Archive for 1 hr CE courses

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Learn more

  Most senior adults prefer to stay in their home as long as possible – after all, home is where the heart is. Yet, this may not always be the most practical choice. Retirement professionals are uniquely positioned to prompt important discussions between senior clients and their family members about lifestyle, housing, and healthcare needs […]

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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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What’s Trending in the Field of Aging? Connecting the Dots with Financial Services – Sandra Timmermann – Learn more

  Retirement security, long term care, housing and lifestyle are top of mind not only for the 50+ population but also for policymakers, government officials and businesses. Boomers are redefining aging in retirement and heralding in new community movements, technology and services. Find out how these new trends connect with financial services and retirement planning, […]

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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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What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness – John Nelson – Learn more

  Some workers seek out retirement planning information — while others avoid it. They all hope to have a good life in retirement, yet approach it differently. When people do “life planning,” it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach. How can […]

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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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Pensionizing Your (Client’s) Nest Eggs: What, How and Why? – Alexandra Macqueen – Learn more

  With the rapid decline of these traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated for retirement last a lifetime. How can you help your clients determine an optimal product mix that incorporates maximizing either a sustainable lifetime income, planned financial legacy, or […]

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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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Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes – Learn More

  Most senior adults prefer to stay in their home as long as possible – after all, home is where the heart is. People who are retired or will soon retire say in surveys that their future health care costs are an important financial concern. One reason is that they know from their own experience […]

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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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The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! – Cindy Hounsell – Learn more

  In an estimated 36.5 million households across the country, an adult is providing unpaid care to a family member. Sixty-six percent of those caregivers are women, according to the “Caregiving in the U.S.” study by the National Alliance for Caregiving. Caregivers spend on average 20 hours each week providing care, leaving them with less […]

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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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The DOL Fiduciary Rule and Your Duty of Care – Blaine Aikin – Learn more

  The Department of Labor’s Fiduciary Rule is here and it is transforming the marketplace for advice. While managing conflicts of interest (fiduciary duty of loyalty) is the central focus of the Rule, the keys to compliance and advisor success are having policies, procedures, and practices in place to fulfil the fiduciary duty of care. […]

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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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Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement – Michael Falk – Learn more

  Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies. The pursuit of retirement − regardless of success or failure − has economic implications for all of us. Retirement realities worldwide are changing because of the changes in population growth, a higher percentage of the […]

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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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Tax-Efficient Draw Downs in Retirement – Stephen Horan – Learn more

  Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes. This session challenges that advice by leveraging the economics of the risk-return characteristics of various tax structures and provides insights into pre-retirement asset allocation, asset location and importantly retirement drawdown.   In “Tax-Efficient Draw Downs in Retirement” […]

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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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Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival – Bruce McPherson – Learn more

  Home equity is most Americans’ largest financial asset. Learn options for proactive implementation of reverse mortgage strategies for improving portfolio survival. Home equity is the largest financial asset for all but the wealthiest Americans. As demonstrated in the Journal of Financial Planning, the proactive implementation of a reverse mortgage strategy – early in the […]

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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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Housing for Retirees: Buy, Sell or Hold? – Michael Falk

  We know your home is where your heart is, but we also know that’s one very big, illiquid asset (and liability too) with no yield in your portfolio. A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability.  Income is paramount, but […]

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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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A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps – Sandra Timmermann – Learn more

  As our clients age, some of them will develop diseases such as Alzheimer’s or other dementias. What are some steps that might be taken if a client’s behavior changes due to cognitive impairment? Those who are cognitively impaired may put their own retirement security at risk, at the same time, can cause ethical and […]

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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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