Retirement Resource Center - Product Categories

The 4 Stages of Retirement Literacy!

REGISTER TODAY - Live Webinar/Limited seating - Dr. William Reichenstein presents Strategies to Help Maximize Social Security Benefits - Approved for 1 hour CRC® CE (CFP® CE pending)

REGISTER TODAY - 6/13/13 LIVE Webinar Event - The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell

REGISTER TODAY - Live Webinar/Limited seating - Ruth Helman, Research Director, Matthew Greenwald & Associates, presents The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS). Approved for 1 hour CRC® CE (CFP® CE pending)

Featured Product Groups

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

We're doing our best to make retirement literacy a subject you can learn from the people who know it best, in a format that suits your lifestyle, with what you need to know at your stage of learning. We've taken some of our key product groups and put them into quick access categories so that you can easily find the courses you need now.

Professional Development Memberships

Client and Employee Workshops

Controlling Your Financial Future

Securing Your Financial Future

InFRE Certified Retirement Counselor (CRC®) Certification

Strategies for Managing Retirement Income Courses

InFRE® Public Retirement Plan Administrator Series

Ethics Courses

Special Values

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Appleby's Bundled IRA Quick Reference Print Guides

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

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 with this 1 hour version of our popular workshop.

$695.00

Client Retirement Income Planning Worksheets - 25 pak

Need client income planning worksheets that help you gather, reposition and retain retirement assets? These FINRA-reviewed worksheets provide a proven process to productively identify and document suitable solutions that meet your clients’ needs.

$125.00

Client Retirement Income Planning Workshop Workbooks - 25 pak

Do you need more of the popular four-color FINRA reviewed Client Retirement Income Planning Workshop Workbooks? Packaged sets of 25 Workbooks are available here.

$150.00

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

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 PDF Download

$9.95

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

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® #1 Elearning Review

Invest in your professional retirement planning knowledge and/or lay the groundwork to sit for InFRE's CRC® exam with this highly effective set of 10 audio-visual courses totaling approximately four hours.

$74.95

CRC® #1: Fundamentals of Retirement Planning

*CE Avail*
InFRE CRC® Course #1 provides techniques for understanding the broad variety of factors that can affect a client's retirement goals. You will also learn methods for motivating and educating clients on the need to save for retirement.

$125.00

CRC® 1 MP3

Reinforce your professional knowledge and CRC^® Candidate training with this highly effective set of 10 audio MP3 courses ranging from fifteen to thirty-five minutes each.

$49.95

CRC® #2 Elearning Review

Invest in your professional investment knowledge and/or lay the groundwork to sit for InFRE's CRC® exam with this highly effective set of 9 audio-visual courses totaling approximately four hours.

$74.95

CRC® #2: Fundamentals of Investments

*15 CRC® hrs, 7.5 hrs CFP® & State CE*
InFRE CRC^® Course #2 teaches the basic investment concepts and terminology you need to help your clients with goal-appropriate investing.

$125.00

CRC® 2 MP3 Review

Reinforce your professional knowledge and CRC^® Candidate training with this highly effective set of 9 audio MP3 courses ranging from twenty-one to forty minutes each.

$49.95

CRC® #3 Elearning Review

Invest in your professional retirement plan design knowledge and/or lay the groundwork to sit for InFRE's CRC® exam with this highly effective set of 12 audio-visual courses totaling approximately four hours.

$74.95

CRC® #3: Fundamentals of Retirement Plan Design

*15 CRC® hrs, 7.5 hrs CFP® & State CE*
InFRE CRC^® #3 teaches you the concepts needed to guide your clients in maximizing assets within different types of retirement plans.

$125.00

CRC® 3 MP3 Review

Reinforce your professional knowledge and CRC^® Candidate training with this highly effective set of 12 audio MP3 courses ranging from ten to thirty-seven minutes each.

$49.95

CRC® #4 Elearning Review

Invest in your professional retirement income management knowledge and/or lay the groundwork to sit for InFRE's CRC® exam with this highly effective set of 9 audio-visual courses totaling approximately four hours.

$74.95

CRC® #4: Fundamentals of Retirement Income Planning

*CRC®, CFP® & State CE*
This guide presents a well-developed retirement planning process that encompasses the entire spectrum of retirement planning from the individual’s point of view of accumulation as a worker to distribution as a retiree.

$125.00

CRC® 4 MP3 Review

Reinforce your professional knowledge and CRC^® Candidate training with this highly effective set of 9 audio MP3 courses ranging from twelve to thirty-eight minutes each.

$49.95

CRC® Exam Elearning Review

Reinforce your professional knowledge and CRC^® Candidate training with this highly effective set of 34 audio-visual courses ranging from thirty to ninety minutes each.

$249.00

CRC® Exam MP3 Review

Reinforce your professional knowledge and CRC^® Candidate training with this highly effective set of 34 MP3 courses ranging from thirty to ninety minutes each.

$149.00

CRC® Study Guides Bundle - complete set of four

The InFRE four-part print study guide bundle helps CRC® candidates prepare for the CRC examinations. Buy all four guides at once, a perfect addition to your professional library, and receive a quantity discount while also saving money on shipping!

$450.00

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

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