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Retirement Resource Center - retirement education and training for financial professionals, their clients and consumers

Retirement Resource Center

Where today's experts help you secure retirement

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Retirement Essentials Training Part 1

Our Retirement Essentials Training is a 12-week retirement planning and retirement income planning education and training webinar series. It is designed especially for financial advisors, insurance agents, registered investment adviser (RIA) firms, and banking employees who prefer not to invest in earning a retirement designation yet seek high-quality retirement education and training to help their clients make more informed retirement decisions.

01/20/2026 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts Rebroadcast at 3-4 PM EST

December 31, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.6 / 5 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts – Denise Appleby The New York Times projects $16 trillion will be transferred to beneficiaries over the next ten years. With over $35 trillion held in tax-deferred retirement accounts- most of which is owned by …

Read more01/20/2026 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts Rebroadcast at 3-4 PM EST
Retirement Planning Beyond the Dollars and Cents - Robert Laura

Retirement Planning Beyond the Dollars and Cents

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC 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 …

Read moreRetirement Planning Beyond the Dollars and Cents

Why Your Client’s Net Worth Isn’t Their Most Important Number!

December 1, 2024 by Admin Retirement Resource Center

Overall Rating: 4.3 / 5 Why Your Client’s Net Worth Isn’t Their Most Important Number! – Zac Larson Clients, and their advisors, often place too much significance on net worth to determine retirement readiness. However, your client’s retirement happiness will come from focusing on experiences, people, and places that matter to them.  We can empower clients …

Read moreWhy Your Client’s Net Worth Isn’t Their Most Important Number!

Medicare Mastery: Integration Strategies for Comprehensive Financial Planning

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29   Overall Rating: 4.8 / 5 Medicare Mastery: Integration Strategies for Comprehensive Financial Planning – Ari Parker Medicare’s complex structure can have a significant impact on your client’s retirement plan. It is important for advisors to use a Three P’s method when helping clients choose between traditional Medicare and Medigap Plans, and …

Read moreMedicare Mastery: Integration Strategies for Comprehensive Financial Planning
Shelley Giordano Incorporating the Housing Asset in Retirement Income Planning

Incorporating the Housing Asset in Retirement Income Planning

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5 Incorporating the Housing Asset in Retirement Planning – Shelley Giordano For middle-income retirees, home equity is the largest asset they have after the present value of their Social Security and pension benefits (working in retirement is 3rd; retirement savings is 4th). In a time when lifetime income …

Read moreIncorporating the Housing Asset in Retirement Income Planning

Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.7 / 5  Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients – Heather Schreiber By 2045, 80 trillion dollars is projected to shift from older generations to younger ones, with a sizeable portion flowing into the hands of women. Despite their increasing financial influence, women continue …

Read moreBreaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients
Estimating the True Cost of Retirement – David Blanchett

05/21/2026 Estimating the True Cost of Retirement Live Webinar at 2-3 PM EDT

December 1, 2024 by Admin Retirement Resource Center

Buy now for $29 Overall Rating: 4.3 / 5 Estimating the True Cost of Retirement – David Blanchett Retirement is the most expensive “purchase” faced by most individuals. To properly forecast the value of assets during retirement, it is important to consider several other variables when estimating a person’s total retirement liability, such as their …

Read more05/21/2026 Estimating the True Cost of Retirement Live Webinar at 2-3 PM EDT
ncome Strategies – Wade Pfau

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies

December 17, 2023 by Webmaster Retirement Resource Center

Buy now for $29 Overall Rating: 4.3 / 5 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau 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 …

Read moreHow Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies

Retirement education, training and resources that build retirement security.

Your one-stop retirement resource for financial services companies, wealth management firms, retirement plan advisors, financial advisors, employers, public sector retirement systems, and current and future retirees.

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Retirement Speakers Bureau

Online Retirement CE Courses for Individuals

  • Be their advisor of choice with our convenient and valuable retirement CFP® CE webinars.
  • Upcoming Webinars Calendar
  • $125 / 90 Days Retirement CE Subscription. Includes 12 live or rebroadcast no quiz webinars
  • $250 / Year – Retirement CE Annual Subscription. Includes 52 live or rebroadcast no-quiz webinars
  • Store for Single On-demand Courses
  • Be their advisor of choice with our convenient and valuable retirement CFP® CE webinars.
  • Upcoming Webinars Calendar
  • $125 / 90 Days Retirement CE Subscription. Includes 12 live or rebroadcast no quiz webinars
  • $250 / Year – Retirement CE Annual Subscription. Includes 52 live or rebroadcast no-quiz webinars
  • Store for Single On-demand Courses

Group Learning Professional Development Options

  • Retirement Speakers Bureau
  • Custom Retirement Conference On-Demand for Financial Advisors
  • Custom Retirement Conference On-Demand for Public Sector Retirement Systems
  • Client Events for Wealth Management Firms
  • CRC® Certification
  • Retirement Speakers Bureau
  • Custom Retirement Conference On-Demand for Financial Advisors
  • Custom Retirement Conference On-Demand for Public Sector Retirement Systems
  • Client Events for Wealth Management Firms
  • CRC® Certification

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