Employers

Stage 2 - Employers

Your most valuable asset is the trained workforce that comprises the life-blood of your organization. Your employees work through their careers looking forward to fulfilling their golden years with the accumulated earnings their years with you have provided. How can you help them realize their objectives?

Be sure that your HR folks have the knowledge necessary to guide your employees on the correct retirement pathway. We offer a variety of learning courses that can be delivered individually via print, online, and audio media. We also offer live workshops that can be tailored specifically to larger groups.

Our Introduction to Managing Retirement Income Live Workshop is industry standard for your support staff to learn the issues specific to retirement accumulation.

The Strategies for Managing Retirement Income Live Workshop details best-practices six-step process that will make your advisors industry leaders in this specialty.

Review the course selections below and select the products or packages that work best for you.

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CRC® #1: Fundamentals of Retirement Planning

InFRE CRC® Course #1 provides techniques for understanding the broad variety of factors that can affect a client's retirement goals. You will also learn methods for motivating and educating clients on the need to save for retirement.

$125.00

CRC® #2: Fundamentals of Investments

InFRE CRC^® Course #2 teaches the basic investment concepts and terminology you need to help your clients with goal-appropriate investing.

$125.00

CRC® #3: Fundamentals of Retirement Plan Design

InFRE CRC^® #3 teaches you the concepts needed to guide your clients in maximizing assets within different types of retirement plans.

$125.00

CRC® #4: Fundamentals of Retirement Income Planning

This guide presents a well-developed retirement planning process that encompasses the entire spectrum of retirement planning from the individual’s point of view of accumulation as a worker to distribution as a retiree.

$125.00

Fundamentals of Retirement Income Live One-day Training Course by InFRE

If a certification isn't what you need, and training is, check out the Certificate in Fundamentals of Retirement Incomes course. This one day training course is perfect for home office or support staff.

$6,000.00

Fundamentals of Retirement Investments Live One-day Training Course by InFRE

If a certification isn't what you need, but training is, check out the Certificate in Fundamentals of Retirement Investments course. This one day training course is perfect for home office or support staff.

$6,000.00

Fundamentals of Retirement Plan Design Live One-day Training Course by InFRE

If a certification isn't what you need, but professional development or training is, check out the Certificate in Fundamentals of Retirement Plan Design course. This one day training course is perfect for groups of home office or support staff.

$6,000.00

Fundamentals of Retirement Planning Live One-day Training Course by InFRE

If a certification isn't what you need for a group of people, but training is, check out this Certificate in Fundamentals of Retirement Planning course. This one day training course is perfect for home office or support staff.

$6,000.00

Introduction to Managing Retirement Income Elearning

*1.5 hours of CRC^® and 1.0 CFP^® CE*

How is planning for retirement income different than it was in the past? Learn of the key challenges retirees facing today.

$29.00

Introduction to Managing Retirement Income for Professionals PDF Ebook

How is planning for retirement income different than it was in the past? What do pre-retirees need to be aware of before they retire from their job, take Social Security or their pension? Learn of the key challenges facing retirees today.

$79.00

Introduction to Managing Retirement Income Live Workshop

Perfect for regional sales meetings, this 1 hour overview shows advisors and staff how distribution planning differs from accumulation planning because of the challenges and risks of managing income over a period of uncertain length and expense.

$4,000.00