Earn CFP® Credit

Earn CFP® Credit

We pleased to offer a terrific selection of retirement-specific professional development courses in a variety of topics and media formats. New courses by the retirement industry's leading experts are added on a monthly basis.

 

All of the courses below qualify for Certified Financial PLanner® (CFP®), Certified Retirement Counselor® (CRC®), and PACE continuing education credit.

 

You may choose courses according to topic, number of credit hours, and format. Most courses are generally available in more than one format, including live webinar, elearning, print, and audio MP3 download (with and without pdf handout). Some of the retirement income courses are also approved for state insurance CE credit. Check here for availability..

 

NEW way to save on CFP® CE:
Professional Development Membership - 90 Days for $99


Introducing the Professional Development Membership - 90 Days for $99

 

Professional Development Membership - 90 Days for $99 You asked. We listened. Now choose WHEN you learn too!

At the Retirement Resource Center we provide professional development and continuing education courses from leading industry experts on many topics, in multiple formats, the way you like to learn, at the level that's right for you. You told us that you needed full access to a variety of CE courses at select times of the year.

 

We are happy to introduce a NEW way for you to access our large selection of professional development courses just when you need them: Full access to as many CE courses as you would like to take - 90 Days for $99

  • Receive FULL ACCESS to the elearning and audio courses that interest you the most for 90 days, each worth 1.0 - 2.0 CFP® and or CRC® per course upon passing the online quiz, reporting fee included.

  • In addition, you are invited to attend any of the Member Live Webinar held during your 90 Day membership, with no additional fee (regularly $49 each).

 

The number of CE hours accepted by CFP Board are indicated for each course. 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.

 

Click here and select "Monthly Notification of New CE Courses" if you would like to be informed when new topics are available.

 

CFP® CE by TOPIC

Retirement Income Management Retirement Income Management Retirement Plans

 

CFP® CE by MEDIA FORMAT

CFP® CE Credit: Live Webinars CFP® CE Credit: Elearning Courses CFP® CE Credit: Audio Download CFP® CE Credit: MP3 Audio & PDF Handout CFP® CE Credit: PDF Download CFP® CE Credit: Print Courses CFP® CE Credit: Online Newsletters
Live Webinars Elearning Courses Audio Downloads MP3 Audio & PDF Handout PDF Download Print Courses Online Newsletters

 

CFP® CE by CREDIT HOURS

CFP® CE Credit: 1 credit hour CFP® CE Credit: 1.5 credit hours CFP® CE Credit: 2 credit hours CFP® CE Credit: 5 credit hours

 

Other ways to SAVE on CFP® CE

Become a Retirement Resource Center Professional Development Member and SAVE on CE! If your primary interest is in our elearning courses, take advantage of this opportunity to save up to 32% when you purchase in multiples of three elearning courses from a wide variety of topics. Become a Retirement Resource Center Professional Development Member and SAVE on CE! If you will be purchasing more than one course, consider becoming a Retirement Professional Development Member to save from 33% to 100% off CE course and reporting fees. InFRE's Retirement InSight and Trends FREE quarterly newsletter - each issue worth 1 CE credit!Stay abreast of what's happening in the field of retirement with InFRE's Retirement InSight and Trends free quarterly newsletter - each issue worth 1 CE credit upon passing the online quiz.

Scroll below to view alphabetic list of all CFP® CE courses

Questions? Please contact us directly if you have any questions about which options are best for you, or if you would like a group discount.
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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 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
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® (pending), 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
How to Avoid Taxes and Penalties on Roth IRA Distributions - Appleby IRA Training Series Course 10 MP3 & Handout

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

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
How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby IRA Training Series Course 6 MP3 & Handout

How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby IRA Training Series Course 6 MP3 & Handout

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

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

1.5 hrs CFP®, CRC®, PACE CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$28.95
How to Use Small Business Retirement Plans to Grow Your Business - Appleby IRA Training Series Course 11 MP3 & Handout

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

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

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

1 hr CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® 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 CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Blanchard, Horan, and Falk.
$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
Investing in Bonds in a Rising Rate Environment - Greg Prost

Investing in Bonds in a Rising Rate Environment - Greg Prost

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

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

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

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

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

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

1.5 hrs CFP®, CRC®, PACE CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$44.95
IRA Training Series Course 1 - Introduction to Rollover and Transfers Rules for Retirement Accounts - Appleby - Elearning

IRA Training Series Course 1 - Introduction to Rollover and Transfers Rules for Retirement Accounts - Appleby - Elearning

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
IRA Training Series Course 2 - Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts - Appleby - Elearning

IRA Training Series Course 2 - Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts - Appleby - Elearning

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
IRA Training Series Course 3 - Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps - Appleby - Elearning

IRA Training Series Course 3 - Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps - Appleby - Elearning

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
IRA Training Series Course 4 - How to Avoid and/or Correct the Top Ten Distribution Mistakes Made with IRAs and Employer Plans - Appleby - Elearning

IRA Training Series Course 4 - How to Avoid and/or Correct the Top Ten Distribution Mistakes Made with IRAs and Employer Plans - Appleby - Elearning

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
IRA Training Series Course 5 - Effective Strategies for Avoiding RMD Mistakes and Penalties - Appleby - Elearning

IRA Training Series Course 5 - Effective Strategies for Avoiding RMD Mistakes and Penalties - Appleby - Elearning

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
IRA Training Series Course 6 - How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby - Elearning

IRA Training Series Course 6 - How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby - Elearning

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
IRA Training Series Course 7 - Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby - Elearning

IRA Training Series Course 7 - Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby - Elearning

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
IRA Training Series Course 8 - Twelve Ways for Funding an IRA–Part 1 - Appleby - Elearning

IRA Training Series Course 8 - Twelve Ways for Funding an IRA–Part 1 - Appleby - Elearning

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
IRA Training Series Course 9 - Twelve Ways for Funding an IRA–Part 2 - Appleby - Elearning

IRA Training Series Course 9 - Twelve Ways for Funding an IRA–Part 2 - Appleby - Elearning

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
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
Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby IRA Training Series Course 7 MP3 & Handout

Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby IRA Training Series Course 7 MP3 & Handout

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
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
Twelve Ways for Funding an IRA–Part 1 - Appleby IRA Training Series Course 8 MP3 & Handout

Twelve Ways for Funding an IRA–Part 1 - Appleby IRA Training Series Course 8 MP3 & Handout

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
Twelve Ways for Funding an IRA–Part 2 - Appleby IRA Training Series Course 9 MP3 & Handout

Twelve Ways for Funding an IRA–Part 2 - Appleby IRA Training Series Course 9 MP3 & Handout

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
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
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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