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 are introduced regularly as live webinars, when attendees can ask questions directly to the presenter, and receive CE without the need for an exam.

 

Courses, live and online, qualify for Certified Financial Planner® (CFP®), Certified Retirement Counselor® (CRC®), ASPPA, and PACE continuing education credit.

 

CFP® Courses by Topic

Individual courses are worth 1 - 2 CFP® CE within topic categories, for $39 each. Newsletters are FREE, and also worth 1 - 2 CFP® for each issue.

 

Choose courses individually or by clicking on the topics below.

 

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

 

The number of CE hours accepted by the CFP® Board are indicated for each listed 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.

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90 Days/$99 Full-Access and 365 Days/$199 Annual-Premier Members receive FULL ACCESS to all of the courses below, with no additional fees.


You may also purchase any of the courses below individually for $39 each.

 

List of Courses by Topic

Upcoming live webinars

  • Reverse Mortgage Strategies for the Middle Market - Shelley GiordanoReverse Mortgage Strategies for the Middle Market

    Shelley Giordano, Chair of the Funding Longevity Task Force

    (1.0 hr CFP®, CRC®, and PACE CE)

    LIVE Webinar: Thursday, July 21, 2016 12:00 PM - 1:00 PM EDT

    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.

Retirement Income Management

  • 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®, and 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? 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?
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  • No Portfolio Is An Island - David BlanchettNo Portfolio Is An Island

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

    (1.0 hr CFP®, CRC®, and PACE 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.
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  • 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®, and PACE 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.
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  • 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®, and PACE 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.
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  • 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® and PACE 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.
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  • 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® and PACE 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.
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  • 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®, and PACE 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.
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  •  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® and PACE 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's

  •  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® and PACE 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 will help 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.
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  •  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® and PACE 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

  •  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® and PACE 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.
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  • The Concept of Retirement Readiness

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

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

    The Concept of “Retirement Readiness” is on Center Stage at the National Level. Does the average worker really know what it takes to be retirement ready? With the first BaBoomers approaching retirement, national attention is focused on their state of “Retirement Readiness.” How well prepared will they be for retirement?
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  •  Benchmarking Retirement Readiness in Public Sector Retirement Plans - Kevin Seibert Benchmarking Retirement Readiness in Public Sector Retirement Plans

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

    (1.0 hr CRC® CE, not eligible for CFP® credit)

    The concept of Retirement Readiness has significant implications for plan participants, plan sponsors, and the industry as a whole. Traditional ways of measuring retirement plan health have become inadequate. With new information and a strategic approach to plan changes, we can improve retirement outcomes.
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  • A Comprehensive Approach to Retirement Education: The Retirement Well-being Model

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

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

    This eye-opening presentation goes beyond the financial aspects of retirement planning and introduces a comprehensive, interdisciplinary approach: the Retirement Well-Being Model.
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  •  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®, and PACE 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?
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  •  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®, and PACE 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

  •  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® and PACE 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.
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  •  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® and PACE 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.
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  •  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® and PACE 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.
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  •  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® and 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. 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!
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  •  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® and PACE 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).
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  •  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® and 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), 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.
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  •  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® and PACE 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.
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  •  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® and PACE 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.
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  •  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® and PACE 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.
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  •  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® and PACE 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.
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  • 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®, and PACE 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.
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  •  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®, and PACE 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.
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  •  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®, and PACE 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

     

  •  How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - GreenwaldHow 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®, and PACE 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.
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  • 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®, and PACE 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.
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  •  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®, and PACE 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.
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  •  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®, and PACE 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.
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  • Understanding Disability: Financial and Retirement Planning Considerations

    Rick Miller, Ph.D., CFP® and Scott D. Haglund, FSA, MAAA, FLMI

    (1.5 hrs CFP®, CRC®, and PACE 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.
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     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®, and PACE 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

  •  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®, and PACE 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

  •  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®, and PACE 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.
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  • Women and Retirement

    Cheryl Farrell, CFP®, CLU, ChFC, CRC® CASL, AEP, MSFS

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

    Because 70% of people over age 65 living in poverty are women, we offer a special web course for everyone entrusted with assisting this unique part of our society achieve retirement success. Learn more about how women can protect themselves from financial devastation brought on the loss of a partner, and how benefits-based solutions can become assets during retirement.

 


Retirement Counseling

  •  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®, and PACE 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.
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  • Changing Behavior or Changing Attitudes

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

    (1.0 hr CFP® and PACE, 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.
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  • 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®, and PACE CE)

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

    Joe Tabers, CSP, Leadership Enhancement Coach

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

    Learn how to enable participants to better identify, understand and prepare to adapt to the variety of client styles encountered in one-on-one or group counseling sessions.

 


Purposeful Retirement

  • Designing Your Life in Retirement

    Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, President of Planning for Life

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

    We often think of retirement planning in terms of the financial factors that will provide financial security, but it requires planning and preparation in all areas of life. This presentation demonstrates how planning is regarded as an essential tool to preparing for both the challenges and opportunities inherent in the retirement experience.
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  • 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.
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  • The Benefits of Staying Productive During Retirement

    Dr. Barbara A. Butrica, PhD, Senior Research Associate, Urban Institute

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

    There are important benefits to staying productive during retirement when productivity is defined as paid work, care giving, and volunteering. Retirement counselors have a unique opportunity to influence the number of engaged older Americans. As the number of engaged retirees increases not only will the individual benefit but so will the economy and all of society.

 


Retirement Education

  • 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®, and 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. 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.
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  • A New Model for Retirement Education and Counseling

    Mary Willett, CRC®, CRA®, and Ruth Helman, Research Director, Mathew Greenwald & Associates

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

    Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
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  • Outsourcing Education Development

    Betty Meredith, CFA, CFP®, CRC®, InFRE Director of Education & Research

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

    More state services are being outsourced due to budget constraints, creating a challenge or pension systems to dedicate resources to researching, designing and piloting new courses. Learn how two mid-sized systems personalized off-the-shelf live and elearning materials and productively implemented retirement income and early/mid-career financial planning education for their members.
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  •  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®, and PACE 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.
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  • Targeted Personalized Communications

    Dr. Richard D. Glass, CEBS, CRC®

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

    Learn how a targeted approach to accomplishing desired employee retirement saving and preparation behavior can improve your employees' appreciation and use of your defined contribution plan.

 


Presentation Skills

  • 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.

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