50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Risk Management

Risk Management

Increase your Retirement Risk Management expertise with these courses created and presented by leading retirement industry experts while you fulfill your CE requirements. Individual courses are $39 each.

 

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.

CLU®, ChFC®, RICP®, CASL and other CE courses ASPPA CE courses CRC® CE courses CFP® CE courses 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.

 

Click here or scroll down to view Risk Management courses.

 

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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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View summaries of ALL courses BY TOPIC or ALPHABETICALLY.

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CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE by topic - Retirement Income Management CFP® Member Courses - Retirement Planning CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE by topic - Retirement Readiness CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Social Security CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Retirement Counseling & Education CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE - Women and Retirement
 
 

Risk Management CE CoursesRisk Management

 

 

Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business.  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

Mathew Greenwald, PhD, President of Greenwald & Associates, and Cindy Levering, EA

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

The Society of Actuaries recently conducted 12 focus groups with people who have been retired for at least 15 years to gain insights on which, if any, financial shocks they experienced and how they handled those financial shocks. This work was supplemented by 15 interviews with spouses and grown children of older people who have needed long term care, to get a sense of the impact of their experiences. In addition, the Society of Actuaries also recently completed its eighth biennial survey of people ages 40 – 80 about their understanding of retirement risks and how they plan for those risks in this era of increased personal responsibility.

 

Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business. 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, EdD, Successful Aging in Retirement Expert

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

As our clients age, some of them will develop diseases such as Alzheimer's or other dementias. Those who are cognitively impaired may put their own retirement security at risk, at the same time, can cause ethical and practical dilemmas for their financial advisors. This webinar will help advisors better understand how the aging brain works, how to differentiate between normal memory loss and dementia, how to detect financial elder abuse and what steps should be taken if a client’s behavior changes due to cognitive impairment.

 

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

David Kaleda and Anna Rappaport, FSA, MAAA

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Disability affects many Americans, but it is not well understood and only 31% of civilian workers have long term disability coverage. Traditional defined benefit plans usually included some protection so that disability would not destroy retirement plans. In contrast, defined contribution plans have no built-in protection.

 

Rick Miller, PhD, CFP®, Founder of Sensible Financial, is a disability insurance planning expert. Understanding Disability: Financial and Retirement Planning Considerations

Rick Miller, Ph.D., CFP® and Scott D. Haglund, FSA, MAAA, FLMI

(1.5 hrs CFP®, CRC®, PACE, ASPPA CE)

The chance that you or a client might suffer a long-term disability is more common than you might think, and this risk increases with each year we age. For many of us, employer-provided coverage will need to be supplemented with individual insurance. Most who suffer a disability today not only stop adding to retirement savings, they dip into their savings
early as they experience increased medical and other related disability costs.
Retirement professionals need to know how to help clients make informed insurance
decisions that will protect their retirement security from this substantial risk.

 

David Kessler, Elder Fraud Expert, speaks throughout the country about the escalating problem of exploitation of the elderly. As a keynote speaker and trainer on the topic of exploitation of the elderly, David addresses all facets of these crimes, including Undue influence, Sweetheart Swindles, Power of Attorney Thefts, and Home Improvement Scams.  Protecting Your Clients from Financial Elder Fraud - David Kessler  Protecting Your Clients from Financial Elder Fraud

David M. Kessler, Elder Fraud Expert, Protecting the Elderly

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Financial crimes against the elderly are highly under-reported throughout the United States. Too often, incidents of stealing from an elderly victim are misdiagnosed as a "family matter," or a civil court issue. Exploiting our elderly out of their lifelong savings and property is far more than stealing material items, it goes deeper. It is the THEFT OF THEIR DIGNITY.

 

Learn from the experts, the way you like to learn, at the level that's right for you.

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