Archive for Intermediate Level Courses

Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Learn more

  It is well-documented that most people reaching retirement age have savings (whether in a 401(k) account or otherwise) that are inadequate to meet their consumption needs during retirement. Recent research has shown that integrating home equity with retirement savings provides a strong enhancement of the amount available throughout retirement. The enhancement is obtained by […]

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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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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Learn more

  Most senior adults prefer to stay in their home as long as possible – after all, home is where the heart is. Yet, this may not always be the most practical choice. Retirement professionals are uniquely positioned to prompt important discussions between senior clients and their family members about lifestyle, housing, and healthcare needs […]

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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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Pensionizing Your (Client’s) Nest Eggs: What, How and Why? – Alexandra Macqueen – Learn more

  With the rapid decline of these traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated for retirement last a lifetime. How can you help your clients determine an optimal product mix that incorporates maximizing either a sustainable lifetime income, planned financial legacy, or […]

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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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Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes – Learn More

  Most senior adults prefer to stay in their home as long as possible – after all, home is where the heart is. People who are retired or will soon retire say in surveys that their future health care costs are an important financial concern. One reason is that they know from their own experience […]

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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 DOL Fiduciary Rule and Your Duty of Care – Blaine Aikin – Learn more

  The Department of Labor’s Fiduciary Rule is here and it is transforming the marketplace for advice. While managing conflicts of interest (fiduciary duty of loyalty) is the central focus of the Rule, the keys to compliance and advisor success are having policies, procedures, and practices in place to fulfil the fiduciary duty of care. […]

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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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Tax-Efficient Draw Downs in Retirement – Stephen Horan – Learn more

  Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes. This session challenges that advice by leveraging the economics of the risk-return characteristics of various tax structures and provides insights into pre-retirement asset allocation, asset location and importantly retirement drawdown.   In “Tax-Efficient Draw Downs in Retirement” […]

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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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Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival – Bruce McPherson – Learn more

  Home equity is most Americans’ largest financial asset. Learn options for proactive implementation of reverse mortgage strategies for improving portfolio survival. Home equity is the largest financial asset for all but the wealthiest Americans. As demonstrated in the Journal of Financial Planning, the proactive implementation of a reverse mortgage strategy – early in the […]

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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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Housing for Retirees: Buy, Sell or Hold? – Michael Falk

  We know your home is where your heart is, but we also know that’s one very big, illiquid asset (and liability too) with no yield in your portfolio. A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability.  Income is paramount, but […]

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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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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 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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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Learn more

  Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers. This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement […]

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Posted in: 1.5 hr CE courses, 3. PROVIDE Retirement Income, Intermediate Level Courses, Online Retirement CE Professional Development 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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