Archive for 1. PLAN for Retirement Readiness

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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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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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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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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Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Learn more

  By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them. In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care […]

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Posted in: 1. PLAN for Retirement Readiness, 2 hr CE courses, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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10/26/2020 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Learn more – Rebroadcast

  We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc.  The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. Multiple studies and surveys have indicated how woefully inadequate average retirement savings […]

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

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11/13/2020 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Learn more – Rebroadcast

  Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. The three most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals. It is important to understand how to execute each strategy and how each income […]

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

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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 […]

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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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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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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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