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 providing input to the content of over 100 national retirement conferences, including Chairing the Task Force for the 2020, 2021, and 2023 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:
- Consumer or professional development content marketing programs
- Continuing education courses for professional retirement designations
- Retirement training for your wealth managers, retirement counselors or call center staff, or
- Speakers for client and employee education,
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.
![Retirement Resource Center](https://www.retirement-resource-center.com/wp-content/uploads/IRRC_600x600-06.13.2023.jpg)
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.
![](https://www.retirement-resource-center.com/wp-content/uploads/138389062_s-768x512.jpg)
Many of our speakers address both consumers/ employees and professionals which creates a common language and understanding for more productive retirement planning.
Upcoming Webinars
![](https://www.retirement-resource-center.com/wp-content/uploads/Applyby-Rollover-and-Transfer-Rules-for-Beneficiaries535a-300x300.jpg)
07/31/2024 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts Rebroadcast at 2-3 PM EDT
![](https://www.retirement-resource-center.com/wp-content/uploads/Parrish-New-Horizons-in-Estate-Planning250.jpg)
08/07/2024 New Horizons in Estate Planning Rebroadcast
![](https://www.retirement-resource-center.com/wp-content/uploads/Pfau-How-to-use-Reverse-Mortgages-to-Secure-Your-Retirement250.jpg)
08/19/2024 How to Use Reverse Mortgages to Secure Your Retirement Rebroadcast at 1-2 PM EDT
![CFP Ethics only $19](https://www.retirement-resource-center.com/wp-content/uploads/Shebesta-CFP-Board-Code-of-Ethics-and-Standards-of-Conduct250d.jpg)
08/22/2024 CFP Board Code of Ethics and Standards of Conduct Live Webinar – Only $19
![](https://www.retirement-resource-center.com/wp-content/uploads/Hopkins-Adaptive-Based-RetirementSpending250.jpg)
08/27/2024 – Adaptative-based Retirement Spending Rebroadcast at 3-4 PM EDT
![Retirement Planning Beyond the Dollars and Cents - Robert Laura](https://www.retirement-resource-center.com/wp-content/uploads/Laura-Retirement-Planning-Beyond-the-Dollars-and-Cents250.jpg)
09/04/2024 Retirement Planning Beyond the Dollars and Cents Rebroadcast at 2-3 PM EDT
![No Portfolio Is An Island – David Blanchett](https://www.retirement-resource-center.com/wp-content/uploads/Blanchett-No-Portfolio-Is-An-Island250provide.jpg)
09/09/2024 No Portfolio Is An Island Rebroadcast
![](https://www.retirement-resource-center.com/wp-content/uploads/Finke-The-New-Retirement-Reality250.jpg)
09/16/2024 The New Retirement Reality Rebroadcast at 1-2 PM EDT
![](https://www.retirement-resource-center.com/wp-content/uploads/Appleby-SECURE-Acts-Definitive-Roadmap-to-Distribution-Options-for-Inherited-IRAs250.jpg)
10/02/2024 SECURE Act’s Definitive Roadmap to Distribution Options for Inherited IRAs Rebroadcast at 2-3 PM EDT
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 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!
Advisor, RIA, and Public Sector Retirement Education and Training Options
![About 'The Platinum Retirement Challenge'](https://www.retirement-resource-center.com/wp-content/uploads/105664467_s.jpg)
![About 'Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects'](https://www.retirement-resource-center.com/wp-content/uploads/105664467_s.jpg)
![About 'Where Senior Living and Retirement Planning Intersect, Opportunities Emerge'](https://www.retirement-resource-center.com/wp-content/uploads/105664467_s.jpg)
![About 'Reverse Mortgage Strategies for the Middle Market'](https://www.retirement-resource-center.com/wp-content/uploads/105664467_s.jpg)
![About 'Optimal Retirement Income Solutions in Defined Contribution Retirement Plans' by Steve Vernon, FSA & Wade Pfau, PhD, CFA](https://www.retirement-resource-center.com/wp-content/uploads/105664467_s.jpg)