Archive for 1 hr CE courses

Maximizing Your Clients’ Social Security – Matthew Allen – Learn more – Rebroadcast

  With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions. The average couple receives over $1 million in lifetime Social Security benefits, so for many of your clients, this will be a critical component of their overall financial and […]

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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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Off With Your (Rule of) Thumbs! – Michael Falk – Learn more

  Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, “immunize before we optimize”. There are several well-accepted schools of thought used today by many professionals for retirement planning. Based on his belief that it is important to “immunize before you optimize” for […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Online Retirement CE Professional Development Courses, Overview Level Courses

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No Portfolio Is An Island – David Blanchett – Learn more

  Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets. Financial assets, such as stocks and bonds, are only one component of an investor’s total economic worth. Other assets, such as human capital, real estate, and pensions […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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08/10/2020 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Learn more – Rebroadcast

  When it is time to sign up for Medicare, your clients are faced with two seemingly simple options: should I choose a Medicare Advantage plan or a Medigap contract? This single decision is perhaps the most complex and impactful one that a Medicare beneficiary will make. Choosing between Medigap and Medicare Advantage plans drastically […]

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

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09/02/2020 Key IRA Changes Made by the SECURE Act – Denise Appleby – Learn more – Rebroadcast

  The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions. Practitioners must understand how these changes affect their clients, so that they can help them plan accordingly. Some of these plans will necessitate revisiting and changing beneficiary planning strategies that were implemented for […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses, Upcoming Live Webinars

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Understanding How Different Types of Annuities Work – Wade Pfau – Learn more

  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 and understanding how they work can be complex. This presentation seeks to provide a better understanding about different […]

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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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Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool – Allen Chao – Learn more

  The Home Equity Conversion Mortgage (HECM) is one of the safest ways to mortgage for seniors who are 62 and above due to the program’s federal guarantees by HUD. A little known strategy is to help clients purchase a new home so they can upsize, downsize, or right-size for their retirement home. By using […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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09/22/2020 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Learn more – Rebroadcast

  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 not immune and the largest increase (55%) is in first time marriages of over 20 years. The gray […]

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

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09/28/2020 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Learn more – Rebroadcast

  “How much can I spend in retirement?” Dr. Pfau has conducted an in-depth study and authored a new book that focuses on sustainable spending from investment portfolios in the face of a variety of retirement risks. Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses, Upcoming Live Webinars

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10/07/2020 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Learn more – Rebroadcast

  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 to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses, Upcoming Live Webinars

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10/16/2020 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Learn more – Rebroadcast

  How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts. Learn how to beat the “conventional wisdom” used to generate retirement income for your clients.   In “How […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses, Upcoming Live Webinars

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10/26/2020 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Learn more – Rebroadcast

  We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc.  The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. Multiple studies and surveys have indicated how woefully inadequate average retirement savings […]

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

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