Archive for Courses By Topic

Advisor’s Guide to Health Savings Accounts: Differentiate Yourself

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. […]

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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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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 – Heather Schreiber – Learn 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 […]

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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 – Lori Bitter – Rebroadcast – Learn 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.   […]

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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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The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer – Learn 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 […]

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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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The Value of Safe Home Care – Phil Bongiorno

  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 […]

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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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Heading Toward Social Security Reform – Bruce Schobel – Learn 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: […]

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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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Understanding Communication Styles for More Effective Client Relations – Joseph Tabers – Learn 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 […]

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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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America’s REAL Retirement Coverage Crisis – Solution: The HSA in Your Future – Jack Towarnicky – Learn 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 […]

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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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Effective One-to-One Communication for Advisors and Retirement Counselors – Joseph Tabers – Learn 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. […]

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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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