Archive for 1 hr CE courses

21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang – Learn more

  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 unspoken rules and fear making the wrong decision. There are strategies you can help your clients use both before starting Medicare and while enrolling […]

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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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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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11/04/2020 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Learn more – Rebroadcast

  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 […]

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

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11/13/2020 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Learn more – Rebroadcast

  Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. The three most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals. It is important to understand how to execute each strategy and how each income […]

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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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11/19/2020 Guaranteed Income: The Forgotten Household Asset – David Blanchett – Learn more – Live Webinar

  Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability. Explore why financial planners need to consider guaranteed income more fully, since doing can have significant implications on […]

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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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11/23/2020 Reverse Mortgage Strategies for the Middle Market – Shelley Giordano – Learn more – Rebroadcast

  Home equity is the largest asset middle market retirees have after the present value of their Social Security and pension benefits (working in retirement is 3rd; savings is 4th). In a time when lifetime income sources such as pensions and Social Security benefits are declining, accessing home equity will become more important as people […]

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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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Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Learn more

  Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture of Federal Regulations, misinformation and unrelenting mailings from companies selling Medicare plans. Your clients’ Medicare decision includes what additional plan to buy to offset their 20% of the bill, deductibles and coinsurance that […]

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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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12/16/2020 Building a Generational Practice with Extended and Long Term Care – Carroll Golden – Learn more – Rebroadcast

  Combine an aging population, increasing longevity, a shrinking birth rate and we have real insight into an emerging caregiving tsunami. COVID-19 has shown us an alarming view of the growing gap between the availability of capable, trained, and healthy caregivers and the demand for affordable caregiving.  Planning in advance is essential and offers advisors […]

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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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12/21/2020 Everything You Need to Know… About Investing – Michael Falk – Learn more – Rebroadcast

  The act of investing almost always has a purpose, a goal. However, all too often, investors fail to do what’s necessary to increase the probability of reaching their goals. The causes range from too little investment literacy to disadvantaged (emotionally biased) decision-making or poor planning. Advisors need a simple, effective guide that can help […]

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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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12/26/2020 21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement – Heather Holmes – Learn more – Rebroadcast

  Health care is the single biggest expense during retirement, and costs can vary considerably.  It’s also one of the top concerns of pre-retirees and their adult children. In fact, 78% of Americans are afraid of being a burden to loved ones later in life because of longevity and health issues. Advisors will leave this […]

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

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How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Learn more

  Most parents want to age in place, so a medical crisis can put families into a tailspin if a plan is not in place ahead of time. Adult children who assume the role of caregiver must re-organize their business and personal lives to meet the needs of an aging loved one, as well as […]

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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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Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Learn more

  It is well-documented that most people reaching retirement age have savings (whether in a 401(k) account or otherwise) that are inadequate to meet their consumption needs during retirement. Recent research has shown that integrating home equity with retirement savings provides a strong enhancement of the amount available throughout retirement. The enhancement is obtained by […]

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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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