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09/21/2017 The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke - LIVE WEBINAR

09/21/2017 The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke - LIVE WEBINAR

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

Understanding what retirees want and what keeps them up at night are major elements for financial professionals to resolve and solve for their pre-and-post retiree clients.

$39.00
10/10/2017 The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell - Rebroadcast

10/10/2017 The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell - Rebroadcast

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?

$39.00
10/19/2017 The DOL Fiduciary Rule and Your Duty of Care - Blaine Aikin - LIVE WEBINAR

10/19/2017 The DOL Fiduciary Rule and Your Duty of Care - Blaine Aikin - LIVE WEBINAR

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.

$39.00
11/14/2017 Year-end Planning and Compliance Requirements for IRAs - Denise Appleby - Rebroadcast

11/14/2017 Year-end Planning and Compliance Requirements for IRAs - Denise Appleby - Rebroadcast

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.

$39.00
11/15/2017 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties - Denise Appleby - LIVE WEBINAR

11/15/2017 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties - Denise Appleby - LIVE WEBINAR

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.

$39.00
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.

$39.00
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.

$39.00
$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member: Unlimited access to Live Webinars, elearning courses, audio downloads, with CFP®, CRC®, ASPPA, and PACE CE credit available.
$199.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
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.

$39.00
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.

$39.00
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.

$39.00
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.

$39.00
Annuities for Dummies

Annuities for Dummies

Why look into annuities? If you’re a Baby Boomer with little or no pension and most of your money in low-interest savings accounts, an annuity may be the key to a secure and comfortable retirement.
$21.99
Appleby's IRA Quick Reference Guides and Frequently Asked Questions Booklet

Appleby's IRA Quick Reference Guides and Frequently Asked Questions Booklet

This spiral bound booklet will give you Denise Appleby's IRA Quick Reference Guides. Price includes shipping and handling fee.
$75.00
Appleby's IRA Quick Reference Print Guide Bundle/8 - You save $50 with the set!

Appleby's IRA Quick Reference Print Guide Bundle/8 - You save $50 with the set!

This bundled set includes all eight of Denise Appleby's four-page laminated IRA Quick Reference summary guides. Save $50 when you purchase this set of 8, including FREE shipping and handling.
$180.00 $130.00
Appleby's IRA Quick Reference Print Guide - Early Distribution Penalty Exception

Appleby's IRA Quick Reference Print Guide - Early Distribution Penalty Exception

This four page laminated summary guide will give you a list of the exceptions to the 10% early distribution penalty. Includes tables and questions & answers. Price includes $2.50 shipping and handling fee.
$22.50
Appleby's IRA Quick Reference Print Guide - IRA Beneficiary Options

Appleby's IRA Quick Reference Print Guide - IRA Beneficiary Options

This four page laminated summary guide will help you determine distribution options for an inherited retirement account. Includes tables and questions & answers. Price includes $2.50 shipping and handling fee.
$22.50
Appleby's IRA Quick Reference Print Guide - IRA Portability Quick Reference

Appleby's IRA Quick Reference Print Guide - IRA Portability Quick Reference

This four page laminated summary guide will explain which types of retirement accounts can be transferred or rolled over into your IRA. Includes tables and questions & answers. Price includes $2.50 shipping and handling fee.
$22.50
Appleby's IRA Quick Reference Print Guide - Required Minimum Distributions

Appleby's IRA Quick Reference Print Guide - Required Minimum Distributions

This four page laminated summary guide will provide you an explanation of the required minimum distribution rules that apply to IRAs . Includes tables and questions & answers. Price includes $2.50 shipping and handling fee.
$22.50
Appleby's IRA Quick Reference Print Guide - Roth Funding Options

Appleby's IRA Quick Reference Print Guide - Roth Funding Options

This four page laminated summary guide will explain the various ways in which a Roth IRA can be funded, and the general rules that apply. Includes tables and questions & answers. Price includes $2.50 shipping and handling fee.
$22.50
Appleby's IRA Quick Reference Print Guide - Roth IRA Distribution

Appleby's IRA Quick Reference Print Guide - Roth IRA Distribution

This four page laminated summary guide will explain how to determine if your Roth IRA distribution is subject to federal income tax and/or the 10 percent early distribution penalty. Price includes $2.50 shipping and handling fee.
$22.50
Appleby's IRA Quick Reference Print Guide - Roth IRA vs. Traditional IRA

Appleby's IRA Quick Reference Print Guide - Roth IRA vs. Traditional IRA

This four page laminated summary guide will help you determine if you are eligible for a Roth IRA contribution. Includes tables and questions & answers. Price includes $2.50 shipping and handling fee.
$22.50
Appleby's IRA Quick Reference Print Guide - Traditional IRA Deductibility

Appleby's IRA Quick Reference Print Guide - Traditional IRA Deductibility

This four page laminated summary guide will help you determine the eligibility for deducting contributions to a Traditional IRA. Includes tables and questions & answers. Price includes $2.50 shipping and handling fee.
$22.50
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?

$39.00
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.

$39.00
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.

$39.00
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.

$39.00
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.

$39.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You'll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more.
$29.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$9.95
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow - Print - Betty Meredith

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow - Print - Betty Meredith

If you're in your early- to mid-career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$12.95
CRC® Exam Live Review Preparation Course

CRC® Exam Live Review Preparation Course

This 2.5 day live review course culminates with a proctored exam on the afternoon of the third day. Perfect for groups of 10 or more professionals as a final review for the CRC® exam.
$12,000.00
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.

$39.00
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.

$39.00
Employee Combination Package of  "Controlling Your Financial Future"  and "What You Need to Know About Managing Your Retirement Income"  Live Workshop Single User License

Employee Combination Package of "Controlling Your Financial Future" and "What You Need to Know About Managing Your Retirement Income" Live Workshop Single User License

Together, these courses cover the basic financial planning skills needed by employees in early, mid and late career stages, and help future retirees plan how to receive distributions from their qualified plans and IRAs.
$1,475.00
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.
$995.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Renew your Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop annual license!
$225.00
Employee "Controlling Your Financial Future" Workshop Workbooks - 20 pak

Employee "Controlling Your Financial Future" Workshop Workbooks - 20 pak

Have you already licensed the Controlling Your Financial Future Workshop and need more workbooks? Packaged sets of 20 are available. You save when you buy more than one!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Single User Live Workshop License

Employee "What You Need to Know About Managing Your Retirement Income" Single User 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.
$995.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

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

Renew your Employee "What You Need to Know About Managing Your Retirement Income" Workshop annual license!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 20 pak

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 20 pak

Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 20 are available. You save when you buy more than one!
$225.00
Encore: Finding Work That Matters in the Second Half of Life

Encore: Finding Work That Matters in the Second Half of Life

Describes how baby boomers are viewing retirement age as a means to pursue new and meaningful careers.
$14.95
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.

$39.00
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.

$39.00
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).

$39.00
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.

$39.00
Finding the Right Financial and Legal Advisors for You - Print - Betty Meredith

Finding the Right Financial and Legal Advisors for You - Print - Betty Meredith

This valuable, 100-page tool provides worksheets and scripts to help you ask the right questions using a step-by-step process for choosing qualified financial and legal advisors with greater confidence, knowledge and peace of mind.
$10.95
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.

$39.00
Free Demo - Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow

Free Demo - Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$0.00
FREE Demo Finding the Right Financial and Legal Advisors for You

FREE Demo Finding the Right Financial and Legal Advisors for You

This valuable, 100-page tool helps you ask the right questions, find the right advisor and reveals a step-by-step program to make your decision-making and selection worry-free.
$0.00
FREE Demo Introduction to Managing Retirement Income for Professionals Ebook

FREE Demo Introduction to Managing Retirement Income for Professionals Ebook

How is planning for retirement income different than it was in the past? What do pre-retirees need to be aware of before they retire from their job, take Social Security or their pension? Learn of the key challenges facing retirees today.
$0.00
Fundamentals of Retirement Plan Administration Series

Fundamentals of Retirement Plan Administration Series

Those who administer public sector retirement plans now face increased personal responsibility and scrutiny for the administration of their plans.
$7,500.00
Fundamentals of Retirement Readiness and Counseling Live One-Day Training Course by IRRC

Fundamentals of Retirement Readiness and Counseling Live One-Day Training Course by IRRC

If you need group professional development training, consider this Certificate in Fundamentals of Retirement Readiness and Counseling course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
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.

$39.00
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.

$39.00
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.

$39.00
How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor

How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor

What sets this retirement book apart from all the others is its holistic approach to the fears, hopes, and dreams that retirees have about their retirement years.
$16.95
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 Retirement Career Guide

InFRE Retirement Career Guide

The Bureau of Labor Statistics projects a shortfall in the number of qualified financial professionals needed to meet the retirement and income planning needs of the 78 million Baby Boomers retiring over the next 20 years.
$0.00
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
Introduction to Managing Retirement Income for Professionals - PDF Ebook - Seibert

Introduction to Managing Retirement Income for Professionals - PDF Ebook - Seibert

2.5 hrs CRC® CE
How is planning for retirement income different than it was in the past? Learn of the key challenges facing retirees today.
$79.00
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.

$39.00
Introduction to Managing Retirement Income Live Workshop

Introduction to Managing Retirement Income Live Workshop

This 1 hour overview shows retirement professionals how distribution planning differs from accumulation planning because of the challenges and risks of managing income over a period of uncertain length and expense.
$4,500.00
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 or new hires on an approach to managing retirement income? Includes one day train the trainer; requires annual renewal (~30%).
$10,000.00
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?

$39.00
IRAs, 401(K)s & Other Retirement Plans: Taking Your Money Out

IRAs, 401(K)s & Other Retirement Plans: Taking Your Money Out

Take cash out of your retirement plan while avoiding taxes and penalties.
$34.99
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.

$39.00
Live One-Day Training Course - CRC® #1 Fundamentals of Retirement Planning

Live One-Day Training Course - CRC® #1 Fundamentals of Retirement Planning

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Planning course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
Live One-Day Training Course - CRC® #2 Fundamentals of Retirement Investments

Live One-Day Training Course - CRC® #2 Fundamentals of Retirement Investments

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Investments course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
Live One-Day Training Course - CRC® #3 Fundamentals of Retirement Plan Design

Live One-Day Training Course - CRC® #3 Fundamentals of Retirement Plan Design

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Plan Design course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
Live One-Day Training Course - CRC® #4 Fundamentals of Retirement Income

Live One-Day Training Course - CRC® #4 Fundamentals of Retirement Income

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Income course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad

Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad

Today, what many people fear most is losing their investable assets and having to modify their current lifestyle, replenish retirement savings, or postpone retirement.
$16.95
Maximize Your Medicare (2014 Edition): Understanding Medicare, Protecting Your Health, and Minimizing Costs

Maximize Your Medicare (2014 Edition): Understanding Medicare, Protecting Your Health, and Minimizing Costs

Real information and advice you can USE in plain-spoken English with NEW, UPDATED 2014 Premiums, and cost-sharing details. Important PPACA implications for certain Medicare beneficiaries.
$12.99
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.

$39.00
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.

$39.00
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.

$39.00
Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck - Steve Vernon - Print Book

Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck - Steve Vernon - Print Book

Money for Life addresses the concerns of a wide range of people who are planning their retirement and hoping to create a retirement income from their retirement savings.
$15.95
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.

$39.00
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".

$39.00
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.

$39.00
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
Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life - Milesky & Macqueen

Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life - Milesky & Macqueen

Pensionize Your Nest Egg describes how adding the new approach of "product allocation" to the tried-and-true asset allocation approach can help protect you from the risk of outliving your savings, while maximizing your income in retirement.
$26.95
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?

$39.00
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.

$39.00
Prime Time: How Baby Boomers Will Revolutionize Retirement and Transform America

Prime Time: How Baby Boomers Will Revolutionize Retirement and Transform America

Recounts the history of retirement in the United States and profiles many older adults who are making the most of their lives.
$14.95
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.

$39.00
Professional Development - Premier Membership

Professional Development - Premier Membership

Maximize member benefits with full access to Live Webinars, elearning courses, audio downloads and CFP® CE reporting all included in one low annual fee. You go to the head of the class as a Premier Member with first notification of live events!
$299.00
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.

$39.00
Public Employer "Controlling Your Financial Future" Elearning Limited Use License

Public Employer "Controlling Your Financial Future" Elearning Limited 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.
$15,000.00
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.
$15,000.00
Public Employer "Train the Trainer" Two-day Interactive Workshop

Public Employer "Train the Trainer" Two-day Interactive Workshop

This two day skill-building course is for up to 10 people for any of our live employee workshop licenses.
$12,000.00
Public Employer "What You Need to Know About Managing Your Retirement Income" Elearning Limited Use License

Public Employer "What You Need to Know About Managing Your Retirement Income" Elearning Limited 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.
$15,000.00
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.
$15,000.00
Public Retirement Plan Administration Course 1 - Fundamentals of Plan Design Live Training Course

Public Retirement Plan Administration Course 1 - Fundamentals of Plan Design Live Training Course

This course covers the history and legislative overview of retirement plans and explains features and requirements of all types of defined benefit and defined contribution retirement plans.
$7,500.00
Public Retirement Plan Administration Course 2 - Fundamentals of Investing Live Training Course

Public Retirement Plan Administration Course 2 - Fundamentals of Investing Live Training Course

Fundamentals of Investing covers trustee-directed and participant-directed investments within retirement plans and explains portfolio management theories, investment policy statements, risk and return.
$7,500.00
Public Retirement Plan Administration Course 3 - Fundamentals of Plan Operations Live Training Course

Public Retirement Plan Administration Course 3 - Fundamentals of Plan Operations Live Training Course

This course details plan administration and the role of an administrator, of distributions and special events, and evaluating and monitoring retirement plans.
$7,500.00
Public Retirement Plan Administration Course 4 - Fundamentals of Compliance and Ethics Live Training Course

Public Retirement Plan Administration Course 4 - Fundamentals of Compliance and Ethics Live Training Course

The fourth course in the Retirement Plan Administrator series provides an overview of government regulations and ethics for plan administrators.
$7,500.00
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.

$39.00
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.

$39.00
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?

$39.00
Retirement Presentation Skills Training Workshop

Retirement Presentation Skills Training Workshop

Presenters are challenged today to make their points clearly, concisely and effectively with a confident and interactive delivery style. This two-day, hands-on, course for up to 12 people includes videotaped and critiqued practice presentations.
$10,000.00
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).

$39.00
Risk Less and Prosper: Your Guide to Safer Investing

Risk Less and Prosper: Your Guide to Safer Investing

A practical guide to getting personal investing right.
$27.95
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 for Dummies

Social Security for Dummies

The easy way to get a handle on Social Security.
$19.99
Social Security Income Planning: The Baby Boomer's Guide to Maximize Your Retirement Benefits

Social Security Income Planning: The Baby Boomer's Guide to Maximize Your Retirement Benefits

UPDATED for 2014. This is perhaps the most encompassing, yet easy-to-understand book on the vital and timely topic of Social Security retirement income planning.
$9.99
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.

$39.00
Stay Rich for Life: Growing & Protecting Your Money in Turbulent Times

Stay Rich for Life: Growing & Protecting Your Money in Turbulent Times

The Stay Rich for Life! Workbook provides all of the tools to start applying Ed Slott’s essential strategies to creating great personal wealth.
$14.00
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.

$39.00
Technical Financial Presentation Skills Self-Study Kit - Joseph Tabers

Technical Financial Presentation Skills Self-Study Kit - Joseph Tabers

Learn how to turn boring presentations into presentations that connect with your listeners. Stop dreading presentations and start sharing your value!
$149.00
The AARP Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad

The AARP Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad

Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever.
$14.95
The Big Retirement Risk: Running Out of Money Before You Run Out of Time

The Big Retirement Risk: Running Out of Money Before You Run Out of Time

This is a guidebook packed with the best strategies to manage wealth in retirement, helping readers live the life they have always envisioned - without risk of running out of money.
$21.95
The Big Shift: Navigating the New Stage Beyond Midlife

The Big Shift: Navigating the New Stage Beyond Midlife

“An invaluable and inspiring read” says the Wall Street Journal offering a new perspective to people entering their 50s, 60s, and 70s asking the question: What’s next?
$14.99
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?

$39.00
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.

$39.00
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 Joy of Not Working: A Book for the Retired, Unemployed and Overworked

The Joy of Not Working: A Book for the Retired, Unemployed and Overworked

This book is all about learning to live every part of your life-employment, unemployment, retirement, and leisure time alike-to the fullest.
$16.99
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 Retirement Savings Time Bomb...And How to Defuse It: A Five-step Action Plan for Protecting Your IRAs, 401(K)s, and Other Retirement Plans from Near Annihilation by the Taxman
$17.00
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.

$39.00
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.

$39.00
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.

$39.00
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.

$39.00
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.

$39.00
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?

$39.00
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.

$39.00
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.

$39.00
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.

$39.00
“What You Need to Know About Managing Your Retirement Income” consumer/employee elearning course

“What You Need to Know About Managing Your Retirement Income” consumer/employee elearning course

“When and how should I take income from my employer-sponsored and IRA retirement savings? When should I take Social Security? How do I protect against outliving my money?”
$29.00
"What You Need to Know About Managing Your Retirement Income" MP3

"What You Need to Know About Managing Your Retirement Income" MP3

“When and how should I take income from my employer-sponsored and IRA retirement savings? When should I take Social Security? How do I protect against outliving my money?”
$9.95
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.

$39.00
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