Archive for 1 hr CE courses
Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Buy now for $29 Overall Rating: Not yet rated / 5 Funding healthcare costs and long-term care in retirement is a key concern for most Americans. Using retirement accounts for healthcare expenses stymies tax and income planning for retirees, while also drawing down savings faster than planned. […]
Read 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 […]
Read more →Learn how Generation X, Baby Boomers and the Silent Generation are approaching their lives today, what they see for their future, and how they are hacking the transitions of aging and the potential of living to 100. The new generation of caregivers differ from the Baby Boomers and these differences will impact everything. […]
Read 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 […]
Read more →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 […]
Read more →The Social Security program is heading toward a financial crisis around 2035. Before then, Congress must take action to allow full benefits to be paid on time. We are seeing the beginnings of Social Security reform legislation moving through the House of Representatives this year. In “Heading Toward Social Security Reform”, you will: […]
Read 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 […]
Read more →America’s retirement coverage crisis is not income replacement, but funding future medical expenses. While 2019 marked the 16th anniversary of legislation that created Health Savings Accounts (HSAs), many still regard the HSA as a new, untested innovation. However, there is a growing convergence of health and wealth among plan sponsors who increasingly deploy the HSA […]
Read more →One of the challenges for retirement professionals who meet face-to-face or over-the-phone with clients is limited or compressed time for communicating. When communication time gets cut short, mistakes and misunderstandings can and do occur. When we take steps to aid or improve the communication process, we have less stress, fewer client misunderstandings and better outcomes. […]
Read more →Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks associated with the need for extended or long-term care. With a world-wide population “maturing,” with services and personnel projected to be overwhelmed, we need to start conversations, educate ourselves and others, […]
Read 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 […]
Read more →While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier ages than expected. In “The Impact of Retirement Age Uncertainty on Retirement Outcomes”, you will: 1. Understand current […]
Read more →Retirement-specific training and education programs by leading experts to help advisors and consumers make informed retirement decisions
Your one-stop retirement education resource for advisors, wealth management firms, employers, public sector retirement systems, financial services companies, and future retirees.