Archive for Basic

12/27/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast – Learn more

12/27/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast

This course is brought to you from a recent live webinar and will be REBROADCAST on Thursday, December 27, 2018, 12:00 PM – 1:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
 

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 this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse.

This webinar will give advisors the skills they need to protect their clients.

In “Protecting Your Clients From Financial Abuse” by Bob Mauterstock you will learn:
 

Protecting Your Clients From Financial Abuse – Bob Mauterstock

Protecting Your Clients From Financial Abuse – Bob Mauterstock

  1. The recent legislation that will impact your ability to help you clients avoid financial abuse.
  2. Why some elder clients are susceptible to financial abuse.
  3. How to detect financial abuse that is affecting your clients.
  4. The steps you can take to help your clients avoid financial abuse.
Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert, Speaker, Author, Facilitator

Bob Mauterstock is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations.

Bob is the author of Can We Talk? A Financial Guide for Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children and Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system.

Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

Overall Rating: 4.8 / 5

Retail: $29.00

Add to Cart
 

 
 

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60-minute webinar course

Elearning coursesSKU: 03IRRCProtectingClientsFinancialAbuse18

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Basic

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

You could save $29 today! We will refund the $29 price of your course off of a new membership at either level.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

Posted in: Basic, PROTECT from Retirement Risks

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

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 for the non-financial aspects of it.

During the webcast we will expose the fatal flaws of traditional planning, discuss how industrial age thinking about longevity is confusing clients, provide an exclusive look at how retirement coaching will push benefits planning into unchartered territory, and simple steps to make an immediate impact! This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. Don’t be the last one to figure this out.

Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC

Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC

In “Retirement Planning Beyond the Dollars and Cents by Robert Laura” you will:
 

  1. Use non-financial topics and conversations to generate new business like never before;
  2. Gain a competitive advantage that will magnify your influence and establish you as a go-to expert;
  3. Find new value and purpose in your role by educating and coaching clients on retirement topics that they want and need, but don’t know who to turn to;
  4. Be more referable because of the impact you are having on others.
Your presenter for this course is:

Robert Laura, CPRC, Retirement Activist

Robert Laura, CPRC, is the Retirement Activist who is committed to changing the way people think about and prepare for every aspect of retirement. His nationally syndicated columns at Forbes.com and Financial Advisor magazine reflect his ground-breaking efforts to challenge the status quo of traditional retirement planning.

As a former social worker and certified personal trainer turned money manager and author, he has found that retirement is among the most fascinating, yet least understood, phases of life. Through interviews with celebrities, professional athletes, entertainers, leading experts, and his own clients, he’s developed a powerful message to tackle the mental, social, spiritual, and financial aspects of retirement. His objective is simple: to help people create a no-regrets retirement plan.

As the RETIREMENT ACTIVIST, Robert runs the Certified Professional Retirement Coach Designation, founded RetirementProject.org and Retirement Coaches Association. He has authored Naked Retirement, Retirement Rx, and a number of guides to help individuals succeed in this next chapter of life. In addition to his own writings, he frequently appears in major business media such as Wall Street Journal, CNBC, and Investor’s Business Daily, Yahoo Finance, The Street, and more.

Robert conducts training for other financial professionals, as well as workshops and webinars for individuals and couples, designed to help people prepare for every aspect of retirement. He has been speaking and teaching economic, investment, and retirement programs for nearly 20 years.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system.

Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

Overall Rating: 4.7 / 5

Retail: $29.00

Add to Cart
 

 
 

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCBeyondTheDollarrAndCents18

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Basic

Begin saving on CE today!

We will refund the price of your individual course off of a new membership.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

Posted in: Basic, PROTECT from Retirement Risks

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12/13/2018 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – LIVE WEBINAR – Learn more

12/13/2018 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – LIVE WEBINAR

Advance Care Planning: A Critical Component for Building Client Relationships - Paul Malley

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

This LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, December 13, 2018, Noon – 1:00 PM EST – no need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

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 advance directive. This webinar will help advisors develop skills to begin and continue these difficult conversations, use advance care planning to build an outreach and education program, and provide a step-by-step guide on completing an advance directive.

In “Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley” you will:

  1. Learn the value of advance care planning for your clients as a tool for increasing trust and referrals;
  2. Better understand how to start conversations with clients on advance care planning;
  3. Identify the barriers to conversations on end-of-life issues and provide the steps to open the lines of communication;
  4. Recognize how the general public views advance directives and explain the benefits of completing the Five Wishes—the nation’s premier advance care planning program;
  5. Apply the objectives on a daily basis when working with clients in order to assess their needs and wants.
About the presenter:
Paul Malley, President of Aging with Dignity

Paul Malley, President of Aging with Dignity

Paul Malley, President of Aging with Dignity

Paul Malley is President of Aging with Dignity, a national non-profit organization based in Tallahassee, Florida, with a mission to help individuals and their families receive the care they want in case of a serious illness. Aging with Dignity, is the creator and distributor of America’s most popular advance directive, Five Wishes, an easy-to-use legal document – used by more 30 million people – that addresses important medical issues as well as personal, emotional and spiritual matters at the end of life.

Paul Malley and the work of Aging with Dignity have been featured in national media including the CBS, NBC, and ABC evening news, CNN, MSNBC, NBC Today Show, Good Morning America, USA Today, The Wall Street Journal, The New York Times, Newsweek, Time, and Consumer Reports.

Malley has also guided the efforts of several aging advocacy groups to improve state policy on advance care planning. He was appointed by Gov. Jeb Bush to the Florida delegation of the White House Conference on Aging, an event held once every decade to shape public policy on issues related to aging.

Click here to ask the presenter your question!

Ask your question to the presenter of this webinarEach month we feature a speaker who is presenting an upcoming webinar, in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:

  • A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
  • Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!

You do not need to make a purchase or be present to win.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system.
Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

Overall Rating: Not Yet Rated / 5

Retail: $29.00

Add to Cart
 

 
 

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCAdvanceCarePlanning18

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Basic

Begin saving on CE today!

We will refund the price of your individual course off of a new membership.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

 
 

Posted in: Basic, PROTECT from Retirement Risks, Upcoming Live Webinars

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12/17/2018 Plan for the 21st Century Retirement – Steve Vernon – Rebroadcast – Learn more

12/17/2018 Plan for the 21st Century Retirement – Steve Vernon – Rebroadcast

This course is brought to you from a recent live webinar and will be REBROADCAST on Monday, December 17, 2018, 1:00 – 2:00 pm EST – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Older workers face a series of critical decisions as they transition from the workforce into retirement.

These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio.

All these decisions are influenced by behavioral economics factors. Retirement professionals are ideally positioned to help their clients navigate these decisions.

In “Plan for the 21st Century Retirement by Steve Vernon” you will learn:
 

  1. A game-plan for addressing these challenges;
  2. Behavioral considerations to integrate into decision making.

Steve Vernon, FSA, MAAA, Research Scholar, Stanford Center on Longevity, President of Rest-of-Life Communications

In both of his roles as Research Scholar at the Stanford Center on Longevity and as the President of Rest-of-Life Communications, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, BusinessWeek, Fortune Magazine, Kiplinger’s, and Money Magazine. He also writes occasional columns for Retirement Weekly.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system.
Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

Overall Rating: 4.3 / 5

Retail: $29.00

Add to Cart
 

 
 

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCPlan21stCenturyRetirement18

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Basic

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

Begin saving on CE today!

We will refund the price of your individual course off of a new membership.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

Posted in: Basic, PLAN for Retirement Readiness, Upcoming Live Webinars

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11/28/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Rebroadcast – Learn more

11/28/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Rebroadcast

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects - Heather Schreiber

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

This course is brought to you from a recent live webinar and will be REBROADCAST on Wednesday, November 28, 2018, 11:00 AM – 12:00 PM EST – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

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 help uncover opportunities to enhance retirement income for your clients.

In “Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects” you will learn:
 

  1. How to talk about Social Security with your clients;
  2. How to De-mystify the myths surrounding the claiming strategies;
  3. Clients don’t know what they don’t know. Help create value to your client and trust in your relationship;
  4. How to help married clients see the bigger picture.
Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC

Heather Schreiber, RICP®
Founder and President, HLS Retirement Consulting, LLC

Heather Schreiber, RICP® Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals

Your presenter for this live professional development webinar is Heather Schreiber, RICP®. In her role as Founder and President of HLS Retirement Consulting, LLC, Heather partners with financial, legal, and tax professionals to build holistic client solutions for retirement.

Heather prides herself in her ability to customize potential solutions to meet the needs of each client or prospect as well as her ability to turn complex strategies into easy to understand terms. In her 20th year in the industry, Heather has worked within the finest organizations including Franklin Templeton Group of Funds, AXA Advisors, SunTrust Bank and one of the largest FMOs in the country. She is frequently asked to speak at industry events, radio programs, recruiting webinars and created and led a series of bi-annual 2 ½ day intensive training events for elite advisors on effectively weaving Social Security planning into their sales process.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with online courses?
We help you be sure you’re comfortable navigating our online system.

Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

Overall Rating: 4.0 / 5

Retail: $29.00

Add to Cart
 

 
 

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCSocialSecurityWebinar18

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Basic

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

Begin saving on CE today!

We will refund the price of your individual course off of a new membership.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

Posted in: Basic, PROTECT from Retirement Risks

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

What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann

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

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, and gain insights into what’s important to Boomers and older clients.

In “What’s Trending in the Field of Aging? Connecting the Dots with Financial Services” you will:

  1. Learn about five important trends in aging and why they are taking place.
  2. Gain a better understanding of attitudes, behaviors, concerns and aspirations of Boomers and older consumers and the changing environment that they are living in.
  3. Discover what’s happening at the policy and community level.
  4. Better understand how to interface with other community services.
  5. Be able to connect the dots between financial services and trends that have relevance to your work.

Sandra Timmermann, EdD – Successful Aging in Retirement Expert' Sandra Timmermann, EdD, Successful Aging in Retirement Expert

Sandra has served in leadership capacities with a number of national organizations including the Board of Directors of the American Society on Aging, the Chair of the Board of Directors of the National Alliance for Caregiving and the Chair of the Business Forum on Aging.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann

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

Authorize.Net

Authorize.Net

Overall Rating: 4.3 / 5

Retail: $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCConnectDotElearn14

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Basic

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

Posted in: 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

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

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

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 you help people become more fully engaged? How can you prompt them to design their next stage of life — even if they’ve been putting it off?

Gain insights and ideas on how to enlist an employees’ or clients’ whole person into planning for their retirement well-being.

This session shows you how to connect with your audience by:

  1. Acknowledging their fears and concerns — including ones they don’t talk about.
  2. Tapping into their greatest hopes and dreams for the future.
  3. Identifying the biggest blind spots in their retirement planning.
John E. Nelson – Purposeful Retirement Advocate, Author & Coach

John E. Nelson – Purposeful Retirement Advocate, Author & Coach


John Nelson
, Purposeful Retirement Advocate & Coach, Co-Author What Color Is Your Parachute? for Retirement and Creator of the Retirement Well-Being Model

John is the author of the “Retirement Readiness” section for the CRC® #4 Manual: Fundamentals of Retirement Income Planning. After many years as a pension consultant, John is earning a PhD at the University of Wisconsin, with a focus on retirement education. He is also a Research Fellow of the California Institute of Finance.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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

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

Authorize.Net

Authorize.Net

Overall Rating: 4.4 / 5

Retail: $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCColorParachuteElearn14

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Basic

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

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

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Understanding Communication Styles – Joseph Tabers

Understanding Communication Styles - Joseph Tabers

Understanding Communication Styles – Joseph Tabers

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 variety of client styles encountered in one-on-one or group counseling sessions for more successful outcomes when meeting or counseling with various clients.

Learn how to enable participants to better identify and adapt to the variety of client styles encountered in one-on-one or group counseling sessions.

  • Identify and better understand your own preferred communication style;
  • Identify strengths, limitations and preferences of four core communication styles we most often encounter;
  • Review and appreciate different communication strengths and weaknesses others bring to a relationship;
  • Review some proven questions to ask yourself for effectively “adapting” your communication style in retirement counseling interactions;
  • Prepare yourself to build more trust and to reduce relationship tension

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills ExpertJoe Tabers, CSP, Founder of Productive Training Services, Effective Presentations Skills and Retirement Counseling Skills Expert

Joe is an expert in improving workplace presentations, interpersonal communication skills and relationships. Over the last 20 years his team has helped more than 400 organizations and thousands of individuals increase their workplace effectiveness by enhancing their communication skills. As a proven professional speaker, author and communication coach, Joe will help you connect better with audiences from high-level professionals to frontline workers.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

Understanding Communication Styles – Joseph Tabers

Understanding Communication Styles – Joseph Tabers

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Authorize.Net

Authorize.Net

Overall Rating: Not yet rated / 5

Retail: $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   90-minute webinar course

Elearning coursesSKU:   03IRRCCommStylesElearn06

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Overview

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

Posted in: 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

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

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

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 decisions (versus just 401k/457/403b investing decisions).

New technology, planning methodologies, retirement products and federal regulations have set the stage for retirement professionals who are passionate about serving the needs of this market. Learn what professionals are doing now, how our industry is changing, and where it still needs to go to improve the retirement security of the middle market.

In “The Stage is Set for Serving the Mid-Market” you’ll learn about:

  1. New applied research to help us work smarter with this market
  2. The Stage is Set for Serving the Mid-Market - Betty Meredith

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

  3. New strategies for optimizing all their retirement resources (not just managed assets)
  4. New federal regulations designed to remove roadblocks for retirement planning in the workplace
  5. New products for retirement risk management
  6. Managing healthcare costs
  7. Approaches retirement professionals use today to serve the needs of the mid-market
  8. The state of best practices and retirement software

Betty Meredith, CFA, CFP®, CRC®, Advocate for Retirement Security of the Mid-Market, and Nathan Harness, PhD, CFP®

Betty Meredith, CFA, CFP®, CRC®, is a leading voice on retirement planning for the middle mass and mass affluent markets.

She is the Director of Education & Research for the International Foundation for Retirement Education (InFRE), whose purpose is to increase the retirement readiness of the American worker through professional retirement certification and continuing education, and the Managing Member of the International Retirement Resource Center.

Betty is joined in this webinar by Nathan Harness, PhD, CFP®, Assistant Professor of Finance Texas A&M University – Commerce.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.

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Overall Rating: 4.6 / 5

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MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCServMidMarketElearn13

MP3 Audio Download and PDF handoutKnowledge Level: 2 – Basic

You could save $29 today! We will refund the $29 price of your course off of a new membership at either level.

Just notify us that you have Become a Member within 10 days of course purchase to receive your refund!

 
 

Retirement Insight and TrendsVisit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.

 
 

Posted in: 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

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

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

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 time for paid work.

In sum, caregiving has serious financial consequences and it is important for women to understand the consequences and to take steps, whenever possible, to protect their retirement security.

What can be done to protect the retirement security. personal financial and retirement consequences experienced by caregivers who provide unpaid care to family members?

In this session with you’ll learn how:

  1. Female caregivers forfeit pay and benefits, pensions, miss out on opportunities for compounded returns on 401(k) matching contributions, and experience reduced savings and investments.
  2. 70 percent of caregivers experience disruptions in their job, including being late, leaving early, reducing work hours, leaving their jobs completely, and losing job benefits. These negative consequences are compounded by the reduced Social Security benefits available during retirement.
  3. To help women plan carefully before leaving a job/working part-time to caregive.

Cindy Hounsell, JD, President of WISER – Women and Retirement Advocate and Expert , Behavioral Research Associates, LLC Cindy Hounsell, JD, President of WISER – Women and Retirement Advocate and Expert

Cindy Hounsell, JD, Cindy Hounsell, JD, President of WISER, the Women’s Institute for a Secure Retirement. Ms. Hounsell provides technical assistance to several national organizations, as well as provides training to leaders and grassroots advocates around the country as part of her role as director of the National Education and Resource Center for Women and Retirement Planning, funded by the U.S. Administration on Aging.

Check out what Financial Advisor reporter Karen Demasters said in this Financial Advisor article after she attended Cindy Hounsel’s webinar!

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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

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

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Authorize.Net

Overall Rating: 4.2 / 5

Retail: $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCCaregivingWomenElearn13

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Basic

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

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

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Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement – Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement – Michael Falk

Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies.

The pursuit of retirement − regardless of success or failure − has economic implications for all of us.

Retirement realities worldwide are changing because of the changes in population growth, a higher percentage of the population being in a stage of life where they don’t contribute much to the economy’s productivity (a/k/a retirees), and the move toward greater individual responsibility for saving, investing and retirement income.

These issues can include higher inflation, less economic growth, and lower expected market returns, therefore affecting the future investment portfolios of all.

Benefit planning and individual behavior must be considered in concert. This presentation will explore these issues and the implications for the future of retirement based upon what has been learned over the last several decades.

This presentation has been delivered at CFA Societies and other national conferences all over the world, and is one you don’t want to miss!

In this one-hour session, you will evaluate:

  1. How retiring without a mortgage is very smart, but accelerating the payoff to accomplish such a goal may not be so smart.
  2. How “livable” (really) is your home long-term?
  3. What could be the long-term cost profile (liability) of maintaining your home?
  4. Your options: HELOC, Reverse Mortgage, downsize, or sell.
Michael Falk, CFA, CRC® - Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC®, Partner with the Focus Consulting Group – Behavioral Finance & Investment Management Expert

Michael was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a a multi-faceted understanding of behavioral finance and retirement issues.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP, CRC, ASPPA, CLU, ChFC, RICP, CASL CE Continuing Education Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement – Michael Falk

Authorize.Net

Authorize.Net

Overall Rating:   4.8 / 5

Retail:  $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCRetirePastPrimeElearn13

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Basic

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

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

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The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups – Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups – Greenwald and Bogosian

Little is known about what makes an individual successful in managing through their retirement years – especially when a retiree does not appear to have sufficient assets to actually retire.

Whether people have sufficient assets and income for retirement is very dependent on when they decide to retire and how they expect to live during retirement. In addition, certain financial shocks will continue to occur in retirement much like they did during a person’s working lifetime.

It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.

This informative, insightful session about how individuals in several focus groups made their retirement decisions in order will help you gain a better understanding of:

  1. the process they used to make decisions
  2. what steps were completed
  3. how finances and other factors were considered in the decision, and
  4. how successful they have been in their retirement years.

Mathew Greenwald, PhD, President of Greenwald & Associates, Retirement Research Expert Mathew Greenwald, PhD, President of Greenwald & Associates

Mathew Greenwald, PhD, President of Greenwald & Associates, a recognized financial and research expert with more than 30 years’ experience in financial services and market research. He founded Greenwald & Associates in 1985. Today, in addition to providing strategic direction for the company, Matt plays an active role designing and analyzing survey research and conducting focus groups with consumers and financial professionals.

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting

Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, an expert in retirement risk. Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Her current interests are in improving financial education and literacy in the U.S.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups – Greenwald and Bogosian

Authorize.Net

Authorize.Net

Overall Rating: 4.3 / 5

Retail: $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCDecisionRetireElearn14

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Basic

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

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

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