Archive for Intermediate Level Courses

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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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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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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How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Learn more

  How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts. Learn how to beat the “conventional wisdom” used to generate retirement income for your clients.   In “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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21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang – Learn more

  It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare.  However, they might perceive Medicare to be a world of unspoken rules and fear making the wrong decision. There are strategies you can help your clients use both before starting Medicare and while enrolling […]

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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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10/26/2020 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Learn more – Rebroadcast

  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, Upcoming Live Webinars

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11/13/2020 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Learn more – Rebroadcast

  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, Upcoming Live Webinars

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11/19/2020 Guaranteed Income: The Forgotten Household Asset – David Blanchett – Learn more – Live Webinar

  Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability. Explore why financial planners need to consider guaranteed income more fully, since doing can have significant implications on […]

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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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11/23/2020 Reverse Mortgage Strategies for the Middle Market – Shelley Giordano – Learn more – Rebroadcast

  Home equity is the largest asset middle market retirees have after the present value of their Social Security and pension benefits (working in retirement is 3rd; savings is 4th). In a time when lifetime income sources such as pensions and Social Security benefits are declining, accessing home equity will become more important as people […]

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

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