Archive for Intermediate

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

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer 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 […]

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Posted in: Intermediate, PROVIDE Retirement Income

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Money for Life: Help your plan participants avoid going broke in retirement – Steve Vernon

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings. People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are […]

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Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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01/ 21/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Rebroadcast Learn more

01/21/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau This course is brought to you from a recent live webinar and will be REBROADCAST on Monday, January 21, 2019, 1:00 PM –2:00 PM EST – no need to take the online quiz to receive CE when […]

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Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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01/08/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Rebroadcast – Learn more

01/08/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Rebroadcast This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, January 8, 2019, 3:00 PM – 4:00 PM EST – no need to take the online quiz to receive CE when you attend the webinar! […]

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Posted in: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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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

How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger 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 […]

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Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks, Upcoming Live Webinars

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

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 the […]

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Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon

How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon This webinar introduces the Spend Safely in Retirement Strategy, which is a straightforward method for middle-income workers to generate reliable, lifetime retirement income from any IRA or 401(k) plan. This strategy was one outcome of a substantial research project conducted by the Stanford Center […]

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Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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Year-end Planning and Compliance Requirements for IRAs – Denise Appleby – Learn more

Year-end Planning and Compliance Requirements for IRAs – Denise Appleby Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients. Gain new insights and important reminders about how to help clients, employees, family and friends protect their retirement savings from avoidable penalties. This session is designed to help retirement […]

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Posted in: 1.0 hr CE, Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

By being retirement smart, we can help our women clients prepare ahead of time for the retirement-specific risks that are most likely to affect them. In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses […]

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Posted in: 2 hrs CE, Intermediate, Online Retirement CE Professional Development Courses, PLAN for Retirement Readiness

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

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding 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 […]

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Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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

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 a […]

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Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROVIDE Retirement Income

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

Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes 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 […]

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Posted in: Intermediate, Online Retirement CE Professional Development Courses, PROTECT from Retirement Risks

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