Archive for Intermediate Level Courses

Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives

Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives Buy now for $29 Overall Rating: 4.6 / 5 Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives ​- Lori Bitter Learn how Generation X, Baby Boomers and the Silent Generation are approaching their lives today, what they see for their future, […]

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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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A Missing Link: The Broadening Extended and LTC Planning Options

A Missing Link: The Broadening Extended and LTC Planning Options Buy now for $29 Overall Rating: 3.8 / 5 A Missing Link: The Broadening Extended and LTC Planning Options – Carroll Golden Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks […]

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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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Maximizing Your Clients’ Social Security

Maximizing Your Clients’ Social Security Buy now for $29 Overall Rating: 4.7 / 5 Maximizing Your Clients’ Social Security – Matthew Allen With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions. The average couple receives over $1 million in […]

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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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Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool

Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool Buy now for $29 Overall Rating: 4.8 / 5 Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool – Allen Chao The Home Equity Conversion Mortgage (HECM) is one of the safest ways to mortgage for […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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A Holy Grail of Retirement: How to increase income and growth while improving liquidity

A Holy Grail of Retirement: How to increase income and growth while improving liquidity Buy now for $29 Overall Rating: 4.1 / 5 A Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke Understanding what retirees want and what keeps them up at night are major elements for […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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Through the Looking Glass: Three Popular Retirement Income Philosophies

Through the Looking Glass: Three Popular Retirement Income Philosophies Buy now for $29 Overall Rating: 4.4 / 5 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins 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 […]

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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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Building a Generational Practice with Extended and Long Term Care

Building a Generational Practice with Extended and Long Term Care Buy now for $29 Overall Rating: 8.5 / 10 Building a Generational Practice with Extended and Long Term Care – Carroll Golden 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 […]

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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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Estimating the True Cost of Retirement

Estimating the Cost of Retirement Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. Estimating the True Cost of Retirement – David Blanchett Retirement is the most expensive “purchase” faced by most individuals. In order to properly forecast the value of assets during retirement, it is […]

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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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A Platinum Retirement Challenge – Gray Divorce

A Platinum Retirement Challenge – Gray Divorce Buy now for $29 Overall Rating: 4.5 / 5 A Platinum Retirement Challenge – Gray Divorce – Lili Vasileff 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. […]

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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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Impact of Retirement Age Uncertainty on Retirement Outcomes

Impact of Retirement Age Uncertainty on Retirement Outcomes Buy now for $29 Overall Rating: 4.5 / 5 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett’s award-winning research addresses the implications of retirement age assumptions and the impact on […]

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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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Behavioral Finance: Why Do We Do the Things We Do

Behavioral Finance: Why Do We Do the Things We Do Buy now for $29 Overall Rating: 4.9 / 5 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc.  The same is true […]

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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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Key IRA Changes Made by the SECURE Act

Key IRA Changes Made by the SECURE Act Buy now for $29 Overall Rating: 8.8 / 10 Key Most Significant IRA Changes Made by the SECURE Act – Denise Appleby The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions. Practitioners must understand how […]

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Posted in: 1 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development Courses

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