Archive for Courses By Topic

Protecting Your Clients From Financial Abuse – Bob Mauterstock – Learn more

  Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected to increase dramatically. It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with […]

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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 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Learn more

  While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier ages than expected.   In “The Impact of Retirement Age Uncertainty on Retirement Outcomes”, you will: 1. Understand current […]

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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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Retirement Planning Beyond the Dollars and Cents – Robert Laura – Learn more

  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 for the non-financial aspects of it. During the webcast we will expose the fatal flaws of traditional planning, discuss […]

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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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Estimating the True Cost of Retirement – David Blanchett – Learn more

  Retirement is the most expensive “purchase” faced by most individuals. In order to properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total retirement liability, such as their optimal replacement rate, their forecasted retirement period, and what it truly means to fail (or […]

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Posted in: 1. PLAN for Retirement Readiness, 1.5 hr CE courses, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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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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08/05/2020 No Portfolio Is An Island – David Blanchett – Learn more – Rebroadcast

  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, Upcoming Live Webinars

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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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12/04/2020 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Learn more – Rebroadcast

  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, Upcoming Live Webinars

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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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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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