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Retirement Resource Center
Where today's experts help you secure retirement
Medicare, Health Savings Accounts, Long-term Care
Medicare , Health Savings Accounts, Long-term Care CFP CE and consumer retirement education
Buy now for $29 Overall Rating: 4.8 / 5 Navigating the Critical Ages of Retirement Income Planning – Heather Schreiber As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners. Missing opportunities to save more or to leverage little-known strategies …
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 …
Buy now for $29 Overall Rating: 4.8 / 5 21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare. However, they might perceive Medicare to be a world of …
Buy now for $29 Overall Rating: 4.3 / 5 The “Shadow Caregiving System” – Carroll Golden What is the “Shadow Caregiving System”? How is it affecting multiple generations’ financial stability and investments? Incorporating extended or long-term care in a financial plan requires a difficult conversation. Starting the conversation is not enough. Regardless of how a …
Buy now for $29 Overall Rating: 4.8 / 5 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning – Ari Parker Medicare’s complex structure can have a significant impact on your client’s retirement plan. It is important for advisors to use a Three P’s method when helping clients choose between traditional Medicare and Medigap Plans, and Medicare …
Buy now for $29 Overall Rating: 4.9 / 5 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Derek Graham Parents of a child with developmental disabilities have a variety of financial implications to consider. From waivers to government benefit programs, parents need to understand how their actions (or …
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 …
Your one-stop retirement resource for financial services companies, wealth management firms, employers, public sector retirement systems, financial advisors, and future retirees.
