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Courses By Topic

07/23/2025 New Horizons in Estate Planning Rebroadcast at 1-2 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.9 / 5 New Horizons in Estate Planning – Steve Parrish Estate planning is part of financial and retirement planning. There are new estate planning considerations for financial professionals in light of the pandemic, the SECURE Act and proposed legislation, and an increasing emphasis on living versus death estate …

Read more07/23/2025 New Horizons in Estate Planning Rebroadcast at 1-2 PM EDT

08/05/2025 The New Retirement Reality Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.4 / 5 The New Retirement Reality – Michael Finke Advisors often view retirement income planning through the lens of the 4% rule but changes in longevity and a lower-return environment challenge conventional wisdom about safe withdrawal rates. This presentation will discuss what it means to take risk with …

Read more08/05/2025 The New Retirement Reality Rebroadcast at 3-4 PM EDT

08/13/2025 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts Rebroadcast at 2-3 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.6 / 5 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts – Denise Appleby The New York Times projects $16 trillion will be transferred to beneficiaries over the next ten years. With over $35 trillion held in tax-deferred retirement accounts- most of which is owned by …

Read more08/13/2025 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts Rebroadcast at 2-3 PM EDT

08/27/2025 Addressing the Human Side of Financial Planning: Vulnerabilities to AUM Rebroadcast at 1-2 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 5 / 5 Addressing the Human Side of Financial Planning – Annalee Kruger Attendees will learn about the real-life situations their clients are in, that the advisor likely is not addressing. Aging, caregiving, dementia/chronic disease, and the realities of needing senior care impact nearly every household, including the clients …

Read more08/27/2025 Addressing the Human Side of Financial Planning: Vulnerabilities to AUM Rebroadcast at 1-2 PM EDT

09/03/2025 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities Rebroadcast at 2-3 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.4 / 5 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer 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 …

Read more09/03/2025 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities Rebroadcast at 2-3 PM EDT

09/09/2025 5 Critical Social Security Concepts You Should Know to Elevate Your Credibility Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.9 / 5 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility – Heather Schreiber Social Security is, for most retirees, the foundation of a solid retirement income plan. Yet, many pre-retirees lack critical information to make an informed claiming decision. Relying on an under-resourced …

Read more09/09/2025 5 Critical Social Security Concepts You Should Know to Elevate Your Credibility Rebroadcast at 3-4 PM EDT

10/01/2025 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Rebroadcast at 2-3 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.8 / 5 21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang 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 …

Read more10/01/2025 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Rebroadcast at 2-3 PM EDT
Shelley Giordano Incorporating the Housing Asset in Retirement Income Planning

10/07/2025 Incorporating the Housing Asset in Retirement Income Planning Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Incorporating the Housing Asset in Retirement Planning – Shelley Giordano For middle-income retirees, home equity is the largest asset they have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th). In a time when lifetime income …

Read more10/07/2025 Incorporating the Housing Asset in Retirement Income Planning Rebroadcast at 3-4 PM EDT
The Platinum Retirement Challenge - Gray Divorce - Lili Vasileff

10/22/2025 A Platinum Retirement Challenge – Gray Divorce Rebroadcast at 1-2 PM EST

December 31, 2024 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 A Platinum Retirement Challenge – Gray Divorce – Lili Vasileff 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 …

Read more10/22/2025 A Platinum Retirement Challenge – Gray Divorce Rebroadcast at 1-2 PM EST

11/04/2025 Protecting Seniors from Identity Theft and Scams Rebroadcast at 3-4 PM EDT

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Protecting Seniors from Identity Theft and Scams – Steve Weisman Seniors are particularly vulnerable to being scammed and becoming victims of identity theft. Elder fraud is a huge problem that costs seniors more than 3 billion dollars a year. This session will identify why seniors are …

Read more11/04/2025 Protecting Seniors from Identity Theft and Scams Rebroadcast at 3-4 PM EDT

11/12/2025 Strategies for the Great Wealth Transfer Rebroadcast at 2-3 PM EST

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Strategies for the Great Wealth Transfer – Tiffany House The great wealth transfer is happening over the next 10-25 years, yet many advisors miss crucial opportunities to not only assist their clients but also to strengthen relationships and engage the next generation. It is important for …

Read more11/12/2025 Strategies for the Great Wealth Transfer Rebroadcast at 2-3 PM EST

11/20/2025 Money and Memory: Beyond Retirement – Planning for the Senior Set Live Webinar at 2-3 PM EST

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: Not yet rated The Money and Memory session is specifically designed for financial and long-term planners to help people with the financial realities that many will encounter. By preparing for the possibilities ahead, individuals can live through retirement with a peace of mind around their financial reality. As cognitive …

Read more11/20/2025 Money and Memory: Beyond Retirement – Planning for the Senior Set Live Webinar at 2-3 PM EST

12/03/2025 The Psychology of Retirement Rebroadcast at 2-3 PM EST

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.9 / 5 The Psychology of Retirement – Robert Laura What if your biggest retirement threat is not inflation, health care costs, or running out of money? While these are important, each one pales in comparison to running out of family, friends, good health, and retirement happiness. It is …

Read more12/03/2025 The Psychology of Retirement Rebroadcast at 2-3 PM EST

12/17/2025 Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries Rebroadcast at 2-3 PM EST

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.9 / 5 Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries – Denise Appleby The IRS issued its highly anticipated final regulations for required minimum distributions on July 19, 2024. These regulations incorporate rules from both the SECURE Act and SECURE 2.0 Act. With …

Read more12/17/2025 Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries Rebroadcast at 2-3 PM EST

12/23/2025 Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients Rebroadcast at 1-2 PM EST

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5  Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients – Heather Schreiber By 2045, 80 trillion dollars is projected to shift from older generations to younger ones, with a sizeable portion flowing into the hands of women. Despite their increasing financial influence, women continue …

Read more12/23/2025 Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients Rebroadcast at 1-2 PM EST
Quinn Kennedy, PhD, Aging and Cognitive Impairment

Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.8 /5 Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients – Quinn Kennedy Approximately 25% of adults aged 65 and older are living with either Mild Cognitive Impairment or Alzheimer’s disease/related dementias. Thus, a significant portion of …

Read moreAging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients
The Holy Grail of Retirement: How to increase income and growth while improving liquidity - Curtis Cloke

A Holy Grail of Retirement: How to increase income and growth while improving liquidity

December 1, 2024 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.1 / 5 A Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke 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 …

Read moreA Holy Grail of Retirement: How to increase income and growth while improving liquidity

Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.6/ 5 Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce – Barry Sacks Silver Divorce (where one or both parties are over age 55) is on the rise. Key issues of Silver Divorce are the division of assets, providing adequate retirement income for …

Read moreUsing Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in Silver Divorce

Snowbirding – Living in More Than One Location in Retirement

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Snowbirding – Living in More Than One Location in Retirement – Steve Parrish As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The …

Read moreSnowbirding – Living in More Than One Location in Retirement

Lifetime Income: A License to Spend Rebroadcast

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Lifetime Income: A License to Spend – David Blanchett Deciding how much to spend from savings in retirement is complicated given uncertain lifespans, asset returns, inflation, etc. This presentation explores the concept that lifetime income can gives retirees a “license to spend” whereby households with a …

Read moreLifetime Income: A License to Spend Rebroadcast
Retirement Planning Beyond the Dollars and Cents - Robert Laura

Retirement Planning Beyond the Dollars and Cents

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at an alarming rate because they aren’t prepared …

Read moreRetirement Planning Beyond the Dollars and Cents

The “Shadow Caregiving System”

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.3 / 5 The “Shadow Caregiving System” – Carroll Golden What is the “Shadow Caregiving System”? How is it affecting multiple generations’ financial stability and investments? Incorporating extended or long-term care in a financial plan requires a difficult conversation. Starting the conversation is not enough. Regardless of how a …

Read moreThe “Shadow Caregiving System”
Wade Pfau, PhD, CFA, Determining Your Client's Retirement Income Style

Determining Your Client’s Retirement Income Style

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Determining Your Client’s Retirement Income Style – Wade Pfau As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged, and it is hard for retirees to identify which strategies …

Read moreDetermining Your Client’s Retirement Income Style

Women Vulnerable in Retirement: Housing Wealth Solutions

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.4 / 5 Women Vulnerable in Retirement: Housing Wealth Solutions – Shelley Giordona Women face unique challenges in retirement such as living longer than their spouse, earning less during their career, experiencing gray divorce or solo aging. Most retired women are homeowners. They can be more retirement secure and …

Read moreWomen Vulnerable in Retirement: Housing Wealth Solutions
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