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

Public Sector Employers

Public Sector Employers

Our retirement counselor professional development programs are from the non-profit International Foundation of Retirement Education (InFRE) affiliated with Texas Tech University, which awards the accredited Certified Retirement Counselor® (CRC®) certification. This certification is used by over 60 public sector retirement systems and is endorsed by the National Association of Government Defined Contribution Administrators (NAGDCA) and the National Pension Education Association (NPEA).

 

If you are...

  • Now charged with providing investing and retirement saving education and guidance because of the addition of hybrid or optional defined contribution benefits

  • Seeking public sector-specific proven, cost-effective and turnkey professional development retirement education resources due to turnover in plan administration staff and board members

  • Interested in benefiting from the experiences of other retirement systems which have helped modify these courses for the public plan market

  • Believe education about how to make informed decisions about when to retire might help curtail the effects of a "retirement tsunami" facing entity

  • Interested in licensing proven, cost-effective and turnkey retirement education resources being used by other public sector defined benefit and defined contribution systems

...then you've come to the right place! There are several ways we can help:

 

List of CFP®, CRC®, ASPPA, PACE courses by topic Employee Education Courses and Workshops Certified Retirement Counselor® (CRC®) InFRE's Retirement Plan Administrator Training

 

Professional
Development
and CE Courses

 

Employee
Education Courses
and Workshops

 

Certified Retirement
Counselor® -
CRC®

 

InFRE's Retirement Plan Administrator Training

 

We have four pathways to help public sector employers with their training and development needs:

Professional Development and CE Courses

Our Professional Development and CE courses serve the needs of the retirement professional community for up-to-date educational resources from leading retirement industry leaders, and is delivered LIVE to your desktop on a monthly or more often basis.

 

Earn ASPPA and/or PACE CE Earn CRC® Credit Earn CFP® Credit Featuring 60+ courses delivered to you from 30+ leading retirement industry experts, these courses are tailored especially for CRC®s, CFP®s, retirement administrators, trustees, and call center professionals. You’ll experience conference-quality presentations at a fraction of the cost while fulfilling CFP®, CRC®, ASPPA, & PACE CE requirements. Courses range from intermediate to advanced difficulty, and are available in many different formats.

 

Employee Education Courses and Workshops

Your employees need to know that there is much more to retirement planning than the accumulation phase. To help you better provide informed decision-making options to employees, we offer courses and workshops for employees and retirement counselors, available for licensing and delivery by your own instructors.

 

Employee 'Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow' Live Workshop License Employee 'What You Need to Know About Managing Your Retirement Income' Live Workshop License Click here for more information on live and elearning versions of retirement courses designed for early, mid and late career employees. Workshop licenses include:

  • 75-90 minute or 3 hour formats with fully-scripted presenter's guide

  • Course workbooks with financial planning or income management worksheet for attendees to complete at home or for use in post-program, one-on-one meetings with you

  • Easy access online training demos, and MP3 audio downloads

  • Public sector programs will be customized to communicate your plan's specifics.

Certified Retirement Counselor® - CRC®

InFRE’s Certified Retirement Counselor® (CRC®) professional certification program is now used by over 60 retirement systems and is fast becoming recognized as one of the most comprehensive and informative programs that meets the training needs of public sector retirement systems using primary or optional defined contribution plans, defined benefit plans, or hybrid plans.

 

Retirement systems including Colorado PERA, South Dakota Retirement System, PSRS of Missouri, Ohio STRS, and other state, county and local entities use the CRC® to enhance the professional skills and ongoing knowledge of their retirement counselors.

 

Become a CRC®The Certified Retirement Counselor certification and related professional development programs are endorsed by the National Association of Government Defined Contribution Administrators (NAGDCA), and the National Pension Education Association (NPEA). Based on original research and analysis by a team of over 70 retirement practitioners in both the public and private sectors and in partnership with Texas Tech University, one of the leading financial planning universities in the country, the CRC® is a one-of-a-kind certification designed to enable public sector retirement professionals like to you meet the increasingly complex decisions that need to be made by today’s government sector retirees amid benefits changes, uncertain future health care costs, and retirement risks such as longevity, inflation, and market risks.

 

Live classroom versions of the CRC®’s professional development self study materials are the perfect answer for systems with many individuals in need of training versus certification. We also have online delivery formats (elearning, ebook, audio) with online course tests to help you reach retirement counselors, administrators, and trustees more cost effectively. Click here to learn more, or call 847-756-7350 ext. 133 or email us for more information.

InFRE's Retirement Plan Administrator Training

InFRE's Retirement Plan Administrator TrainingThe InFRE® Retirement Administrator Training Series is tailored for the public sector audience. It covers the fundamentals of evaluating, creating, implementing and maintaining retirement programs that can best meet your specific employee population’s needs. This course material reflects the Pension Protection Act of 2006, as well as the final regulations that have been issued pertaining to 401(k) and 457(b) plans, model 403(b) regulations, and 409A nonqualified plan rules. It is designed to expand and test your knowledge of all types of retirement programs within the public sector that includes both federal tax law compliance issues and best practices within the industry.

 

We are proud to be NAGDCA’s trusted partner for providing the most effective and credible retirement-specific professional development, certification and certificate training courses designed specifically for public sector defined contribution and defined benefit plans.

 

InFRE's Retirement Plan Administrator TrainingThis series includes four core courses available in print, ebook, live classroom training, and elearning formats. Read more here, or call 847-756-7350 ext. 133 or email us for more information.

 

Fortify your retirement expertise today!

 

List of CFP®, CRC®, ASPPA, PACE courses by topic Employee Education Courses and Workshops Certified Retirement Counselor® (CRC®) InFRE's Retirement Plan Administrator Training

 

Professional
Development
and CE Courses

 

Employee
Education Courses
and Workshops

 

Certified Retirement
Counselor® -
CRC®

 

InFRE's Retirement Plan Administrator Training

 

Save time and stay current when you join our mailing list to receive notification of new courses and other resources to help keep your plan administrators, trustees and support staff up to date.
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03/07/2017 Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby - Rebroadcast

03/07/2017 Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby - Rebroadcast

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
03/16/2017 Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes - Live Webinar

03/16/2017 Three Steps to Helping Clients Manage Health Care Costs in Retirement - David Armes - Live Webinar

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

People who are retired or will soon retire say in surveys that their future health care costs are an important financial concern.

$39.00
04/11/2017 Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Rebroadcast

04/11/2017 Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Rebroadcast

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
04/20/2017 Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors - Amber Woodland, Esq. - Live Webinar

04/20/2017 Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors - Amber Woodland, Esq. - Live Webinar

1.5 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
05/09/2017 What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson - Rebroadcast

05/09/2017 What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson - Rebroadcast

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
06/06/2017 Enough About the Assets Already! - Michael Falk - Rebroadcast

06/06/2017 Enough About the Assets Already! - Michael Falk - Rebroadcast

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
07/11/2017 Protecting Your Clients from Financial Elder Fraud - David Kessler- Rebroadcast

07/11/2017 Protecting Your Clients from Financial Elder Fraud - David Kessler- Rebroadcast

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
08/08/2017 Principles of Effective One-to-One Communication - Joseph Tabers - Rebroadcast

08/08/2017 Principles of Effective One-to-One Communication - Joseph Tabers - Rebroadcast

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
09/12/2017 Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen - Rebroadcast

09/12/2017 Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen - Rebroadcast

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
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
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
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
$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 Case Study of a Middle Affluent Couple Planning for Retirement Income - Manish Malhotra

A Case Study of a Middle Affluent Couple Planning for Retirement Income - Manish Malhotra

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
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
Changing Behavior or Changing Attitudes - Diane Savage

Changing Behavior or Changing Attitudes - Diane Savage

1.0 hr CFP®, PACE; 1.5 hrs CRC® CE

Why is the prospect of saving for retirement is so intimidating to many Americans, and what can you do to help change it? Accumulation is a critical component of preparedness.

$39.00
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
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 25 are available. You save when you buy more than one!
$225.00
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
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
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
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
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'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
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
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
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
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
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
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
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 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
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
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
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 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 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 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
Understanding Communication Styles - Joseph Tabers

Understanding Communication Styles - Joseph Tabers

1.0 hr ASPPA, CLU®, ChFC®, RICP®, CASL; 1.5 hrs CRC® CE

Learn how to enable participants to better identify, understand and prepare to 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'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
Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

2.0 hrs CFP®, CRC®, PACE CE

By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them.

$39.00
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