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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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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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  Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks associated with the need for extended or long-term care.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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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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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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Maximizing Your Clients’ Social Security – Matthew Allen – Learn more – Rebroadcast

  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 lifetime Social Security benefits, so for many of your clients, this will be a critical component of their overall financial and […]

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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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08/05/2020 No Portfolio Is An Island – David Blanchett – Learn more – Rebroadcast

  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, Upcoming Live Webinars

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08/10/2020 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Learn more – Rebroadcast

  When it is time to sign up for Medicare, your clients are faced with two seemingly simple options: should I choose a Medicare Advantage plan or a Medigap contract? This single decision is perhaps the most complex and impactful one that a Medicare beneficiary will make. Choosing between Medigap and Medicare Advantage plans drastically […]

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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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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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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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12/21/2020 Everything You Need to Know… About Investing – Michael Falk – Learn more – Rebroadcast

  The act of investing almost always has a purpose, a goal. However, all too often, investors fail to do what’s necessary to increase the probability of reaching their goals. The causes range from too little investment literacy to disadvantaged (emotionally biased) decision-making or poor planning. Advisors need a simple, effective guide that can help […]

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

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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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09/02/2020 Key IRA Changes Made by the SECURE Act – Denise Appleby – Learn more – Rebroadcast

  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, Upcoming Live Webinars

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