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Retirement Resource Center
Where today's experts help you secure retirement
Buy now for $29 Overall Rating: 4.9 / 5 New Horizons in Estate Planning – Steve Parrish Estate planning is part of financial and retirement planning. There are new estate planning considerations for financial professionals in light of the pandemic, the SECURE Act and proposed legislation, and an increasing emphasis on living versus death estate …
Buy now for $29 Overall Rating: 4.8 / 5 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning – Ari Parker Medicare’s complex structure can have a significant impact on your client’s retirement plan. It is important for advisors to use a Three P’s method when helping clients choose between traditional Medicare and Medigap Plans, and …
Buy now for $29 Overall Rating: 4.4 / 5 The New Retirement Reality – Michael Finke Advisors often view retirement income planning through the lens of the 4% rule but changes in longevity and a lower-return environment challenge conventional wisdom about safe withdrawal rates. This presentation will discuss what it means to take risk with …
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: 5 / 5 Addressing the Human Side of Financial Planning – Annalee Kruger Attendees will learn about the real-life situations their clients are in, that the advisor likely is not addressing. Aging, caregiving, dementia/chronic disease, and the realities of needing senior care impact nearly every household, including the clients …
Buy now for $29 Overall Rating: 4.4 / 5 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer In the 21st Century, the landscape of retirement is changing. People are living longer and retirement is no longer thought of as a destination, but as a transition: with an …
Buy now for $29 Overall Rating: 4.9 / 5 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility – Heather Schreiber Social Security is, for most retirees, the foundation of a solid retirement income plan. Yet, many pre-retirees lack critical information to make an informed claiming decision. Relying on an under-resourced …
Buy now for $29 Overall Rating: 4.7 / 5 AI in Action: Exploring the Use of ChatGPT in Retirement Planning – Eric Ludwig The retirement planning landscape is rapidly evolving with the advent of AI technologies. While these tools, like ChatGPT, offer promising enhancements in client communication and operational efficiency, they also present challenges in …
Buy now for $29 Overall Rating: 4.6 / 5 Retire with More – Tax-Advantaged Business Sales – Tiffany House We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds will …
Buy now for $29 Overall Rating: 4.4 / 5 Understanding How Different Types of Annuities Work – Wade Pfau Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace …
Buy now for $29 Overall Rating: 4.9 / 5 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Derek Graham Parents of a child with developmental disabilities have a variety of financial implications to consider. From waivers to government benefit programs, parents need to understand how their actions (or …
Buy now for $29 Overall Rating: 4.8 / 5 Grief Literacy for Financial Advisors – Kathi Balasek, MA As baby boomer women outlive their husbands, it will change who makes the financial decisions for an increasing percent of an advisor’s client base. Financial advisors who work with women and/or current widows may be ill-equipped in …
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.
