Archive for 2. PROTECT from Retirement Risks

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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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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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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