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Retirement Resource Center - retirement education and training for financial professionals, their clients and consumers

Retirement Resource Center

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2. PROTECT from Retirement Risks

07/02/2025 How to Use Reverse Mortgages to Secure Your Retirement Rebroacast at 2-3 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.3 / 5 Fitting Home Equity into a Retirement Income Strategy – Wade Pfau How can reverse mortgages be used to better secure retirement? In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick …

Read more07/02/2025 How to Use Reverse Mortgages to Secure Your Retirement Rebroacast at 2-3 PM EDT

08/05/2025 The New Retirement Reality Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

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 …

Read more08/05/2025 The New Retirement Reality Rebroadcast at 3-4 PM EDT

08/27/2025 Addressing the Human Side of Financial Planning: Vulnerabilities to AUM Rebroadcast at 1-2 PM EDT

December 31, 2024 by Admin Retirement Resource Center

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 …

Read more08/27/2025 Addressing the Human Side of Financial Planning: Vulnerabilities to AUM Rebroadcast at 1-2 PM EDT

09/09/2025 5 Critical Social Security Concepts You Should Know to Elevate Your Credibility Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

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 …

Read more09/09/2025 5 Critical Social Security Concepts You Should Know to Elevate Your Credibility Rebroadcast at 3-4 PM EDT

10/01/2025 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Rebroadcast at 2-3 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.8 / 5 21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare.  However, they might perceive Medicare to be a world of …

Read more10/01/2025 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Rebroadcast at 2-3 PM EDT
Shelley Giordano Incorporating the Housing Asset in Retirement Income Planning

10/07/2025 Incorporating the Housing Asset in Retirement Income Planning Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Incorporating the Housing Asset in Retirement Planning – Shelley Giordano For middle-income retirees, home equity is the largest asset they have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th). In a time when lifetime income …

Read more10/07/2025 Incorporating the Housing Asset in Retirement Income Planning Rebroadcast at 3-4 PM EDT
The Platinum Retirement Challenge - Gray Divorce - Lili Vasileff

10/22/2025 A Platinum Retirement Challenge – Gray Divorce Rebroadcast at 1-2 PM EST

December 31, 2024 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 A Platinum Retirement Challenge – Gray Divorce – Lili Vasileff Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are …

Read more10/22/2025 A Platinum Retirement Challenge – Gray Divorce Rebroadcast at 1-2 PM EST

11/04/2025 Protecting Seniors from Identity Theft and Scams Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

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 …

Read more11/04/2025 Protecting Seniors from Identity Theft and Scams Rebroadcast at 3-4 PM EDT

11/20/2025 Money and Memory: Beyond Retirement – Planning for the Senior Set Live Webinar at 2-3 PM EST

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: Not yet rated The Money and Memory session is specifically designed for financial and long-term planners to help people with the financial realities that many will encounter. By preparing for the possibilities ahead, individuals can live through retirement with a peace of mind around their financial reality. As cognitive …

Read more11/20/2025 Money and Memory: Beyond Retirement – Planning for the Senior Set Live Webinar at 2-3 PM EST

12/23/2025 Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients Rebroadcast at 1-2 PM EST

December 31, 2024 by Admin Retirement Resource Center

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 …

Read more12/23/2025 Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients Rebroadcast at 1-2 PM EST
Quinn Kennedy, PhD, Aging and Cognitive Impairment

Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients

December 1, 2024 by Admin Retirement Resource Center

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 …

Read moreAging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients
The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

A Holy Grail of Retirement: How to increase income and growth while improving liquidity

December 1, 2024 by Webmaster Retirement Resource Center

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 …

Read moreA Holy Grail of Retirement: How to increase income and growth while improving liquidity

Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce

December 1, 2024 by Admin Retirement Resource Center

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 …

Read moreUsing Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce

Snowbirding – Living in More Than One Location in Retirement

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The …

Read moreSnowbirding – Living in More Than One Location in Retirement

Lifetime Income: A License to Spend Rebroadcast

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Lifetime Income: A License to Spend – David Blanchett Deciding how much to spend from savings in retirement is complicated given uncertain lifespans, asset returns, inflation, etc. This presentation explores the concept that lifetime income can gives retirees a “license to spend” whereby households with a …

Read moreLifetime Income: A License to Spend Rebroadcast

The “Shadow Caregiving System”

December 1, 2024 by Admin Retirement Resource Center

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 …

Read moreThe “Shadow Caregiving System”

Women Vulnerable in Retirement: Housing Wealth Solutions

December 1, 2024 by Admin Retirement Resource Center

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 …

Read moreWomen Vulnerable in Retirement: Housing Wealth Solutions

Why Your Client’s Net Worth Isn’t Their Most Important Number!

December 1, 2024 by Admin Retirement Resource Center

Overall Rating: 4.3 / 5 Why Your Client’s Net Worth Isn’t Their Most Important Number! – Zac Larson Clients, and their advisors, often place too much significance on net worth to determine retirement readiness. However, your client’s retirement happiness will come from focusing on experiences, people, and places that matter to them.  We can empower clients …

Read moreWhy Your Client’s Net Worth Isn’t Their Most Important Number!

Maximizing Social Security Benefits

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.6 / 5 Maximizing Social Security Benefits – Mary Beth Franklin Social Security benefits represent one of the few sources of guaranteed income that retirees can count on for life, and for most people, it is a key element of their retirement income plan. Deciding when and how to …

Read moreMaximizing Social Security Benefits

Navigating the Critical Ages of Retirement Income Planning

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.8 / 5 Navigating the Critical Ages of Retirement Income Planning – Heather Schreiber As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners. Missing opportunities to save more or to leverage little-known strategies …

Read moreNavigating the Critical Ages of Retirement Income Planning

07/30/2025 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning Rebroadcast at 2-3 PM EDT

December 1, 2024 by Admin Retirement Resource Center

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 Medicare …

Read more07/30/2025 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning Rebroadcast at 2-3 PM EDT

Understanding How Different Types of Annuities Work

December 31, 2023 by Admin Retirement Resource Center

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 …

Read moreUnderstanding How Different Types of Annuities Work

Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

December 31, 2023 by Admin Retirement Resource Center

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 …

Read moreHelping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

Grief Literacy for Financial Advisors: Engaging the Bereaved Client

December 31, 2023 by Admin Retirement Resource Center

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 …

Read moreGrief Literacy for Financial Advisors: Engaging the Bereaved Client
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