Archive for Overview Level Courses

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Learn more

  Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement. Learn about Social Security from a holistic point of view and how you can […]

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

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The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer – Learn more

  In the 21st Century, the landscape of retirement is changing. People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning. It’s important for people to think about what they are retiring TO rather than just […]

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Posted in: 1 hr CE courses, 1. PLAN for Retirement Readiness, Online Retirement CE Professional Development Courses, Overview Level Courses

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The Value of Safe Home Care – Phil Bongiorno

  The number of families utilizing home care services continues to grow in the United States.  A greater number of family caregivers who are caring for a loved one with a chronic or debilitating health condition are turning to home care, rather than institutional care, for their long-term care needs. Many cite the desire for […]

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

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Understanding Communication Styles for More Effective Client Relations – Joseph Tabers – Learn more

  Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward conveying important information and building trust with the people you serve. It is important for professionals to be able to identify, understand and prepare to adapt to the […]

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Posted in: 1 hr CE courses, 1. PLAN for Retirement Readiness, Online Retirement CE Professional Development Courses, Overview Level Courses

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America’s REAL Retirement Coverage Crisis – Solution: The HSA in Your Future – Jack Towarnicky – Learn more

  America’s retirement coverage crisis is not income replacement, but funding future medical expenses. While 2019 marked the 16th anniversary of legislation that created Health Savings Accounts (HSAs), many still regard the HSA as a new, untested innovation. However, there is a growing convergence of health and wealth among plan sponsors who increasingly deploy the HSA […]

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

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Effective One-to-One Communication for Advisors and Retirement Counselors – Joseph Tabers – Learn more

One of the challenges for retirement professionals who meet face-to-face or over-the-phone with clients is limited or compressed time for communicating. When communication time gets cut short, mistakes and misunderstandings can and do occur.  When we take steps to aid or improve the communication process, we have less stress, fewer client misunderstandings and better outcomes. […]

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Posted in: 1 hr CE courses, 1. PLAN for Retirement Readiness, Online Retirement CE Professional Development Courses, Overview Level Courses

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Protecting Your Clients From Financial Abuse – Bob Mauterstock – Learn more

  Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected to increase dramatically. It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with […]

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

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Retirement Planning Beyond the Dollars and Cents – Robert Laura – Learn more

  Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at an alarming rate because they aren’t prepared for the non-financial aspects of it. During the webcast we will expose the fatal flaws of traditional planning, discuss […]

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

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Off With Your (Rule of) Thumbs! – Michael Falk – Learn more

  Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, “immunize before we optimize”. There are several well-accepted schools of thought used today by many professionals for retirement planning. Based on his belief that it is important to “immunize before you optimize” for […]

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

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Managing Retirement Income: What Your Clients Need to Know – Kevin Seibert – Learn more

  Many of your clients are part of the 78 million baby boomers approaching or already in retirement. What do you need to help them understand about when to retire and how to manage, protect and withdraw their savings? In this session, you will learn about helping your clients transition from accumulating assets to one […]

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

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11/04/2020 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Learn more – Rebroadcast

  Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health and financial issues. An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an […]

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Posted in: 1 hr CE courses, 2. PROTECT from Retirement Risks, Online Retirement CE Professional Development Courses, Overview Level Courses, Upcoming Live Webinars

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Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Learn more

  Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture of Federal Regulations, misinformation and unrelenting mailings from companies selling Medicare plans. Your clients’ Medicare decision includes what additional plan to buy to offset their 20% of the bill, deductibles and coinsurance that […]

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

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