Designed for the employer market, you'll teach the basic financial management skills employees need to productively and confidently reach their financial and values-based goals, reduce debt and dig up dollars for retirement.
$795.00
Employee "What You Need to Know About Managing Your Retirement Income" Live Workshop License

Employee "What You Need to Know About Managing Your Retirement Income" Live Workshop License

Designed for the employer market, you'll teach participants what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$795.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 25 pak

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 25 pak

Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
$225.00
Introduction to Managing Retirement Income Workshop License

Introduction to Managing Retirement Income Workshop License

Need to hit the ground running to train hundreds of advisors/support staff on managing retirement income? Originally designed for wholesalers that need to provide practical CE to advisors. Includes train the trainer; requires annual renewal (~30%).
$10,000.00
Public Employer "Controlling Your Financial Future" Elearning Unlimited Use License

Public Employer "Controlling Your Financial Future" Elearning Unlimited Use License

Designed for early/mid-career public employees with DB & DC plans, you'll teach the basic financial management skills they need to productively and confidently reach financial and values-based goals, reduce debt and dig up dollars for retirement.
$7,500.00
Public Employer "Controlling Your Financial Future" Multi-presenter Live Workshop License

Public Employer "Controlling Your Financial Future" Multi-presenter Live Workshop License

Designed for early/mid-career public employees with DB & DC plans, you'll teach the basic financial management skills they need to productively and confidently reach financial and values-based goals, reduce debt and dig up dollars for retirement.
$7,500.00
Public Employer "What You Need to Know About Managing Your Retirement Income" Elearning Unlimited Use License

Public Employer "What You Need to Know About Managing Your Retirement Income" Elearning Unlimited Use License

Designed for the public sector employer market, you'll teach members what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$7,500.00
Public Employer "What You Need to Know About Managing Your Retirement Income" Multi-presenter Live Workshop License

Public Employer "What You Need to Know About Managing Your Retirement Income" Multi-presenter Live Workshop License

Most employer-sponsored plans are not intended to be an employee’s sole source of retirement income. This course helps employees make informed decisions about when to retire, and how to plan for and manage their retirement income and risks.
$7,500.00
Retirement Income Fundamentals Training Course

Retirement Income Fundamentals Training Course

If a certification isn't what you need, and training is, check out the Certificate in Fundamentals of Retirement Incomes course. This one day training course is perfect for home office or support staff.
$7,500.00
Retirement Investments Fundamentals Training Course

Retirement Investments Fundamentals Training Course

If a certification isn't what you need, but training is, check out the Certificate in Fundamentals of Retirement Investments course. This one day training course is perfect for home office or support staff.
$7,500.00
Retirement Plan Administrator Live Review Slide Library

Retirement Plan Administrator Live Review Slide Library

This slide library contains over 500 slides....perfect for training new hires, new trustees and board members of 457, 401(a), 403(b) or public sector defined benefit plans.
$15,000.00
Retirement Plan Design Fundamentals Training Course

Retirement Plan Design Fundamentals Training Course

If a certification isn't what you need, but training is, check out the Certificate in Fundamentals of Retirement Plan Design course. This one day training course is perfect for home office or support staff.
$7,500.00
Retirement Planning Fundamentals Training Course

Retirement Planning Fundamentals Training Course

If a certification isn't what you need, but training is, check out the Certificate in Fundamentals of Retirement Planning course. This one day training course is perfect for home office or support staff.
$7,500.00
Strategies for Managing Retirement Income (4 hour) Workshop License

Strategies for Managing Retirement Income (4 hour) Workshop License

Experienced by over 15,000 advisors since 2004, our flagship program teaches a six-step holistic approach for retirement distribution planning. Purchase the 4 hour licensing option for in-house course delivery.
$15,000.00
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