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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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$125 / 90 Days – Retirement CE 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. 

90 DAYS

Save on Continuing Education
$ 125 for 90 days access
  • Ideal for when you need four (4) to ten (10) CE credits
PURCHASE NOW - Click here and begin your purchase by entering your email address
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What is included with the 90 DAY 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:

  • Access to all weekly no-quiz live/rebroadcast retirement CE webinars held during 90 days subscription (approximately twelve)
  • 24/7 full access to 50+ on-demand retirement CE courses, quiz required for CE
  • All access pdf presentation handouts for notes on all courses
  • All access to 50+ self-study, on-demand webinars to listen while driving, exercising, etc. for 90 days
  • At the end of your 90 days, the option to purchase another nine months of access to 39 more no-quiz, live/rebroadcast retirement CE courses for only $125!
  • 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 12 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.
  • 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 $125 subscription

See our current course list below

Live CFP Ethics CE Webinar

Monthly Live CFP Board Ethics only $25 if purchased separately Included in Subscriptions

Upcoming Dates and Times:
Tues., August 19, 2025 – 2-4 PM ET
Thurs., September 25, 2025 – 2-4 PM ET
Tues., October 21, 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 Below

Dennis Gatlin, CRC®, Instructor

Only $25! Learn More

PLAN for Retirement Readiness

Adaptative-based Retirement Spending - Jamie Hopkins

Adapting Your Communication Style for More Effective Client Relations - Joseph Tabers

Eric Ludwig, PhD, CFP, AI in Action Retirement Planning

AI in Action: Exploring the Use of ChatGPT in Retirement Planning - Eric Ludwig

Michael Wilson CFP Behavioral Finance

Behavioral Finance: Why Do We Do the Things We Do - Michael Wilson

Confidence Counts: How Advisors Boost Retirement Readiness - Eric Ludwig

Grief Literacy for Financial Advisors: Engaging the Bereaved Client - Kathi Balasek

Retirement Planning Beyond the Dollars and Cents - Robert Laura

Retirement Planning Beyond the Dollars and Cents - Robert Laura

REBROADCAST
09/03/2025

The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition - Dorian Mintzer

REBROADCAST
12/03/2025

The Psychology of Retirement - Robert Laura

Through the Looking Glass: Three Popular Retirement Income Philosophies - Jamie Hopkins

PROTECT the Plan from Retirement Risks

REBROADCAST
09/09/2025

5 Critical Social Security Concepts You Should Know to Instantly Elevate Your Credibility - Heather Schreiber

The Platinum Retirement Challenge - Gray Divorce - Lili Vasileff

REBROADCAST
10/22/2025

A Platinum Retirement Challenge - Gray Divorce - Lili Vasileff

LIVE WEBINAR
08/21/2025

Actions Beyond Retirement Planning for Money Protections with Memory Loss - Christine Moriarty

REBROADCAST
08/27/2025

Addressing the Human Side of Financial Planning: Vulnerabilities to AUM - Annalee Kruger

Advance Care Planning: A Critical Component for Building Client Relationships - Paul Malley

Advance Care Planning: A Critical Component for Building Client Relationships - Paul Malley

REBROADCAST
10/01/2025

Advisor's Guide to Medicare: Protect Your Client's Healthcare Rights and Retirement Savings - Emily Gang

Age Wave: Meeting the Elder Planning Needs of Today’s Retiree - Bob Mauterstock

Quinn Kennedy, PhD, Aging and Cognitive Impairment

Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients - Quinn Kennedy

REBROADCAST
12/23/2025

Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients - Heather Schrieber

Digital Estate Planning: Afterlife in the Cloud - Jamie Hopkins

Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning - Trusts, Benefits and ABLE - Derek Graham

How to Use Reverse Mortgages to Secure Your Retirement - Wade Pfau

Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

Impact of Retirement Age Uncertainty on Retirement Outcomes - David Blanchett

Lifetime Income: A License to Spends - David Blanchett

Maximizing Retirement Success: Beyond Assets and Liabilities - Chia-Li Chien

Maximizing Social Security Benefits - Mary Beth Franklin

Medicare Mastery: Integration Strategies for Comprehensive Financial Planning - Ari Parker

REBROADCAST
11/04/2025

Protecting Seniors from Identity Theft and Scams - Steve Weisman

The “Shadow Caregiving System” - Carroll Golden

Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce - Barry Sacks

Understanding How Different Types of Annuities Work - Wade Pfau

Women Vulnerable in Retirement: Housing Wealth Solutions - Shelley Giordano

PROVIDE Retirement Income for Life

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 - Curtis Cloke

Advanced Annuity and Tax Strategies for Retirement Income - Curtis Cloke

Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement - Barry Sacks

Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions - Andrew Shedlock

Wade Pfau, PhD, CFA, Determining Your Client's Retirement Income Style

Determining Your Client’s Retirement Income Style - Wade Pfau

REBROADCAST
12/17/2025

Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries - Denise Appleby

David Blanchett PhD, CFA, CFP, Guaranteed Income: The Forgotten Household Asset

Guaranteed Income: The Forgotten Household Assets - David Blanchett

LIVE WEBINAR
09/16/2025

How Much Can I Really Withdraw? Navigating Safe Retirement Spending in Today’s Market - Eric Ludwig

ncome Strategies – Wade Pfau

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies - Wade Pfau

Shelley Giordano Incorporating the Housing Asset in Retirement Income Planning

REBROADCAST
10/07/2025

Incorporating the Housing Asset in Retirement Income Planning - Shelley Giordano

Navigating the Critical Ages of Retirement Income Planning - Heather Schreiber

New Horizons in Estate Planning - Steve Parrish

No Portfolio Is An Island – David Blanchett

No Portfolio is an Island - David Blanchett

Redefining the Optimal Retirement Income Strategy - David Blanchett

Retirement Income Using Charitable Strategies - Tiffany House

Retire with More - Tax-Advantaged Business Sales - Tiffany House

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

Snowbirding – Living in More Than One Location in Retirement - Steve Parrish

REBROADCAST
11/12/2025

Strategies for the Great Wealth Transfer - Tiffany House

The New Retirement Reality - Michael Finke

Retirement education, training and resources that build retirement security.

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

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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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