Archive for Overview Level Courses

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness – John Nelson – Learn more

  Some workers seek out retirement planning information — while others avoid it. They all hope to have a good life in retirement, yet approach it differently. When people do “life planning,” it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach. How can […]

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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 Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! – Cindy Hounsell – Learn more

  In an estimated 36.5 million households across the country, an adult is providing unpaid care to a family member. Sixty-six percent of those caregivers are women, according to the “Caregiving in the U.S.” study by the National Alliance for Caregiving. Caregivers spend on average 20 hours each week providing care, leaving them with less […]

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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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Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement – Michael Falk – Learn more

  Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies. The pursuit of retirement − regardless of success or failure − has economic implications for all of us. Retirement realities worldwide are changing because of the changes in population growth, a higher percentage of 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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A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps – Sandra Timmermann – Learn more

  As our clients age, some of them will develop diseases such as Alzheimer’s or other dementias. What are some steps that might be taken if a client’s behavior changes due to cognitive impairment? Those who are cognitively impaired may put their own retirement security at risk, at the same time, can cause ethical and […]

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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 Happiness: Planning for a Successful Transition – John Nelson – Learn more

  Gain insight into how financial security doesn’t automatically create happiness in retirement. Retirement planning and education programs provide tools and checklists for a successful financial transition. But financial security doesn’t automatically create happiness in retirement. Emerging research shows what actually leads to happiness — and it’s not obvious. This session shares practical tools and […]

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Posted in: 1. PLAN for Retirement Readiness, 1.5 hr CE courses, Online Retirement CE Professional Development Courses, Overview Level Courses

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Protecting Your Clients from Financial Elder Fraud – David Kessler – Learn more

  Financial crimes against the elderly are highly under-reported throughout the United States. Too often, incidents of stealing from an elderly victim are misdiagnosed as a “family matter,” or a civil court issue. Exploiting our elderly out of their lifelong savings and property is far more than stealing material items, it goes deeper. It is […]

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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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