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Retirement Resource Center - retirement education and training for financial professionals, their clients and consumers

Retirement Resource Center

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Elder Fraud, Elder Financial Abuse

Elder Fraud, Elder Financial Abuse

Elder Fraud, Elder Financial Abuse CFP CE and consumer education

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 …

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Maximizing Retirement Success: Beyond Assets and Liabilities

December 1, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.5 / 5 Maximizing Retirement Success: Beyond Assets and Liabilities – Chia-Li Chen The session is designed to equip financial advisors with advanced strategies for managing retirement asset distributions, with a special focus on clients who are pre-retirees or retirees. Dr. Chien will delve into the often-overlooked aspects of …

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Protecting Seniors from Identity Theft and Scams

December 1, 2023 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 …

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Age Wave: Meeting the Elder Planning Needs of Today’s Retiree

November 4, 2023 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 8.4 / 10 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Bob Mauterstock The fastest growing age group in the U.S. are people over age 85, and more than $40 trillion of their assets will be transferred to the next generation by 2050. However, over 90% …

Read moreAge Wave: Meeting the Elder Planning Needs of Today’s Retiree

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  • $125 / 90 Days Retirement CE Subscription. Includes 12 live or rebroadcast no quiz webinars
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  • Store for Single On-demand Courses

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