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

CFP® CE Courses

CFP® CE Courses

We provide retirement-specific training and education programs by leading experts so advisors and middle income consumers make decisions that fortify their retirement security and peace of mind.

 

We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost thirty years in the financial industry.

 

We are pleased to offer you a terrific selection of retirement-specific professional development courses in a variety of media formats. New courses are added on a monthly basis.


Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute Alexandra Macqueen, CFP® – Personal Finance Author & Expert Manish Malhotra, MBA – Expert on Retirement Income Planning Software Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert John E. Nelson – Purposeful Retirement Advocate, Author & Coach Greenwald, Matthew, PhD – Retirement Research Expert Appleby, Denise, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert Blanchett, David, CFA, CFP®, AIFA – Past president of the Association of Divorce Financial Planners Giordano, Shelley – Chair of the Funding Longevity Task Force Falk, Michael, CFA, CRC® – Behavioral Finance and Investment Management Expert

CFP® Courses:

All of the courses below qualify for Certified Financial Planner® (CFP®), Certified Retirement Counselor® (CRC®), PACE and other continuing education credit. Click on the titles to learn more about individual courses. View all courses BY TOPIC with full descriptions, ALPHABETIC with short descriptions.

 

A - G
H - M
N - S
T - Z
A 21st Century Connection: Health and Wealth Housing for Retirees: Buy, Sell or Hold? No Portfolio is an Island Tax-Efficient Draw Downs in Retirement
A Case Study of a Middle Affluent Couple Planning for Retirement Income Housing Wealth: A Retirement Asset for the Middle Market Off With Your (Rule of) Thumbs! The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS)
A Case Study of Retirement Planning for a Teacher Approaching Retirement How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement Pensionizing Your (Client’s) Nest Eggs: What, How and Why? The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps InFRE's Quarterly Newsletter Retirement Insights & Trends Principles of Effective One-to-One Communication The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Behavioral Insights to Improve Retirement Security Introduction to Managing Retirement Income Protecting Your Clients from Financial Elder Fraud The Silver Tsunami and Long-Term Care
Changing Behavior or Changing Attitudes - Diane Savage Investing in Bonds in a Rising Rate Environment Retirement as a Time to Reinvent, Rewire, and Renew The Stage is Set for Serving the Mid-Market
Don't Let Disability Derail Retirement Security Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Retirement Happiness: Planning for a Successful Transition Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Enough About the Assets Already! Misperceptions and Management of Retirement Risks Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios Understanding Disability: Financial and Retirement Planning Considerations
Estimating the True Cost of Retirement Money for Life: Help your plan participants avoid going broke in retirement Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer What Advisors Need to Know About Qualified Longevity Annuity Contracts
Finding Optimized Income Strategies for Middle Market Clients Social Security Strategies: Optimizing Retirement Benefits What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Grey Divorce and Retirement Women and Retirement
Year-end Planning and Compliance Requirements for IRAs

 

Do you need to earn multiple CE hours?

 

Save on CE - Become a member! Become a Member - Save on CE! 90-Days FULL ACCESS for $99 Earn 50+ credit hours and attend webinars at no extra charge when you Become a Member!

 

Two levels to choose from: $99 - 90 Days Full Access
or $199 - 365 Days Annual Premier

Compare membership levels here.

 

CFP® Courses by Credit Hour

Individual courses are worth 1 - 2 CFP® CE within topic categories, most for $39 each. Newsletters are FREE, and also worth 1 - 2 CFP® for each issue. If you would like us to report CFP® CE credit please be sure upon checkout to select the CFP® Reporting Option from the dropdown menu and to provide your CFP® Certification ID number.

 

CFP® CE Courses - 1.0 credit hours CFP® CE Courses - 1.5 credit hours $ 99 for 90 Days - Full Access Membership - 50+ CE Courses $199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

 

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 throughout the year!

 

MP3 Audio Download and PDF handout Webinar and Rebroadcasts Elearning coursesShortly 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.

 

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.

 

List of CFP® Courses by Topic

Click on the TOPICS below to see the CFP® courses we have in each of the retirement-specific subjects.

CFP® CE Courses by topic - Retirement Income Management CFP® CE Courses by topic - IRAs CFP® CE Courses by topic - Retirement Readiness CFP® Member Courses - Retirement Planning CFP® CE Courses - Social Security CFP® CE Courses - Social Security
           
CFP® CE Courses - Women and Retirement CFP® CE Courses - Retirement Counseling CFP® CE Courses - Purposeful Retirement CFP® CE Courses - Retirement Education CFP® CE Courses - Presentation Skills CFP® CE Credit: Retirement Insight and Trends


Most courses are $39 each when purchased individually, or when you become a member, all courses included for one low fee of $99/90-days or $199/365-days.

 

You can also receive 1 - 2 CFP®, CRC®, ASPPA, and/or PACE CE for each issue of our FREE quarterly newsletter, Retirement Insight and Trends.

 

NEW COURSES Upcoming Live Webinar Schedule


 

The courses below are $39 each, or become a member to have FULL ACCESS to all these live webinars and rebroadcasts held while your membership is active. This includes the following upcoming live webinars, and the rebroadcasts highlighted within the topic listings. You receive 1 - 1.5 CFP®, CRC®, ASPPA;, and PACE CE credits per session that you attend - No need to take the online exam when you attend live webinars and rebroadcasts!!

 

2016 12/13 Live Webinar: Optimal Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau Live Webinar: Dec 13, 2016, 12:00 PM EST

Optimal Retirement Income Solutions in Defined Contribution Retirement Plans

Presented by Steve Vernon, FSA & Wade Pfau, PhD, CRA - 1.5 hrs CFP®, CRC®, PACE

This four-phase ground-breaking Society of Actuaries (SOA)-sponsored project illustrates an analytical framework for evaluating retirement income generators (RIGs).

 

 

Retirement Income Management Retirement Income Management CE Courses


 

Shelley Giordano, Chair of the Funding Longevity Task Force Reverse Mortgage Strategies for the Middle Market - Shelley Giordano Upcoming Rebroadcast: Dec 20, 2016, 3:00 PM

Reverse Mortgage Strategies for the Middle Market

Shelley Giordano, Chair of the Funding Longevity Task Force

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

For middle market retirees, home equity is the largest asset they have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th). Reverse mortgages offer a mechanism for tapping home equity for retirees to address these needs and stay in their home. Because of key changes made to reverse mortgages by the Federal Housing Administration to the Home Equity Conversion Mortgage program, the safety and functionality of accessing home equity now goes beyond supplementing retirement income.

 

Grey Divorce and Retirement - Andrew Samalin Grey Divorce and Retirement - Andrew Samalin New!    Grey Divorce and Retirement

Andrew Samalin, CFP, EA, CDFA , Past president of the Association of Divorce Financial Planners

(1.5 hr CFP®, CRC®, PACE, ASPPA CE)

Grey divorce is a term referring to the demographic trend of an increasing divorce rate for older ("grey-haired") couples in long-lasting marriages. How assets and income are divided at such a late stage in life can have a tremendous impact on the retirement security of each spouse. In this course you will learn the different roles of a planner in divorce, how an equitable settlement does not necessarily mean an equal split of assets, how divorce may affect Social Security for each spouse How retirement assets and pensions can be divided, and options for the marital home besides selling and dividing the equity or one spouse buying out the other.

 

Faisal Habib, PE, MBA, FRM - Retirement Speakers Bureau Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal HabibRetirement Income Sustainability: Measuring the Tail Risk of Product Portfolios

Faisal Habib, PE, MBA, FRM, President of QWeMA (division of CANNEX)

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Often everything seems ‘normal’ until something unthinkable and highly improbable happens. What if you could identify the clients and their portfolios that are exposed to extreme downside risk? We experienced such a phenomena in 2008 when global stock markets declined very significantly and taking down with it the financial portfolios of many clients. Many clients had to recalibrate their retirement expectations and adjust their standard of living. At the same time, there were clients who (while their portfolios did take a hit) did not have to make significant adjustments. What if you could identify the clients and their portfolios that are exposed to extreme downside risk?

 

No Portfolio Is An Island - David Blanchett

No Portfolio Is An Island

David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Financial assets, such as stocks and bonds, are only one component of an investor's total economic worth. Other assets, such as human capital, real estate, and pensions often represent a significant portion of an investor’s total wealth, but are commonly ignored when building portfolios. Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets.

 

Kevin S. Seibert, CFP®, CRC®, CEBS – Retirement Planning and Income Management Expert' Introduction to Managing Retirement Income - Kevin SeibertIntroduction to Managing Retirement Income

Kevin Seibert, CFP®, CEBS, CRC®, and Managing Director of InFRE

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

There are 78 million reasons driving the need for a tremendous increase in the number of professionals prepared to competently help retiring American workers manage their retirement income. better understanding what it will take for your clients to manage their retirement risks and to create a retirement income plan that lasts a lifetime, you will be better able to adapt the products and services you offer to better meet client needs.

 

Steven Horan - Tax-Efficient Draw Downs in Retirement Tax-Efficient Draw Downs in Retirement - Stephen HoranTax-Efficient Draw Downs in Retirement

Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes. This session challenges that advice by leveraging the economics of the risk-return characteristics of various tax structures and provides insights into pre-retirement asset allocation, asset location and importantly retirement drawdown.

 

Bruce McPherson, CRMP – Reverse Mortgage Expert Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPhersonAddressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival

Bruce McPherson, Certified Reverse Mortgage Professional (CRMP) with Security One Lending, America’s largest full-service Reverse Mortgage company

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

For all but the wealthiest Americans, home equity is their largest financial asset. As demonstrated in the Journal of Financial Planning, the proactive implementation of a reverse mortgage strategy – early in the distribution phase – will improve portfolio survival and increase the odds of a successful retirement. As retirement counselors, we need to understand options for helping retired clients appropriately use their home equity if their economic situation requires it.

 

Nyal Bischoff, Independent Long Term Care Specialist 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, an independent Long-Term Care Specialist

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

There have been sweeping changes in the Extended Care Industry in the last few years. What hasn’t changed is that the baby boom generation is not getting younger or healthier. 10,000+ boomers turn 65 and move into their “Golden Years” every day. In just 11 short years the first boomers will turn 80. This is the average age when an extended care event occurs that can possibly dismantle even the most well-constructed estate plan.

 

John Salter, PhD, CFP®, AIFA®, Associate Professor, Personal Financial Planning, Texas Tech University Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions

John Salter, Ph.D., CFP®, AIFA®, Associate Professor, Personal Financial Planning, Texas Tech University

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Reverse mortgages for the mid-market’s largest asset, home equity, may now have a place in mainstream investment and cash management during retirement. As retirement counselors, we need to understand options for helping retired clients appropriately use their home equity if their economic situation requires it.

 

Gary Baker, President, US Operation of CANNEX Financial Exchanges  What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker What Advisors Need to Know About Qualified Longevity Annuity Contracts

Gary Baker, President, U.S. Division at CANNEX Financial Exchanges

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

In July, 2014 the U.S. Treasury announced a change that allows for the deferral of income from a qualified DIA (Deferred Income Annuity) to extend past the mandatory RMD age of 70½. There are a number of planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and the QLAC ruling provided some new and additional opportunities to benefit retirees.

 

 

 

IRA CE CoursesIRA's


 

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert  Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise AppleTraditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting

Denise Appleby, APA, CISP, CRPS,CRC®, CRSP, Appleby Retirement Consulting, Inc.

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Distributions from IRAs are usually considered ordinary income and as such, may be subject to income tax. In some cases, amounts may also be subject to the 10 percent early distribution penalty, if the amount is withdrawn before the IRA owner reaches age 59 ½ . However, there are exceptions. Additionally, distributions from
IRAs are usually optional, until the owner reaches a certain age. This course willhelp the student understand the rules that apply to distribution from IRAs, the tax and penalty that may apply to such distributions, and the optional and mandatory rules that apply.

 

Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, IRA Strategies for Mistakes Prevention Expert  Year-end Planning and Compliance Requirements for IRAs - Denise ApplebyYear-end Planning and Compliance Requirements for IRAs

Denise Appleby, APA, CISP, CRPS,CRC®, CRSP, Appleby Retirement Consulting, Inc.

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients. This session is designed to help retirement professionals get a head start with identifying and understanding the transactions that are required to be completed the end of the year for tax and distribution planning, as well as for compliance purposes.

 

 

 

Retirement Readiness CE CoursesRetirement Readiness


 

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund.  Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael FalkIs Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement

Michael Falk, CFA®, CRC®, a partner with the Focus Consulting Group

(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.

 

John E. Nelson, Purposeful Retirement Author and Advocate  What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness

John Nelson, Speaker, Coach, and Coauthor of "What Color Is Your Parachute? For Retirement"

(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?

 

John E. Nelson, Purposeful Retirement Author and Advocate  Retirement Happiness: Planning for a Successful Transition - John Nelson Retirement Happiness: Planning for a Successful Transition

John Nelson, Speaker, Coach, and Coauthor of "What Color Is Your Parachute? For Retirement"

(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.
 

 

Retirement Planning CE CoursesRetirement Planning


 

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund.  Housing for Retirees: Buy, Sell or Hold? - Michael Falk  Housing for Retirees: Buy, Sell or Hold?

Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability. Income is paramount, but reaching for yield is perilous. What you should consider doing with the home is much more complex than often discussed. Let’s tear the roof of this topic and start to discuss some key issues brick by brick.

 

Ron Mastrogiovanni, President & CEO HealthView Services  A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni  A 21st Century Connection: Health and Wealth

Ron Mastrogiovanni, President and Chief Executive Officer of HealthView Services

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Most retirement income plans typically target a 75% to 85% income replacement ratio. With the goal of helping retirees plan their future income requirements based on pre-retirement expenses, income replacement ratios are the basis of many retirement income plans and calculators. While these ratios include a portion of pre-retirement health care costs, few take into account projected health care cost inflation, significant health-related out-of-pocket expenses and the impact of Medicare surcharges.

 

Chuck Yanikoski, President of StillRiver  A Case Study of Retirement Planning for a Teacher Approaching Retirement - Chuck Yanikoski A Case Study of Retirement Planning for a Teacher Approaching Retirement

Chuck Yanikoski of StillRiver

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

There were a projected 3.7 million full-time-equivalent (FTE) elementary and secondary school teachers in the U.S. in the fall of 2011. This session provides retirement counselors with guidance on helping teachers
figure out what they should do about their finances as they approach, enter, or manage their retirement.

 

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund.  Enough About the Assets Already! - Michael Falk  Enough About the Assets Already!

Michael Falk, CFA, CRC®, a partner with the Focus Consulting Group

(1.0 hr CFP®, CRC®, PACE, ASPPA 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. The financial press continues to "spill ink" on these products and concepts. While the asset side of the equation is definitely important, where is the "ink" regarding the liability side of the equation? For retirement professionals who serve those who haven't saved enough investable retirement assets, this is a session you'll not want to miss!

 

 Estimating the True Cost of Retirement - David Blanchett Estimating the True Cost of Retirement

David Blanchett, CFA, CFP®, AIFA, Head of Retirement Research, Morningstar Investment Management

(1.5 hrs CFP®, CRC®, PACE, ASPPA CE)

Retirement is the most expensive “purchase” faced most individuals. In order to properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total retirement liability, such as their optimal replacement rate, their forecasted retirement period, and what it truly means to fail (or succeed).

 

Manish Malhotra, MBA  Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra Finding Optimized Income Strategies for Middle Market Clients

Manish Malhotra, Founder and President of Income Discovery

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

There are many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP), such as time segmentation, bond ladders, and life or period-certain fixed annuities or variable annuities with guaranteed lifetime withdrawal benefits (GLWB). In addition to making investing decisions for retirement income, however, the middle market also needs to identify the optimal time to begin taking Social Security and when to target stopping working.

 

Greg Prost, CFA, Chief Investment Officer of Ambassador Capital Management  Investing in Bonds in a Rising Rate Environment - Greg Prost Investing in Bonds in a Rising Rate Environment

Greg Prost, CFA, CIO of Ambassador Capital Management

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Now that the Federal Reserve has pulled back on its quantitative easing (QE) program where it is only buying $65 billion per month of long-term treasury and mortgage debt (as of Feb. 2014) – down from $85 billion per month in 2013 – it appears we’re poised for an uptick in bond rates for 2014 (and with it, lower bond values for existing bondholders). It’s difficult to generate strong positive returns in the fixed income markets when bond yield levels are at historically low levels. Interest rates have been falling for 32 years, resulting in bond investors enjoying total returns in excess of yield during most of our lifetimes. For the rest of our lives that is unlikely to be the case.

 

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, Retirement Risk Expert  Misperceptions and Management of Retirement Risks - Carol Bogosian Misperceptions and Management of Retirement Risks

Carol Bogosian, ASA President of CAB Consulting

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

This session highlights key research conducted the Society of Actuaries, much of which InFRE participated in over the last fifteen years, concerning misunderstandings of the risks faced the mid-market in their post-retirement years and how most people are simply unprepared. Find out what you can do to help increase your clients’ and employees' chances of retirement success realistically addressing the risks they’ll face in retirement.

 

Steve Vernon, FSA, President of Rest-of-Life Communications  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, FSA, President of Rest-of-Life Communications

(1.0 hrs CFP®, CRC®, PACE, ASPPA CE)

People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are at risk of running out of money. People need to take important planning steps to secure their future retirement income. The challenges with defined contribution plans today are that many people are not saving enough, there is leakage due to loans and early withdrawals, and retirees are on their own to generate reliable, lifetime retirement income. Employers need to do more with plan design and education to help employees generate retirement income from their defined contribution savings.

 

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund.  Off With Your (Rule of) Thumbs! - Michael Falk Off With Your (Rule of) Thumbs!

Michael Falk, CFA, CRC®, a partner with the Focus Consulting Group

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Michael Falk challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, based on his belief that it is important to "immunize before you optimize". In this session you will re-evaluate the wisdom of targeting an income replacement rate, using the 4% Rule as a primary income strategy, retiring to take advantage of outdated or artificial constructs, selecting asset allocation based on age, and using long-term care insurance.

 

Alexandra Macqueen, CFP®, Author Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen “Pensionizing" Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen

Alexandra Macqueen, CFP®, co-author (with Dr. Moshe Milevsky) of Pensionize Your Nest Egg: How to Use Product Allocation to Create Guaranteed Income for Life

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

In an earlier era, workers retired to traditional defined benefit pensions which provided income they couldn’t outlive. With the rapid decline of these traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated for retirement last a lifetime. One solution? “Pensionizing” a portion of your clients' nest egg -- purchasing a “personal pension” that provides guaranteed income they can’t outlive. In this session, attendees will discuss (a) the new risks that investors face as they approach and entire retirement, including longevity, inflation and sequence-of-returns risk, and (b) how retirees can combine financial and insurance products to create retirement income plans that meet their individual goals.

 

Betty Meredith, CFA, CFP®, CRC®  The Stage is Set for Serving the Mid-Market - Meredith and Harness The Stage is Set for Serving the Mid-Market

Betty Meredith, CFA, CFP®, CRC® and Nathan Harness, PhD, CFP®

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007. This means more people than ever now need help making informed retirement decisions (versus just 401k/457/403b investing decisions. New technology, planning methodologies, retirement products and federal regulations have set the stage for retirement professionals who are passionate about serving the needs of this market. Learn what professionals are doing now, how our industry is changing, and where it still needs to go to improve the retirement security of the middle market.

 

Sandra Timmermann, EdD is a Doctor of Education and a nationally-recognized gerontologist with a focus on aging and its relation to business.  What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann EdD What's Trending in the Field of Aging? Connecting the Dots with Financial Services

Sandra Timmermann, Ed.D., the prior Executive Director of the MetLife Mature Market Institute

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Boomers are redefining aging in retirement and heralding in new community movements, technology and services. Retirement security, long term care, housing and lifestyle are top of mind not only for the 50+ population but also for policymakers, government officials and businesses. Find out how these new trends connect with financial services and retirement planning, and gain insights into what’s important to Boomers and older clients.
 

 

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.

 

Brian Perlman, PhD, ChFC, CLU, Senior Vice President and CFO, Mathew Greenwald & Associates, is a research psychologist and retirement confidence research expert.  The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) - Brian Perlman PhD The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS)

Brian Perlman,PhD, ChFC, CLU, Senior Vice President and CFO, Mathew Greenwald & Associates

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Sponsored the Employee Benefit Research Institute (EBRI), the American Savings Education Council (ASEC), and Mathew Greenwald & Associates (Greenwald), the annual RCS is a random, nationally representative survey of 1,000 individuals age 25 and over. The RCS strives to be timely covering issues that are of current interest to policymakers and retirement benefits specialists; past examples include participant education in 401(k) plans and understanding of IRA eligibility.

 

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.
 

 

Social Security CE CoursesSocial Security

 

 

Dr. William Reichenstein, CFA, is an expert in Social Security strategies.  Social Security Strategies: Optimizing Retirement Benefits - Dr William Reichenstein  Social Security Strategies: Optimizing Retirement Benefits

Dr. William Reichenstein, CFA, Pat and Thomas R. Powers Chair in Investment Management at Baylor University

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

With over 2,000 rules affecting benefits, it's no wonder many Americans are missing out on the full value of Social Security. But not all advisors have a full grasp on the intricacies either. In this session Dr. William Reichenstein teaches strategies to help your clients claim benefits, as well as Social Security terms and basics including Primary Insurance Amount, Full Retirement age, etc.
 

 

Women and Retirement CE CoursesWomen and Retirement

 

 

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

Cindy Hounsell, JD, President, WISER; Mary Beth Franklin, CFP®; Shelley Giordano, Longevity View Associates; and Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

(2.0 hrs CFP®, CRC®, and PACE CE)

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income. 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. Come to this session to hear a power-packed
panel provide specifics about what planners should do to help their women clients
be more retirement secure.

 

Cindy Hounsell, JD, is the President of WISER, the Women’s Institute for a Secure Retirement, a nonprofit organization that seeks to improve the opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement.  The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell   The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!

Cindy Hounsell, JD, President of WISER

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Sixty-six percent of caregivers are women, according to the “Caregiving in the U.S.” study the National Alliance for Caregiving. Caregivers spend on average 20 hours each week providing care, leaving them with less time for paid work. In sum, caregiving has serious financial consequences and it is important for women to understand the consequences and to take steps, whenever possible, to protect their retirement security.
 

 

Retirement Counseling CE CoursesRetirement Counseling

 

 

Michael Sullivan, CEO, 50-Plus Communications Consulting  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, 50-Plus Communications Consulting - Retirement Communications Expert

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Each generation has its own words, concepts, motivations and emotions that appeal to them based on their life stage and collective life experiences. As individuals age, their ability to accurately, completely and quickly process information tends to decline. You need to adjust your presentation and conversations to help them understand better.

 

Michael Sullivan, CEO, 50-Plus Communications Consulting Changing Behavior or Changing Attitudes

Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife

(1.0 hr CFP®, PACE, & ASPPA; 1.5 hrs CRC® CE)

Accumulating money during the working years is a critical component of retirement preparedness. Examine the relationship of motivation and alignment as they relate to financial security, as well as some approaches to framing the messages in the accumulation phase so that more participants will not only embrace the concept of saving, but turn that understanding into action.

 

Joseph Tabers, CSP, Joe Tabers Consulting, is an expert in improving workplace presentations, interpersonal communication skills and relationships. Principles of Effective One-to-One Communication  - Joe Tabers Principles of Effective One-to-One Communication

Joe Tabers, CSP, Leadership Enhancement Coach

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

The challenge for retirement counselors with face-to-face client/plan participant meetings is that we have a limited time for communicating.
 

 

Purposeful Retirement CE CoursesPurposeful Retirement

 

 

Michael Sullivan, CEO, 50-Plus Communications Consulting Retirement as a Time to Reinvent, Rewire and Renew

Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife

(1.0 hr CFP® and 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. Join us for this eye-opening web course that looks beyond the financial aspects of retirement planning and provides a holistic model accounting for the many cultural, social and personal factors one faces along the way.
 

 

Retirement Education CE CoursesRetirement Education

 

 

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

Matthew Greenwald, Ph.D., President of Greenwald & Associates and Carol Bogosian, ASA, President of CAB Consulting

(1.0 hr CFP®, CRC®, PACE, ASPPA 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. Whether people have sufficient assets and income for retirement is very dependent on when they decide to retire and how they expect to live during retirement. In addition, certain financial shocks will continue to occur in retirement much like they did during a person’s working lifetime.

 

Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert, is the founder of Behavioral Research Associates, LLC.  The Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA Behavioral Insights to Improve Retirement Security

Jodi DiCenzo, CFA, CPA Behavioral Research Associates, LLC

(1.0 hr CFP®, CRC®, PACE, ASPPA CE)

Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior, which often stands in stark contrast to rational expected behavior. Behavioral research improves your ability to make informed decisions based on actual consumer or employee behavior, rather than relying on educated guesses or opinions. Jodi DiCenzo has performed extensive research to gain firsthand insight into employees’ retirement-related decisions and choice. She will present her findings as well as other research findings that go beyond automatic enrollment as the predominant solution for improving employee plan participation, deferral and investing behaviors.
 

 

Presentation Skills CE CoursesPresentation Skills

 

 

Joseph Tabers, CSP, Joe Tabers Consulting, is an expert in improving workplace presentations, interpersonal communication skills and relationships. Presentation Tips and How-To's

Joe Tabers, CSP, Leadership Enhancement Coach

(1.5 hrs CRC® CE, not eligible for CFP® credit)

Do you have the presentation skills required to be the retirement counselor of the future? The need for the informative and dynamic delivery of information is an integral part of the new business model needed advisors and retirement counselors to service the mid-market.

 

Alphabetic List of CFP® Courses

 

Listed below are all Retirement Resource Center courses that offer CFP® CE credit. This includes courses included for $99 when you Become a Member, FREE issues of Retirement Insight & Trends Newsletter, and the Appleby IRA Training Series.

       

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01/10/2017 Investing in Bonds in a Rising Rate Environment - Greg Prost - Rebroadcast

01/10/2017 Investing in Bonds in a Rising Rate Environment - Greg Prost - Rebroadcast

1 hr CFP®, CRC®, PACE CE

Gain insight into what clients and plan participants who are within 10 years of retirement can do to better protect the value of their savings as we enter a new era for interest rates and bond investments.

$39.00
01/19/2017 Fitting Home Equity into a Retirement Income Strategy - Wade Pfau - Live Webinar

01/19/2017 Fitting Home Equity into a Retirement Income Strategy - Wade Pfau - Live Webinar

1.0 hr CFP®, CRC®, ASPPA, PACE CE

In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets.

$39.00
02/16/2017 Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth (and Bolster Retirement Security) - Michael Falk - Live Webinar

02/16/2017 Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth (and Bolster Retirement Security) - Michael Falk - Live Webinar

1.0 hr CFP®, CRC®, ASPPA, PACE CE

Today’s economic growth challenges will become greater in the future because of the world’s aging population, fertility levels and trends, and current entitlement policies.

$39.00
12/13/2016 Optimal Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau - Live Webinar

12/13/2016 Optimal Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau - Live Webinar

1.5 hrs CFP®, CRC®, PACE CE

This ground-breaking, four-phase, Society of Actuaries (SOA)-sponsored project illustrates an analytical framework for evaluating retirement income generators (RIGs).

$39.00
12/20/2016 - Reverse Mortgage Strategies for the Middle Market - Shelley Giordano - Rebroadcast

12/20/2016 - Reverse Mortgage Strategies for the Middle Market - Shelley Giordano - Rebroadcast

1 hr CFP®, CRC®, PACE CE

For middle market retirees, home equity is the largest asset they have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th).

$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 21st Century Connection: Health and Wealth - Ron Mastrogiovanni

A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni

1 hr CFP®, CRC®, PACE CE

Gain insight into how to approach helping your clients prepare for and address their healthcare costs in retirement.

$39.00
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® (pending - will be available in 2017), 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 Case Study of Retirement Planning for a Teacher Approaching Retirement - Chuck Yanikoski

A Case Study of Retirement Planning for a Teacher Approaching Retirement - Chuck Yanikoski

1 hr CFP®, CRC®, PACE CE

Gain insight into how access to a public pension plan as an employee benefit, even after a 30+ year career, doesn't guarantee retirement income success.

$39.00
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson

Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson

1 hr CFP®, CRC®, PACE CE

For all but the wealthiest Americans, home equity is their largest financial asset. Learn options for proactive implementation of reverse mortgage strategies for improving portfolio survival.

$39.00
Appleby IRA Training Series - Elearning set/12 - Save 25%

Appleby IRA Training Series - Elearning set/12 - Save 25%

18 hrs CFP®, CRC®, PACE CE (1.5 per course)
This series of 12 courses is intended to provide an understanding of the rules and regulations that apply to IRAs, with a focus on contributions, rollovers, transfers and distributions.
$539.40 $395.00
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

1 hr CFP®, CRC®, PACE CE

As our clients age, some of them will develop diseases such as Alzheimer's or other dementias. What are some steps that might be taken if a client's behavior changes due to cognitive impairment?

$39.00
Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA

Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA

1 hr CFP®, CRC®, PACE CE

Gain more clarity and understanding around how and why employees and consumers make – or don’t make - retirement decisions.

$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
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
Enough About the Assets Already! - Michael Falk

Enough About the Assets Already! - Michael Falk

1 hr CFP®, CRC®, PACE 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
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
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
Housing for Retirees: Buy, Sell or Hold? - Michael Falk

Housing for Retirees: Buy, Sell or Hold? - Michael Falk

1 hr CFP®, CRC®, PACE CE

We know your home is where your heart is, but we also know that’s one very big, illiquid asset (and liability too) with no yield in your portfolio.

$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's 2012 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2012 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter has articles by leading retirement expert Betty Meredith, CFA®, CFP®, CRC®.
$0.00
InFRE's 2012 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2012 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$0.00
InFRE's 2012 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2012 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter has articles by leading retirement experts Rappaport, Appleby, Boive, Meredith, and Yanikoski.
$0.00
InFRE's 2013 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2013 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter has articles by leading retirement experts Seibert, Meredith, Sanford, Franzel, and Tell.
$0.00
InFRE's 2013 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2013 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter has articles by leading retirement experts Seibert, Quant, Wadia, Theodore, Perlman, Finke, Pfau, and Blanchett.
$0.00
InFRE's 2013 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2013 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter has articles by leading retirement experts Appleby, Meredith, Perlman, Salter, and Yanikowski.
$0.00
InFRE's 2013 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2013 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter has articles by leading retirement experts Hounsell, Meredith, Falk, and Bogosian.
$0.00
InFRE's 2014 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2014 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter has articles by leading retirement experts Meredith, DiCenzo, Rappaport, Kaleda, and Sanford.
$0.00
InFRE's 2014 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2014 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, PACE CE
This free quarterly newsletter has articles by leading retirement experts Seibert, Prost, Meredith, Falk, and Vernon.
$0.00
InFRE's 2014 3rd and 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2014 3rd and 4th Qtr Issue of Retirement Insight and Trends

2 hrs CFP®, CRC®, PACE CE CE
This free quarterly newsletter has articles by leading retirement experts Scalia, Jacobson, Martin, Malhotra, Appleby and Miller.
$0.00
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®, CRC®, PACE CE
This 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®, CRC®, PACE CE
This 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®, CRC®, PACE CE
This 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®, CRC®, PACE CE
This 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®, CRC®, PACE, ASPPA 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®, CRC®, PACE 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®, CRC®, PACE CE
The October 2016 free quarterly 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
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
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
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
No Portfolio Is An Island - David Blanchett

No Portfolio Is An Island - David Blanchett

1 hr CFP®, CRC®, PACE CE

Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets.

$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
Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen

1 hr CFP®, CRC®, PACE CE

How can you help your clients determine an optimal product mix that incorporates their preference for maximizing either a sustainable lifetime income, a planned financial legacy, or a mix of both?

$39.00
Principles of Effective One-to-One Communication - Joseph Tabers

Principles of Effective One-to-One Communication - Joseph Tabers

1 hr CFP®, CRC®, PACE CE

Gain ideas for how to improve mutual understanding through improved retirement communication skills.

$39.00
Protecting Your Clients from Financial Elder Fraud - David Kessler

Protecting Your Clients from Financial Elder Fraud - David Kessler

1 hr CFP®, CRC®, PACE CE

Financial crimes against the elderly are highly under-reported throughout the United States.

$39.00
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 Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

1 hr CFP®, CRC®, PACE CE

Often everything seems ‘normal’ until something unthinkable and highly improbable happens. What if you could identify the clients and their portfolios that are exposed to extreme downside risk?

$39.00
Social Security Strategies: Optimizing Retirement Benefits - Dr William Reichenstein

Social Security Strategies: Optimizing Retirement Benefits - Dr William Reichenstein

1 hr CFP®, CRC®, PACE CE

Gain insight into how to approach helping individuals and couples make an informed decision about claiming their Social Security benefits.

$39.00
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
Tax-Efficient Draw Downs in Retirement - Stephen Horan

Tax-Efficient Draw Downs in Retirement - Stephen Horan

1 hr CFP®, CRC®, PACE CE

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes.

$39.00
The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) - Brian Perlman

The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) - Brian Perlman

1 hr CFP®, CRC®, PACE CE

The RCS is a random, nationally representative survey covering issues of current interest to retirement benefits specialist, the longest-running annual retirement survey of its kind in the nation.

$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 Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell

1 hr CFP®, CRC®, PACE CE

Gain insight into the personal financial and retirement consequences experienced by caregivers who provide unpaid care to family members, and what can be done to protect their retirement security.

$39.00
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
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby

1 hr CFP®, CRC®, PACE CE

Gain ideas for helping clients take their traditional IRA required Minimum Distributions (RMDs) on time - and avoid penalties.

$39.00
Training Series - Appleby IRA Elearning Course #01 - Introduction to Rollover and Transfers Rules for Retirement Accounts

Training Series - Appleby IRA Elearning Course #01 - Introduction to Rollover and Transfers Rules for Retirement Accounts

1.5 hrs CFP®, CRCR®, PACE CE
Explanations of the different terminologies that are used for moving assets between retirement accounts; as well as restrictions and limitations that apply.
$44.95
Training Series - Appleby IRA Elearning Course #02 - Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts

Training Series - Appleby IRA Elearning Course #02 - Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts

1.5 hrs CFP®, CRCR®, PACE CE
An explanation of the rules and regulations that govern the movement of assets between retirement accounts.
$44.95
Training Series - Appleby IRA Elearning Course #03 -  Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps

Training Series - Appleby IRA Elearning Course #03 - Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps

1.5 hrs CFP®, CRCR®, PACE CE
An explanation of the rules and regulations that govern beneficiary designations, costly mistakes that are often made, and how to help clients avoid making such mistakes.
$44.95
Training Series - Appleby IRA Elearning Course #04 - How to Avoid and/or Correct the Top Ten Distribution Mistakes Made with IRAs and Employer Plans

Training Series - Appleby IRA Elearning Course #04 - How to Avoid and/or Correct the Top Ten Distribution Mistakes Made with IRAs and Employer Plans

1.5 hrs CFP®, CRCR®, PACE CE
An introduction to the basic concepts of distributions from IRAs and employer sponsored retirement plans, including when and how distributions can be made.
$44.95
Training Series - Appleby IRA Elearning Course #05 - Effective Strategies for Avoiding RMD Mistakes and Penalties

Training Series - Appleby IRA Elearning Course #05 - Effective Strategies for Avoiding RMD Mistakes and Penalties

1.5 hrs CFP®, CRCR®, PACE CE
An explanation of the rules that govern RMD for IRAs and employer sponsored retirement plans, such as 401(k)s and 403(b)s, including the roles and responsibilities of interested parties.
$44.95
Training Series - Appleby IRA Elearning Course #06 -  How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts

Training Series - Appleby IRA Elearning Course #06 - How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts

1.5 hrs CFP®, CRCR®, PACE CE
An explanation of the early distribution penalty that applies to distributions that occur before the retirement account reaches age 59½.
$44.95
Training Series - Appleby IRA Elearning Course #07 - Three Critical Roth Conversion Rules That Every Advisor Should Know

Training Series - Appleby IRA Elearning Course #07 - Three Critical Roth Conversion Rules That Every Advisor Should Know

1.5 hrs CFP®, CRC®, PACE CE
An explanation of the Roth conversion rules, and the requirements that apply to conversions based on the type of account being converted.
$44.95
Training Series - Appleby IRA Elearning Course #08 - Twelve Ways for Funding an IRA–Part 1

Training Series - Appleby IRA Elearning Course #08 - Twelve Ways for Funding an IRA–Part 1

1.5 hrs CFP®, CRC®, PACE CE
An explanation of the different ways on which a Traditional IRA can be funded; and the limitations and eligibility requirements that apply.
$44.95
Training Series - Appleby IRA Elearning Course #09 - Twelve Ways for Funding an IRA–Part 2

Training Series - Appleby IRA Elearning Course #09 - Twelve Ways for Funding an IRA–Part 2

1.5 hrs CFP®, CRC®, PACE CE
An explanation of the different ways on which a Roth IRA can be funded; and the limitations and eligibility requirements that apply.
$44.95
Training Series - Appleby IRA Elearning Course #10 - How to Avoid Taxes and Penalties on Roth IRA Distributions

Training Series - Appleby IRA Elearning Course #10 - How to Avoid Taxes and Penalties on Roth IRA Distributions

1.5 hrs CFP®, CRC®, PACE CE
An explanation of the distribution rules that apply to Roth IRA, with a focus on how to determine if an when a Roth IRA distribution would be subject to income tax and the 10% early distributing penalty.
$44.95
Training Series - Appleby IRA Elearning Course #11 - How to Use Small Business Retirement Plans to Grow Your Business

Training Series - Appleby IRA Elearning Course #11 - How to Use Small Business Retirement Plans to Grow Your Business

1.5 hrs CFP®, CRC®, PACE CE
A comparison of the features and benefits that apply to retirement plans that can be adopted and maintained by small businesses, with a focus on defined contribution and IRA based plans.
$44.95
Training Series - Appleby IRA Elearning Course #12 - How to Identify and Serve Small Business Prospects for Sep IRAs

Training Series - Appleby IRA Elearning Course #12 - How to Identify and Serve Small Business Prospects for Sep IRAs

1.5 hrs CFP®, CRC®, PACE CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$44.95
Training Series - IRA MP3 & Handout Course - Appleby #06 - How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts

Training Series - IRA MP3 & Handout Course - Appleby #06 - How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts

1.5 hrs CFP®, CRCR®, PACE CE
An explanation of the early distribution penalty that applies to distributions that occur before the retirement account reaches age 59½.
$28.95
Training Series - IRA MP3 & Handout Course - Appleby #07 - Three Critical Roth Conversion Rules That Every Advisor Should Know

Training Series - IRA MP3 & Handout Course - Appleby #07 - Three Critical Roth Conversion Rules That Every Advisor Should Know

1.5 hrs CFP®, CRC®, PACE CE
An explanation of the Roth conversion rules, and the requirements that apply to conversions based on the type of account being converted.
$28.95
Training Series - IRA MP3 & Handout Course - Appleby #08 - Twelve Ways for Funding an IRA–Part 1

Training Series - IRA MP3 & Handout Course - Appleby #08 - Twelve Ways for Funding an IRA–Part 1

1.5 hrs CFP®, CRC®, PACE CE
An explanation of the different ways on which a Traditional IRA can be funded; and the limitations and eligibility requirements that apply.
$28.95
Training Series - IRA MP3 & Handout Course - Appleby #09 - Twelve Ways for Funding an IRA–Part 2

Training Series - IRA MP3 & Handout Course - Appleby #09 - Twelve Ways for Funding an IRA–Part 2

1.5 hrs CFP®, CRC®, PACE CE
An explanation of the different ways on which a Roth IRA can be funded; and the limitations and eligibility requirements that apply.
$28.95
Training Series - IRA MP3 & Handout Course - Appleby #10 - How to Avoid Taxes and Penalties on Roth IRA Distributions

Training Series - IRA MP3 & Handout Course - Appleby #10 - How to Avoid Taxes and Penalties on Roth IRA Distributions

1.5 hrs CFP®, CRC®, PACE CE
An explanation of the distribution rules that apply to Roth IRA, with a focus on how to determine if an when a Roth IRA distribution would be subject to income tax and the 10% early distributing penalty.
$28.95
Training Series - IRA MP3 & Handout Course - Appleby #11 - How to Use Small Business Retirement Plans to Grow Your Business

Training Series - IRA MP3 & Handout Course - Appleby #11 - How to Use Small Business Retirement Plans to Grow Your Business

1.5 hrs CFP®, CRC®, PACE CE
A comparison of the features and benefits that apply to retirement plans that can be adopted and maintained by small businesses, with a focus on defined contribution and IRA based plans.
$28.95
Training Series - IRA MP3 & Handout Course - Appleby #12 - How to Identify and Serve Small Business Prospects for Sep IRAs

Training Series - IRA MP3 & Handout Course - Appleby #12 - How to Identify and Serve Small Business Prospects for Sep IRAs

1.5 hrs CFP®, CRC®, PACE CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$28.95
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 Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson

1 hr CFP®, CRC®, PACE CE

Gain insights and ideas on how to enlist an employees' or clients' whole person into planning for their retirement well-being.

$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
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
Year-end Planning and Compliance Requirements for IRAs - Denise Appleby

Year-end Planning and Compliance Requirements for IRAs - Denise Appleby

1 hr CFP®, CRC®, PACE 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
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