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Retirement Resource Center
Where today's experts help you secure retirement
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 …
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., August 18, 2026 – 2-4 PM ET Thurs., September 24, 2026 – 1-3 PM ET Thurs., October 22, 2026 – 2-4 PM ET Tues., …
Buy now for $29 Overall Rating: Not yet rated Any financial plan is only as good as its assumptions. Four key retirement realities that are often overlooked by financial advisors when developing a financial plan that can significantly impact retirement projections and corresponding recommendations, include that retirees tend to retire early (and suddenly), most retirees …
Buy now for $29 Overall Rating: 5 / 5 Serving Those Who Served: Military & Veteran Retirement Planning for Advisors – Dr. Chet Bennetts A growing share of our clients are military service members, veterans, and their families who retire with a benefits package unlike anything in the civilian world. These benefits don’t behave like …
Buy now for $29 Overall Rating: 4.7 / 5 Redefining the Optimal Retirement Income Strategy – David Blanchett Despite significant advances in computing power and a relatively extensive body of research on the nature of retirement, assumptions in retirement research and income planning tools have evolved only modestly over the last 30 years. Improving our …
Buy now for $29 Overall Rating: 4.6 / 5 Johnson–Introduction-to-Nonqualified-Stock-Options-(NQSOs) – Daniel Johnson Employees increasingly receive a significant portion of compensation in the form of nonqualified stock options, particularly in public companies. Many do not understand how NQSOs work, when income is triggered, how basis is established, or how exercise timing and methods affect taxes …
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 How Women Think About Money and Why It Matters in Retirement – Cary Carbonaro Women do not need less sophisticated advice. They need advice that connects the numbers to their lives. This CFP®-focused course helps advisors understand how women often view money through the lens of …
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 Federal Employees Retirement Benefits Overview – Emmanuel Eliason This session will help attendees understand the Federal Employee Retirement landscape by providing an overview of the key aspects of Federal Employee Retirement benefits. It will also equip attendees with key factors affecting federal employees during retirement. Additionally, …
Buy now for $29 Overall Rating: 4.4 / 5 Women Vulnerable in Retirement: Housing Wealth Solutions – Shelley Giordona Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, experiencing gray divorce or solo aging. Most retired women are homeowners. They can be more retirement secure and …
Buy now for $29 Overall Rating: 5 / 5 High Deductible Plan G + Combo Strategy: A Smarter Medigap Approach for 2026 – Cameron Giardini As Medigap premiums continue to rise at historically aggressive rates — with Plan G averaging 9% annual increases and Plan N at 7.5% — advisors and their clients face 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.
