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Retirement Resource Center
Where today's experts help you secure retirement
Buy now for $29 Overall Rating: 4.5 / 5 Strategies for the Great Wealth Transfer – Tiffany House The great wealth transfer is happening over the next 10-25 years, yet many advisors miss crucial opportunities to not only assist their clients but also to strengthen relationships and engage the next generation. It is important for …
Buy now for $29 Overall Rating: Not yet rated The Money and Memory session is specifically designed for financial and long-term planners to help people with the financial realities that many will encounter. By preparing for the possibilities ahead, individuals can live through retirement with a peace of mind around their financial reality. As cognitive …
Buy now for $29 Overall Rating: 4.9 / 5 The Psychology of Retirement – Robert Laura 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. It is …
Buy now for $29 Overall Rating: 4.9 / 5 Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries – Denise Appleby The IRS issued its highly anticipated final regulations for required minimum distributions on July 19, 2024. These regulations incorporate rules from both the SECURE Act and SECURE 2.0 Act. With …
Buy now for $29 Overall Rating: 4.7 / 5 Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients – Heather Schreiber By 2045, 80 trillion dollars is projected to shift from older generations to younger ones, with a sizeable portion flowing into the hands of women. Despite their increasing financial influence, women continue …
Buy now for $29 Overall Rating: 4.8 /5 Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients – Quinn Kennedy Approximately 25% of adults aged 65 and older are living with either Mild Cognitive Impairment or Alzheimer’s disease/related dementias. Thus, a significant portion of …
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: 4.7 / 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 …
Buy now for $29 Overall Rating: 4.5 / 5 Determining Your Client’s Retirement Income Style – Wade Pfau As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged, and it is hard for retirees to identify which strategies …
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