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.
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.
Click on the icons below to view courses in other topics.
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.
(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 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, 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.
Protecting Your Clients from Financial Elder Fraud
(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.