Retirement Education, Training and Presentations for Advisors, Clients and Employees

We are a retirement-specific education and training company for CFP® Certification continuing education (CE), client appreciation events, educational content marketing programs, internal training, and broker-dealer or association conferences.

We have 30 years of experience contributing to the content of over 100 national retirement conferences, including Chairing the Task Force for the 2020, 2021, and 2022 National Financial Planning Association Conferences.

Our network of over 40 speakers effectively delivers high-quality, thought-leadership content that helps advisors, consumers and employees make informed retirement decisions. Whether you need:

our speakers provide presentations on the topics of retirement income management, the mitigation of retirement risk, and maintaining retirement quality of life.

Our goal is to cost-effectively aggregate the insight and guidance of today’s leading experts for you through in-person presentations, live and rebroadcast CE webinars, and on-demand courses so consumers/ employees can become prepared to work with advisors, and advisors can more effectively identify and serve the retirement readiness and income planning needs of their clients.

Experience High-Quality Retirement Planning Education

Retirement planning should be holistic. It’s not just financial readiness at the time of retirement or taking an annual income from an investment portfolio, leaving the retiree to assume all retirement risks.

Presentations and speakers are grouped into three dimensions within retirement and income planning:

PLANNING for retirement readiness (happiness, engagement, wealth)
PROTECTING the plan from retirement risks (healthcare and aging, longevity, long-term and advance care planning)
PROVIDING retirement income that lasts a lifetime (retirement income planning, Social Security strategies, tax withdrawal strategies, reverse mortgages)

All CE presentations are approved for CFP® CE credit by the CFP Board and are therefore accepted for credit by other financial and retirement designations such as the

Certified Retirement Counselor® (CRC®),
CRPC (Chartered Retirement Planning Counselor) and other College for Financial Planning designations credit
American College Professional Achievement in Continuing Education recertification credits for CLU®, ChFC®, RICP®, CASL credit,
Investment and Wealth Institute certifications such as Retirement Management Analyst (RMA) credit,
Personal Financial Specialist (PFS) Continuing Professional Development (CPD) credit,
American Retirement Association CE credit (ARA) for the American Society of Pension Professionals & Actuaries (ASPPA) and other certifications,
Professional fiduciaries, and more!

Financial Advisor, RIA, Public Sector, and Consumer Retirement Education and Training Options

CFP and Other Certification CE Subscriptions. Be their advisor of choice with our convenient and valuable weekly retirement CE courses.

Retirement Essentials Training 12-week retirement and retirement income planning education and training webinar series for those who need education, not CE.

A Retirement Conference on Demand Professional development and training for brokerage, wealth management firms, and support staff.

Public Sector Retirement Plans customized education and training professional development webinars

Retirement Speakers Bureau Retirement speakers for your next conference, client event, or internal professional development program

Women and Retirement - Promote your organization and generate leads as a sponsor of women’s virtual events.

Retirement Education and Training Solutions From Today's Leading-Edge Presenters

We “hand-select” each speaker and topic for your retirement education and training needs, and specific audience. We vet each speaker based on today’s accepted retirement industry practices, so you receive conflict-free information you can trust.

Many of our speakers address both consumers/ employees and professionals which creates a common language and understanding for more productive retirement planning.

Upcoming Webinars

11/13/2024 Maximizing Social Security Benefits Live Webinar at 2-3 PM EST

11/19/2024 CFP Board Code of Ethics and Standards of Conduct Live Webinar – Only $19

11/20/2024 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Rebroadcast at 2-3 PM EST

11/25/2024 Lifetime Income: A License to Spend Rebroadcast at 1-2 PM EDT

12/04/2024 Through the Looking Glass: Three Popular Retirement Income Philosophies Rebroadcast at 2-3 PM EST

12/09/2024 Behavioral Finance: Why Do We Do the Things We Do Rebroadcast at 1-2 PM EST

12/23/2024 Strategies for the Great Wealth Transfer Rebroadcast at 1-2 PM EST

I have been dealing with this issue with clients for some time now. It was great to get a further, deeper dive, into the gray divorce issues.

Social Security is a very integral part of the retirement income for the majority of Americans especially now that pensions are practically non-existent. It is important to explore opportunities to enhance retirement income for our clients and members.

Gained a better understanding how CCRC communities can work and also the various levels of services by type of care community, as well as the pros/cons of staying in the home.

This was a great presentation that will provide much more in the way of my own research as I look at alternative ways to help people fund their retirement... Thank you so much!

Thanks so much for covering different strategies and potential outcomes. I found this very helpful and practical.