Home | About Us | Contact Us
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., October 21, 2025 – 2-4 PM ET Tues., November 18, 2025 – 2-4 PM ET Tues., December 9, 2025 – 2-4 PM ET This …
Buy now for $29 Overall Rating: Not yet rated Gray divorce—divorce after age 50—presents unique financial challenges that can significantly impact retirement security. This continuing education course equips financial planners with practical strategies to help divorcing clients reach amicable financial settlements using reverse mortgage solutions, including the Federal Housing Administration’s Home Equity Conversion Mortgage for …
Buy now for $29 Overall Rating: 4.9 / 5 How Much Can I Really Withdraw – Eric Ludwig As market conditions evolve and traditional retirement income rules face new challenges, financial advisors are encountering clients who are uncertain about sustainable withdrawal rates from their retirement portfolios. The classic 4% rule may no longer provide adequate …
Buy now for $29 Overall Rating: 4.5 / 5 Protecting Seniors from Identity Theft and Scams – Steve Weisman Seniors are particularly vulnerable to being scammed and becoming victims of identity theft. Elder fraud is a huge problem that costs seniors more than 3 billion dollars a year. This session will identify why seniors are …
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 This session offers a deep dive into current uses of life insurance in retirement planning, including as a retirement income tool, a risk minimization strategy for retired couples, an offsetting strategy with income annuities, and as a tax-efficient legacy technique for families with excess qualified plan …
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: 4.1 / 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: 4.6/ 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 …
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.
