Archive for Basic

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

  Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture of Federal Regulations, misinformation and unrelenting mailings from companies selling Medicare plans. Your clients’ Medicare decision includes what additional plan to buy to offset their 20% of the bill, deductibles and coinsurance that […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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

  Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement. Learn about Social Security from a holistic point of view and how you can […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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Protecting Your Clients From Financial Abuse – Bob Mauterstock – Learn more

  Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected to increase dramatically. It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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Retirement Planning Beyond the Dollars and Cents – Robert Laura – Learn more

  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 for the non-financial aspects of it. During the webcast we will expose the fatal flaws of traditional planning, discuss […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer – Learn more

  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 ending, a period of unknowns and a new beginning. It’s important for people to think about what they are retiring TO rather than just […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PLAN for Retirement Readiness

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

  Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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The Value of Safe Home Care – Phil Bongiorno

  The number of families utilizing home care services continues to grow in the United States.  A greater number of family caregivers who are caring for a loved one with a chronic or debilitating health condition are turning to home care, rather than institutional care, for their long-term care needs. Many cite the desire for […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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What’s Trending in the Field of Aging? Connecting the Dots with Financial Services – Sandra Timmermann – Learn more

  Retirement security, long term care, housing and lifestyle are top of mind not only for the 50+ population but also for policymakers, government officials and businesses. Boomers are redefining aging in retirement and heralding in new community movements, technology and services. Find out how these new trends connect with financial services and retirement planning, […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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

  Some workers seek out retirement planning information — while others avoid it. They all hope to have a good life in retirement, yet approach it differently. When people do “life planning,” it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach. How can […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PLAN for Retirement Readiness

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Understanding Communication Styles – Joseph Tabers – Learn more

  Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward conveying important information and building trust with the people you serve. It is important for professionals to be able to identify, understand and prepare to adapt to the […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PLAN for Retirement Readiness

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

  Gain a better understanding and awareness of the needs, research insights, planning approaches, retirement products, federal regulations that set the stage for serving the needs of this market. Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007. This means more people than ever now need help making informed retirement […]

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Posted in: 1.0 hr CE, Basic, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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

  In an estimated 36.5 million households across the country, an adult is providing unpaid care to a family member. Sixty-six percent of those caregivers are women, according to the “Caregiving in the U.S.” study by the National Alliance for Caregiving. Caregivers spend on average 20 hours each week providing care, leaving them with less […]

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