Archive for Courses By Topic

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 […]

Read more →

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

Leave a Comment (0) →

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 […]

Read more →

Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses, Upcoming Live Webinars

Leave a Comment (0) →

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 […]

Read more →

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

Leave a Comment (0) →

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 […]

Read more →

Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Intermediate Level Courses, Online Retirement CE Professional Development Courses

Leave a Comment (0) →

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 […]

Read more →

Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Intermediate Level Courses, Online Retirement CE Professional Development Courses

Leave a Comment (0) →

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 […]

Read more →

Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Intermediate Level Courses, Online Retirement CE Professional Development Courses

Leave a Comment (0) →

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, […]

Read more →

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

Leave a Comment (0) →

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 […]

Read more →

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

Leave a Comment (0) →

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 […]

Read more →

Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

Leave a Comment (0) →

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 […]

Read more →

Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Intermediate Level Courses, Online Retirement CE Professional Development Courses

Leave a Comment (0) →

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 […]

Read more →

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

Leave a Comment (0) →

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. […]

Read more →

Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

Leave a Comment (0) →
Page 4 of 5 12345