Archive for Online Retirement CE Professional Development Courses

CFP®, American College, CRC®, CRPC, ASPPA, and Other CE Credit Live Webinar and On-demand CE Courses

Retirement is the name of the game in asset management today. Stay up-to-date and be a true retirement professional with access to 50+ courses. Registered investment adviser (RIA) firms, financial planners, banks and insurance professionals are now competing with Robo-Advisors and other electronic forms of asset management platforms. In addition, retirement income planning has changed […]

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Online Retirement Professional Development Course Store

Become a 21st Century Retirement Advisor with Continuing Education Courses By Today’s Experts. We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE). Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified […]

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Online Retirement Professional Development Course Store

Become a 21st Century Retirement Advisor with Continuing Education Courses By Today’s Experts. We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE). Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified […]

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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #3 for Advisors

Takeaway #3: How to evaluate senior living opportunities Some of the things to consider before making a decision where to live in retirement: What concerns you about your future? What’s most important to you? Have you shared these concerns with your children? At this point in your life, what does peace of mind mean to […]

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Posted in: 2. PROTECT from Retirement Risks, Key Retirement Takeaways for Advisors

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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #2 for Advisors

Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. There is a difference between the cost of care and access to care, and both need to be planned for. If we think about the cost of care, we know what care costs. Whether it’s assisted living, […]

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Posted in: 2. PROTECT from Retirement Risks, Key Retirement Takeaways for Advisors

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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Takeaway #1 for Advisors

Takeaway #1: Should I age in place or move to a retirement community? When we talk about the different choices your older Americans have, there are really two overarching choices. The first is certainly to stay in their own home. Most people want to stay in their own home. You’ve probably seen the statistics that […]

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Posted in: 2. PROTECT from Retirement Risks, Key Retirement Takeaways for Advisors

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

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Buy now for $29 Overall Rating: 4.3 / 5 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, […]

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Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Online Retirement CE Professional Development Courses, Overview Level Courses

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Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives

Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives Buy now for $29 Overall Rating: 4.6 / 5 Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives ​- Lori Bitter Learn how Generation X, Baby Boomers and the Silent Generation are approaching their lives today, what they see for their future, […]

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Posted in: 1 hr CE courses, 1. PLAN for Retirement Readiness, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Understanding Communication Styles for More Effective Client Relations

Understanding Communication Styles for More Effective Client Relations Buy now for $29 Overall Rating: 4.6 / 5  Understanding Communication Styles for More Effective Client Relations –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 […]

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Posted in: 1 hr CE courses, 1. PLAN for Retirement Readiness, Online Retirement CE Professional Development Courses, Overview Level Courses

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Effective One-to-One Communication for Advisors and Retirement Counselors

Effective One-to-One Communication for Advisors and Retirement Counselors Buy now for $29 Overall Rating: 4.6 / 5   View a short clip of this presentation on YouTube. Effective One-to-One Communication for Advisors and Retirement Counselors – Joseph Tabers One of the challenges for retirement professionals who meet face-to-face or over-the-phone with clients is limited or compressed […]

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Posted in: 1 hr CE courses, 1. PLAN for Retirement Readiness, Online Retirement CE Professional Development Courses, Overview Level Courses

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A Missing Link: The Broadening Extended and LTC Planning Options

A Missing Link: The Broadening Extended and LTC Planning Options Buy now for $29 Overall Rating: 3.8 / 5 A Missing Link: The Broadening Extended and LTC Planning Options – Carroll Golden Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks […]

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Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Protecting Your Clients From Financial Abuse

Protecting Your Clients From Financial Abuse Buy now for $29 Overall Rating: 4.8 / 5 Protecting Your Clients From Financial Abuse – Bob Mauterstock 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 […]

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Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Online Retirement CE Professional Development Courses, Overview Level Courses

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