Retirement readiness is becoming a prominent issue as the oldest Baby Boomers reach retirement age and redefine what it means “to retire.”
After years in the workforce, many hope to achieve a state of “well-being” and see retirement as a time when they can personally thrive. For others, the goal might simply be to make sure their money lasts as long as needed. As a retirement counselor, you need to be able to help clients, employees or even family members at retirement make informed retirement planning decisions in a way that maximizes both the financial and non-financial resources available to them—regardless of their financial situation.
It is important for retirement professionals to understand that effective retirement counseling consists of an inter-disciplinary approach across fields associated with money, health and happiness to increase a retiree’s preparedness for realizing retirement security and satisfaction. You can increase your Retirement Readiness expertise with these courses today.
All of our courses were created by retirement industry leaders to help keep advisors, retirement administrators, call center professionals, and trustees up-to-date on trending retirement subjects.
Courses are initially delivered as monthly live webinars, when you have the opportunity to ask the expert questions on the material, and receive credit with no additional exam required for live webinar attendees, the best way to earn CE all year long.
Shortly after the live broadcast, all webinars then become available as elearning, audio (MP3 download) and handout courses, to make it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life.
Courses are each worth 1-2 CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit. A printable certificate is available certifying that you successfully earned CE credit after you take elearning and/or audio courses and pass the online quiz.
Become a Member to have full access to 50+ CE credit courses,
including many of those below, in these retirement-specific
topics, presented by leading industry experts:
$99 - 90 Days Full Access or $199 - 365 Days Annual Premier.
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(1.0 hr CFP®, CRC®, PACE, ASPPA CE)This presentation has been delivered at CFA Societies and other national conferences all over the world, and is one you don't want to miss! Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies.
(1.0 hr CFP®, CRC®, PACE, ASPPA CE)When people do "life planning," it helps them do a better job of retirement planning. Learn how to engage your audience using a broader approach. Some workers seek out retirement planning information -- while others avoid it. They all hope to have a good life in retirement, yet approach it differently.How can you help people become more fully engaged? How can you prompt them to design their next stage of life -- even if they've been putting it off?
(1.5 hrs CFP®, CRC®, PACE, ASPPA CE)Retirement planning and education programs provide tools and checklists for a successful financial transition. But financial security doesn't automatically create happiness in retirement. Emerging research shows what actually leads to happiness -- and it's not obvious. This session shares practical tools and checklists for planning a happy retirement.