Archive for Courses By Topic

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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Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors – Amber Woodland – Learn more

  Understand the asset preservation strategies that are available to your clients. The average cost of nursing home care can quickly reduce your clients’ net worth. As a professional serving seniors, it is vital for you to understand the asset preservation strategies that are available to your clients. You will learn the basics of sheltering […]

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Posted in: 2 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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A 21st Century Connection: Health and Wealth – Ron Mastrogiovanni – Learn more

  Gain insight into how to approach helping your clients prepare for and address their healthcare costs in retirement. Most retirement income plans typically target a 75% to 85% income replacement ratio. With the goal of helping retirees plan their future income requirements based on pre-retirement expenses, income replacement ratios are the basis of many […]

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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 Happiness: Planning for a Successful Transition – John Nelson – Learn more

  Gain insight into how financial security doesn’t automatically create happiness in retirement. Retirement planning and education programs provide tools and checklists for a successful financial transition. But financial security doesn’t automatically create happiness in retirement. Emerging research shows what actually leads to happiness — and it’s not obvious. This session shares practical tools and […]

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

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Protecting Your Clients from Financial Elder Fraud – David Kessler – Learn more

  Financial crimes against the elderly are highly under-reported throughout the United States. Too often, incidents of stealing from an elderly victim are misdiagnosed as a “family matter,” or a civil court issue. Exploiting our elderly out of their lifelong savings and property is far more than stealing material items, it goes deeper. It is […]

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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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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Learn more

  Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers. This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement […]

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Posted in: 1.5 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Fitting Home Equity into a Retirement Income Strategy – Wade Pfau – Learn more

  How can reverse mortgages be used to better secure retirement? In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. This is not the appropriate way to think about reverse mortgages […]

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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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Planning for Elder Care – Brad Breeding – Takeaway #2 for Consumers

Planning for Elder Care by Brad Breeding – Takeaway #2: It is important to think about the continuum of care when planning for aging in retirement. If we think about the cost of care, we know what care costs. Whether it’s assisted living, nursing care, in home care; we know those costs can be exorbitant […]

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Posted in: 2. PROTECT from Retirement Risks, Future Retirees, Key Retirement Takeaways for Future Retirees

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