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Retirement Resource Center - retirement education and training for financial professionals, their clients and consumers

Retirement Resource Center

Where today's experts help you secure retirement

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$250 / Year – Retirement CE Annual Subscription

Save on 50+ courses with a subscription.

Our subscriptions are the easiest and most cost-effective way for retirement professionals like you to become and stay up-to-date with the current thinking in retirement. We offer two subscription levels that each offer full access to all our CE courses (see below). The primary difference is between the number of no-quiz, live or rebroadcast courses available during your subscription.

ANNUAL

Become a Retirement Expert
$ 250 unlimited access for one (1) year
  • 52 opportunities to earn CE without need to take a quiz
PURCHASE NOW - Click here and begin your purchase by entering your email address
Best Value

What is included with the Annual Retirement CE Subscription?

21st Century retirement planning requires financial professionals to take a holistic approach when managing the retirement assets, income, and risks of the mid-market.

Our Professional Development Retirement CE Subscriptions are designed to give you access to up-to-date thinking from today’s industry leaders. Topics and speakers are chosen specifically for the retirement CE needs of financial planners, financial advisers, wealth managers and support staff, call center professionals, and public sector defined benefit, hybrid and defined contribution educators.

With your subscription you receive:

  • Be part of a community of true retirement professionals committed to keeping up on retirement-specific topics and trends
  • All access to twelve (12) monthly live retirement CE webinars and forty (40) rebroadcast webinars, for a no-quiz webinar a week
  • All access to over 50 self-study, on-demand webinars for 365 days; exams required for CE.
  • All access to over 50 presentation handouts for notes.
  • Printable instant results for self-study, on-demand webinar exams
  • Free CFP®, CRC®, reporting ($15 value per course completed) – you self-report American College, ASPPA, other credit
  • Receive notification of quarterly newsletter, Retirement Insight and Trends, for additional retirement CE opportunities
  • Receive monthly reminders to attend 52 live or rebroadcast retirement CE webinars, the easiest way to earn CE
  • Spread your CE time into just an hour a month over 12 months
  • Courses are initially delivered as monthly live webinars when you have the opportunity to ask the expert questions.
  • No exam is required for live webinar attendees to earn CE — the best way to painlessly earn CE throughout the year on topics in which you’re most interested.
  • You earn approximately 20 or more CE credits during your subscription term without the need for additional exams, by attending live and rebroadcast webinars.
  • Shortly after the live broadcast, all webinars then also become available as a recorded webinar course + handout course, making it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life.
  • All access to 50+ on-demand courses for a full year. A printable certificate is available certifying that you successfully earned CE credit after you take a recorded webinar and/or audio course and pass the online quiz.

Whether you choose individual courses or purchase a subscription, we’ll report the continuing education you earn directly to the CFP Board and the International Foundation for Retirement Education (InFRE) on your behalf.  You must self-report for all other designation CE earned.

Ready to get started?

PURCHASE NOW - Click here to start your purchase of a $250 subscription

See our current course list below

Live CFP Ethics CE Webinar

Monthly Live CFP Board Ethics only $25 Included in Subscriptions Above

Upcoming Dates and Times:
Thurs., May 29, 2025 – 2-4 PM ET
Tues., June 25, 2025 – 2-4 PM ET
Thurs., July 24, 2025 – 2-4 PM ET
Tues., August 19, 2025 – 2-4 PM ET
Thurs., September 25, 2025 – 2-4 PM ET
Thurs., October 23, 2025 – 2-4 PM ET
Tues., November 18, 2025 – 2-4 PM ET
Tues., December 9, 2025 – 2-4 PM ET

Darin Shebesta, CFP®, AIF®, CAP®, CPFA®, Instructor 

Only $25! Learn More
CRC® Ethics Course

NEW CRC® Ethics Course Included in Subscriptions Above

Dennis Gatlin, CRC®, Instructor

Only $25! Learn More
PLAN for Retirement Readiness PROTECT the Plan from Retirement Risks PROTECT the Plan from Retirement Risks PROVIDE Retirement Income for Life PROVIDE Retirement Income for Life
Adaptative-based Retirement Spending Jamie Hopkins
REBROADCAST
09/09/2025

5 Critical Social Security Concepts You Should Know to Instantly Elevate Your Credibility
Heather Schreiber
Impact of Retirement Age Uncertainty on Retirement Outcomes David Blanchett
A Holy Grail of Retirement: How to increase income and growth while improving liquidity Curtis Cloke
REBROADCAST
07/24/2025

New Horizons in Estate Planning
Steve Parrish
Adapting Your Communication Style for More Effective Client Relations Joseph Tabers
A Platinum Retirement Challenge - Gray Divorce Lili Vasileff
Lifetime Income: A License to Spends David Blanchett
Advanced Annuity and Tax Strategies for Retirement Income Curtis Cloke
No Portfolio is an Island David Blanchett
AI in Action: Exploring the Use of ChatGPT in Retirement Planning Eric Ludwig
Advance Care Planning: A Critical Component for Building Client Relationships Paul Malley
Maximizing Retirement Success: Beyond Assets and Liabilities Chia-Li Chien
Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement Barry Sacks
REBROADCAST
07/08/2025

Redefining the Optimal Retirement Income Strategy
David Blanchett
Behavioral Finance: Why Do We Do the Things We Do Michael Wilson
Advisor's Guide to Medicare: Protect Your Client's Healthcare Rights and Retirement Savings Emily Gang
REBROADCAST
05/20/2025

Maximizing Social Security Benefits
Mary Beth Franklin
Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions Andrew Shedlock
REBROADCAST
06/04/2025

Retirement Income Using Charitable Strategies
Tiffany House
LIVE WEBINAR
05/15/2025

Confidence Counts: How Advisors Boost Retirement Readiness
Eric Ludwig
Age Wave: Meeting the Elder Planning Needs of Today’s Retiree Bob Mauterstock
REBROADCAST
07/30/2025

Medicare Mastery: Integration Strategies for Comprehensive Financial Planning
Ari Parker
Determining Your Client’s Retirement Income Style Wade Pfau
Retire with More - Tax-Advantaged Business Sales Tiffany House
Estimating the True Cost of Retirement David Blanchett
Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients Quinn Kennedy
Protecting Seniors from Identity Theft and Scams
Steve Weisman
Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries Denise Appleby
REBROADCAST
08/13/2025

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
Denise Appleby
Grief Literacy for Financial Advisors: Engaging the Bereaved Client Kathi Balasek
Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients Heather Schrieber
The “Shadow Caregiving System” Carroll Golden
Guaranteed Income: The Forgotten Household Assets David Blanchett
Snowbirding – Living in More Than One Location in Retirement Steve Parrish
Retirement Planning Beyond the Dollars and Cents Robert Laura
REBROADCAST
05/28/2025

Digital Estate Planning: Afterlife in the Cloud
Jamie Hopkins
Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce Barry Sacks
How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies Wade Pfau
Strategies for the Great Wealth Transfer Tiffany House
REBROADCAST
09/03/2025

The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition
Dorian Mintzer
Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning - Trusts, Benefits and ABLE Derek Graham
Understanding How Different Types of Annuities Work Wade Pfau
Incorporating the Housing Asset in Retirement Income Planning Shelley Giordano
REBROADCAST
08/05/2025

The New Retirement Reality
Michael Finke
The Psychology of Retirement Robert Laura
REBROADCAST
07/25/2025

How to Use Reverse Mortgages to Secure Your Retirement
Wade Pfau
Women Vulnerable in Retirement: Housing Wealth Solutions Shelley Giordano
REBROADCAST
06/11/2025

Navigating the Critical Ages of Retirement Income Planning
Heather Schreiber
Through the Looking Glass: Three Popular Retirement Income Philosophies Jamie Hopkins

Retirement education, training and resources that builds retirement security.

Your one-stop retirement resource for financial services companies, wealth management firms, employers, public sector retirement systems, financial advisors, and future retirees.

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Related Sites

Retirement Speakers Bureau
Retirement InSight and Trends

Online Retirement CE Courses for Individuals

  • CFP®, American College, CRC®, CRPC, RMA, ASPPA, and Other CE Webinar and On-demand Courses
  • Upcoming Webinars Calendar
  • $125 / 90 Days Retirement CE Subscription. Includes 12 live or rebroadcast no quiz webinars
  • $250 / Year – Retirement CE Annual Subscription. Includes 52 live or rebroadcast no-quiz webinars
  • Store for Single On-demand Courses
  • CFP®, American College, CRC®, CRPC, RMA, ASPPA, and Other CE Webinar and On-demand Courses
  • Upcoming Webinars Calendar
  • $125 / 90 Days Retirement CE Subscription. Includes 12 live or rebroadcast no quiz webinars
  • $250 / Year – Retirement CE Annual Subscription. Includes 52 live or rebroadcast no-quiz webinars
  • Store for Single On-demand Courses

Group Learning Professional Development Options

  • Retirement Speakers Bureau
  • Custom Retirement Conference On-Demand for Financial Advisors
  • Custom Retirement Conference On-Demand for Public Sector Retirement Systems
  • Client Events for Wealth Management Firms
  • CRC® Certification
  • Retirement Speakers Bureau
  • Custom Retirement Conference On-Demand for Financial Advisors
  • Custom Retirement Conference On-Demand for Public Sector Retirement Systems
  • Client Events for Wealth Management Firms
  • CRC® Certification

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