Retirement Income Management CFP® CE Credit

Retirement Income Management CFP® CE Credit
How can I make my retirement income last as long as I live?


This is the question being asked by the 78 million American baby boomers nearing or in retirement, who expect to live longer than their predecessors, have higher lifestyle expectations, and who have worked a lifetime toward a golden retirement.


As a financial advisor, a service provider, a public or private employer, you are regarded as the expert who can guide current and future retirees through the maze of sometimes contradictory information, while tailoring solutions to the unique circumstances of each individual. Whatever your professional background, you want to know: How can I fortify my retirement income management expertise?


IRRC Courses in Retirement Income Management We are here to help you close the retirement readiness and income management information gap. We have provided training for over 15,000 financial professionals since 2005. The key to success in planning retirement income is to identify and manage the risks and opportunities inherent within each individual's situation. Specialization in intelligent retirement income managment will allow you to develop expertise that few retirement professionals have.


If you are interested in earning CE for certifications in addition to the CFP®, click here to see other credit conferred by these courses.

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2016 10/13 Live Webinar: Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

2016 10/13 Live Webinar: Women and Retirement - Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

1.5 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
2016 10/25 Rebroadcast - A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Sandra Timmermann

2016 10/25 Rebroadcast - 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
2016 11/10 Live Webinar: A Case Study of a Middle Affluent Couple Planning for Retirement Income - Manish Malhotra

2016 11/10 Live Webinar: A Case Study of a Middle Affluent Couple Planning for Retirement Income - Manish Malhotra

1 hr CFP®, CRC®, PACE CE

Observe this case study to see how modeling options and potential solution combinations might increase their likelihood of retirement success.

$39.00
2016 11/22 Rebroadcast - How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

2016 11/22 Rebroadcast - 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
2016 12/08 Live Webinar: Optimal Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

2016 12/08 Live Webinar: Optimal Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

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

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

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
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
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
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
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
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
Introduction to Managing Retirement Income for Professionals - PDF Ebook - Seibert

Introduction to Managing Retirement Income for Professionals - PDF Ebook - Seibert

2.5 hrs CRC® CE
How is planning for retirement income different than it was in the past? Learn of the key challenges facing retirees today.
$79.00
Introduction to Managing Retirement Income - Kevin Seibert

Introduction to Managing Retirement Income - Kevin Seibert

1 hr CFP®, CRC®, PACE CE

Help your clients manage their retirement risks and better meet their retirement income needs whether they be for more income, consistency of income, access to wealth, or legacy desires.

$39.00
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
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
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 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 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 Stage is Set for Serving the Mid-Market - Betty Meredith

The Stage is Set for Serving the Mid-Market - Betty Meredith

1 hr CFP®, CRC®, PACE CE

Gain a better understanding and awareness of the needs, research insights, planning approaches, retirement products, federal regulations that set the stage for serving the needs of this market.

$39.00
Understanding 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'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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