Archive for Intermediate Level Courses

Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives – Lori Bitter – Rebroadcast – Learn more

  Learn how Generation X, Baby Boomers and the Silent Generation are approaching their lives today, what they see for their future, and how they are hacking the transitions of aging and the potential of living to 100. The new generation of caregivers differ from the Baby Boomers and these differences will impact everything.   […]

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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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Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Learn more

  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 most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals. It is important to understand how to execute each strategy and how each income […]

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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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How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Learn more

  “How much can I spend in retirement?” Dr. Pfau has conducted an in-depth study and authored a new book that focuses on sustainable spending from investment portfolios in the face of a variety of retirement risks. Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than […]

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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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Heading Toward Social Security Reform – Bruce Schobel – Learn more

  The Social Security program is heading toward a financial crisis around 2035. Before then, Congress must take action to allow full benefits to be paid on time. We are seeing the beginnings of Social Security reform legislation moving through the House of Representatives this year.   In “Heading Toward Social Security Reform”, you will: […]

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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 – David Blanchett – Learn more

  Retirement is the most expensive “purchase” faced by most individuals. In order to properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total retirement liability, such as their optimal replacement rate, their forecasted retirement period, and what it truly means to fail (or […]

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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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The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Learn more

  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

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Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Learn more

  We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc.  The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. Multiple studies and surveys have indicated how woefully inadequate average retirement savings […]

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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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The “Missing Link”: The Broadening Extended and LTC Planning Options – Carroll Golden – Learn more

  Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks associated with the need for extended or long-term care. With a world-wide population “maturing,” with services and personnel projected to be overwhelmed, we need to start conversations, educate ourselves and others, […]

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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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No Portfolio Is An Island – David Blanchett – Learn more

  Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets. Financial assets, such as stocks and bonds, are only one component of an investor’s total economic worth. Other assets, such as human capital, real estate, and pensions […]

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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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Key IRA Changes Made by the SECURE Act – Denise Appleby – Learn more –

  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 these changes affect their clients, so that they can help them plan accordingly. Some of these plans will necessitate revisiting and changing beneficiary planning strategies that were implemented 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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The Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Learn more

  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 retirement savings for individuals who retire at earlier ages than expected.   In “The Impact of Retirement Age Uncertainty on Retirement Outcomes”, you will: 1. Understand current […]

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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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The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Learn more

  Understanding what retirees want and what keeps them up at night are major elements for financial professionals to resolve and solve for their pre-and-post retiree clients. It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be […]

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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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