Archive for 2. PROTECT from Retirement Risks

Understanding How Different Types of Annuities Work – Wade Pfau – Learn more

  Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace and understanding how they work can be complex. This presentation seeks to provide a better understanding about different […]

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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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09/22/2020 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Learn more – Rebroadcast

  Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are not immune and the largest increase (55%) is in first time marriages of over 20 years. The gray […]

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

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11/04/2020 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Learn more – Rebroadcast

  Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an […]

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12/04/2020 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Learn more – Rebroadcast

  Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture of Federal Regulations, misinformation and unrelenting mailings from companies selling Medicare plans. Your clients’ Medicare decision includes what additional plan to buy to offset their 20% of the bill, deductibles and coinsurance that […]

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

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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 […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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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