What is included with the Annual Premier Retirement CE Subscription?

The new retirement environment 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. Subjects 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.

Annual Premier

$199

per year

  • 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 twelve (40) rebroadcast webinars, or a no-quiz webinar a week
  • All access to over 60 self-study, on-demand webinars for 365 days; exams required for CE
  • All access to over 60 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

$199 Register & Purchase Now!

 
30 Day Risk-Free Guarantee

30 Day Risk-Free Guarantee

30 Day Risk-Free Guarantee

Your satisfaction is guaranteed.

We know that you will be pleased with your purchase of any of our courses or subscription products.
If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with on-demand courses?

We help you be sure you’re comfortable navigating our online system.
We pride ourselves on our work to make our courses and subscriptions user-friendly. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

 

Choose from 60+ high-quality, informative webinars by today's leading experts.

A - HH - NO - TT - Z

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby

Housing for Retirees: Buy, Sell or Hold?
Michael Falk

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Cindy Hounsell

A 21st Century Connection: Health and Wealth
Ron Mastrogiovanni

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement
Mathew Greenwald and Cindy Levering

Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen
REBROADCAST
08/02/2019

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
Sandra Timmermann
REBROADCAST
07/01/2019

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies
Wade Pfau
REBROADCAST
08/05/2019

Plan for the 21st Century Retirement
Steve Vernon

The Stage is Set for Serving the Mid-Market
Betty Meredith

Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival
Bruce McPherson
REBROADCAST
07/09/2019

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies
William Meyer

Principles of Effective One-to-One Communication

Joe Tabers
REBROADCAST
09/06/2019

The Value of Safe Home Care
Phil Bongiorno
REBROADCAST
08/28/2019

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

How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon

Protecting Your Clients From Financial Abuse
Bob Mauterstock

Three Steps to Helping Clients Manage Health Care Costs in Retirement
David Armes
LIVE WEBINAR
06/18/2019

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

How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis
Annalee Kruger

Protecting Your Clients from Financial Elder Fraud
David Kessler

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

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo

Integrating Home Equity and Retirement Savings through the "Rule of 30"
Neuwirth and Sacks

Retirement as a Time to Reinvent, Rewire, and Renew

Diane Savage

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Denise Appleby

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies
Roy Ramthun and Aaron Benway

Introduction to Managing Retirement Income
Kevin Seibert

Retirement Happiness: Planning for a Successful Transition

John Nelson

Understanding Communication Styles

Joe Tabers


Changing Behavior or Changing Attitudes

Diane Savage

Investing in Bonds in a Rising Rate Environment
Greg Prost

Retirement Planning Beyond the Dollars and Cents
Robert Laura

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
John Nelson

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
Amber Woodland

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement

Michael Falk

Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer
Shelley Giordano

What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Sandra Timmermann

Enough About the Assets Already!

Michael Falk

Maximizing Your Clients’ Social Security
Matthew Allen

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects
Heather Schreiber

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding

Estimating the True Cost of Retirement
David Blanchett

Medicare 101 – The As, Bs, Cs, and Ds of Medicare
Erin Fisher

Tax-Efficient Draw Downs in Retirement
Stephen Horan

Women and Retirement
Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra

Misperceptions and Management of Retirement Risks
Carol Bogosian
REBROADCAST
08/20/2019

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

Year-end Planning and Compliance Requirements for IRAs
Denise Appleby

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
Michael Sullivan

Money for Life: Help your plan participants avoid going broke in retirement
Steve Vernon

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups

Greenwald and Bogosian

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau
REBROADCAST
07/23/2019

No Portfolio is an Island
David Blanchett

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin
REBROADCAST
06/26/2019

Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives
Lori Bitter

Off With Your (Rule of) Thumbs!
Michael Falk
REBROADCAST
09/09/2019

The Holy Grail of Retirement: How to increase income and growth while improving liquidity
Curtis Cloke
 
CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

What you’ll receive as a 365 Day / $199 Subscriber:

  • 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 60+ 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.
 

Choose courses from any of the retirement topic categories that interest you the most:

 
 
 
Upcoming No-Quiz Ask-the-Presenter Live Webinars
06/18/2019 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Live Webinar – Learn more

...

06/26/2019 Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives – Lori Bitter – Rebroadcast – Learn more

...

07/01/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Learn more – Rebroadcast

...

 
 
 

Still deciding? Compare retirement CE subscription levels – $99/90 days or $199/Year – which level is best for you?

With both the $99/90 Day and $199/Year Subscription levels you receive:

  • Worry-Free monthly CE! FULL benefits at a guaranteed low price for as long as you remain a Subscriber.
  • Meet CFP®, CRC®, ASPPA, American College and other CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty.
  • Unlimited access to 60+ live webinars, self study on-demand webinar courses, with CFP®, CRC®, ASPPA, American College and other CE credit available.
  • View alphabetical list of all courses
 
Single courses - $29 each

No-quiz webinars and on-demand CE courses

Choose individual courses you prefer from more than sixty no-quiz live/rebroadcast webinars or on-demand courses with quiz for CFP®, CRC®, ASPPA, American College, and other CE credit – $29 each.
See individual courses here.

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60+ Courses - 90 Days - $99

All Access Retirement CE Subscription – 90 Days for $99

Save on CE with all access to all 60+ on-demand courses! You also receive access to all no-quiz live webinars and rebroadcasts held within your 90 day subscription, only $99 for 90 Days.
Learn more: 60+ courses – 90 Days/$99

90 Days/$99 Purchase Now!
60+ Courses - 365 Days - $199

Annual Premier Retirement CE Subscription – Year $199

Easiest way to earn CE! Attend monthly no-quiz live and weekly rebroadcast webinars, with full access to all 60+ on-demand retirement CE courses and presentation notes for an entire year, Pain-free CE just $199 for 365 Days.
Learn more: 60+ courses – 365 Days/$199

365 Days/$199 Purchase Now!