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Retirement Resource Center
Where today's experts help you secure retirement
Pick a CFP Ethics date and purchase now for $25 Overall Rating: 4.9/ 5 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta Upcoming Dates and Times: Tues., January 13, 2026 – 1-3 PM ET Thurs., February 26, 2026 – 2-4 PM ET Tues., March 17, 2026 – 1-3 PM ET Thurs., …
Buy now for $29 Overall Rating: 4.6 / 5 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts – Denise Appleby The New York Times projects $16 trillion will be transferred to beneficiaries over the next ten years. With over $35 trillion held in tax-deferred retirement accounts- most of which is owned by …
Buy now for $29 Overall Rating: 4.8 / 5 Advising Clients on Rental Income Properties – Rich Arzaga This program is tailored for professional advisors seeking to deepen their expertise in guiding clients on rental income properties. By focusing on the often-overlooked complexities of this asset class, the presentation will address the risks to a …
Buy now for $29 Overall Rating: 4.6 / 5 Retirement Income Using Charitable Strategies – Tiffany House There are many options to help your clients with retirement income, and charitable tools are a hot topic after the Secure 2.0 Act. In this presentation, we will explore tools that can enhance income through tax savings and …
Buy now for $29 Overall Rating: 4.6/ 5 Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce – Barry Sacks Silver Divorce (where one or both parties are over age 55) is on the rise. Key issues of Silver Divorce are the division of assets, providing adequate retirement income for …
Buy now for $29 Overall Rating: 4.6 / 5 Maximizing Social Security Benefits – Mary Beth Franklin Social Security benefits represent one of the few sources of inflation-adjusted, guaranteed income that retirees can count on for life. Deciding when and how to claim Social Security benefits is one of the most important decisions that retirees …
Buy now for $29 Overall Rating: 4.0 / 5 Confidence Counts: How Advisors Boost Retirement Readiness – Eric Ludwig Despite growing complexity in retirement planning, many Americans still approach this stage with uncertainty and anxiety. The 2023 Retirement Income Literacy Survey (RILS) reveals gaps in both knowledge and confidence among pre-retirees and retirees. These gaps …
Buy now for $29 Overall Rating: 4.1 / 5 A Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke Understanding what retirees want and what keeps them up at night are major elements for financial professionals to resolve and solve for their pre-and-post retiree clients. It is important …
Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The …
Buy now for $29 Overall Rating: 4.5 / 5 Lifetime Income: A License to Spend – David Blanchett Deciding how much to spend from savings in retirement is complicated given uncertain lifespans, asset returns, inflation, etc. This presentation explores the concept that lifetime income can gives retirees a “license to spend” whereby households with a …
Buy now for $29 Overall Rating: 4.7 / 5 Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at an alarming rate because they aren’t prepared …
Buy now for $29 Overall Rating: 4.3 / 5 The “Shadow Caregiving System” – Carroll Golden What is the “Shadow Caregiving System”? How is it affecting multiple generations’ financial stability and investments? Incorporating extended or long-term care in a financial plan requires a difficult conversation. Starting the conversation is not enough. Regardless of how a …
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.
