“AI in Action: Exploring the Use of ChatGPT in Retirement Planning”
by Eric Ludwig, PhD, CFP®, Assistant Professor of Retirement Income, RICP® Program Director, Executive Director of the Center for Retirement at The American College of Financial Services
WEBINAR – Thursday, December 7, 2023, 2 – 3 PM EST

The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational efficiency, they also present challenges in integration and understanding. The implications of not harnessing AI effectively can [read more …]

“CFP Board Code of Ethics and Standards of Conduct”
by Darin R. Shebesta, CFP®, AIF®,CAP®, CPFA®, Vice President, Raymond James Financial Services, Inc.
Webinar – Tuesday, December 12, 2023, 2 – 4 PM EST

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective October 1, 2019. [read more …]

“The Psychology of Retirement”
by Robert Laura, CPRC, Retirement Activist
WEBINAR – Thursday, December 14, 2022, 2 – 3 PM EST

What if your biggest retirement threat is not inflation, health care costs, or running out of money?

While these are important, each one pales in comparison to running out of family, friends, good health, and retirement happiness. [read more …]

The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke

“A Holy Grail of Retirement: How to increase income and growth while improving liquidity “
by Curtis Cloke, CLTC, LUTCF, RICP
Webinar – Thursday, December 21, 2023, 1 – 2 PM EST

It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be lost if dying to soon. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals.

During this session, we will address many myths and biases that surround these questions and show you how building a retirement [read more …]

Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio - Russell Wild

“Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio”
by Russell Wild, MBA, Principal of Global Portfolios
Webinar – Wednesday, December 27, 2023, 1–2 PM EST

Many seniors are desiring, and some demanding, that their portfolios not only perform well, but do good. They want to invest with companies that are helping to create a cleaner, safer, more just world. As a result, many investment advisors have been left scratching their heads as to how they can optimize return, minimize risk, and [read more …]

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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 providing input to the content of over 100 national retirement conferences, including Chairing the Task Force for the 2020 and 2021 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.

Learn From Today's Leading-Edge Presenters

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

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

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

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

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

A Conference on Demand Professional development and training for wealth management firms and public sector retirement systems

Client, Employee and Individual Pre-retiree Retirement Smart Education Options

Retirement Smart Consumers An eight-part, weekly broadcast webinar series to help America's near and future retirees holistically make informed retirement decisions.

Retirement Smart Clients Customizable, on-demand webinars for clients of wealth management firms to add value to the services you provide.

Retirement Smart Employees Customizable, on-demand webinars for employer-sponsored retirement plans to improve the retirement readiness of employees.

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.

For more information about any of the above or other needs, please complete the form accessed by clicking on the icon at left and we’ll reach out to you soon!