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Retirement Resource Center

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Upcoming Webinars

09/16/2025 How Much Can I Really Withdraw? Navigating Safe Retirement Spending in Today’s Market Live Webinar at 2-3 PM EDT

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Buy now for $29 Overall Rating: Not yet rated As market conditions evolve and traditional retirement income rules face new challenges, financial advisors are encountering clients who are uncertain about sustainable withdrawal rates from their retirement portfolios. The classic 4% rule may no longer provide adequate guidance in an environment of elevated equity valuations and …

Read more09/16/2025 How Much Can I Really Withdraw? Navigating Safe Retirement Spending in Today’s Market Live Webinar at 2-3 PM EDT

09/24/2025 Actions Beyond Retirement Planning for Money Protections with Memory Loss Rebroadcast at 1-2 PM EDT

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Buy now for $29 Overall Rating: 4.5 / 5 Actions Beyond Retirement Planning for Money – Christine Moriarty The Money and Memory session is specifically designed for financial and long-term planners to help people with the financial realities that many will encounter. By preparing for the possibilities ahead, individuals can live through retirement with a …

Read more09/24/2025 Actions Beyond Retirement Planning for Money Protections with Memory Loss Rebroadcast at 1-2 PM EDT

09/25/2025 CFP Board Code of Ethics and Standards of Conduct Live Webinar – Only $25

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Pick a CFP Ethics date and purchase now for $25 Overall Rating: 4.9/ 5 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta Upcoming Dates and Times: Thurs., September 25, 2025 – 2-4 PM ET Tues., October 21, 2025 – 2-4 PM ET Tues., November 18, 2025 – 2-4 PM ET Tues., …

Read more09/25/2025 CFP Board Code of Ethics and Standards of Conduct Live Webinar – Only $25

10/01/2025 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Rebroadcast at 2-3 PM EDT

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Buy now for $29 Overall Rating: 4.8 / 5 21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare.  However, they might perceive Medicare to be a world of …

Read more10/01/2025 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings Rebroadcast at 2-3 PM EDT

10/07/2025 Incorporating the Housing Asset in Retirement Income Planning Rebroadcast at 3-4 PM EDT

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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 more10/07/2025 Incorporating the Housing Asset in Retirement Income Planning Rebroadcast at 3-4 PM EDT

10/22/2025 A Platinum Retirement Challenge – Gray Divorce Rebroadcast at 1-2 PM EST

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Buy now for $29 Overall Rating: 4.5 / 5 A Platinum Retirement Challenge – Gray Divorce – Lili Vasileff Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are …

Read more10/22/2025 A Platinum Retirement Challenge – Gray Divorce Rebroadcast at 1-2 PM EST

11/04/2025 Protecting Seniors from Identity Theft and Scams Rebroadcast at 3-4 PM EDT

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Buy now for $29 Overall Rating: 4.5 / 5 Protecting Seniors from Identity Theft and Scams – Steve Weisman Seniors are particularly vulnerable to being scammed and becoming victims of identity theft. Elder fraud is a huge problem that costs seniors more than 3 billion dollars a year. This session will identify why seniors are …

Read more11/04/2025 Protecting Seniors from Identity Theft and Scams Rebroadcast at 3-4 PM EDT

11/12/2025 Strategies for the Great Wealth Transfer Rebroadcast at 2-3 PM EST

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Buy now for $29 Overall Rating: 4.5 / 5 Strategies for the Great Wealth Transfer – Tiffany House The great wealth transfer is happening over the next 10-25 years, yet many advisors miss crucial opportunities to not only assist their clients but also to strengthen relationships and engage the next generation. It is important for …

Read more11/12/2025 Strategies for the Great Wealth Transfer Rebroadcast at 2-3 PM EST

12/03/2025 The Psychology of Retirement Rebroadcast at 2-3 PM EST

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Buy now for $29 Overall Rating: 4.9 / 5 The Psychology of Retirement – Robert Laura What if your biggest retirement threat is not inflation, health care costs, or running out of money? While these are important, each one pales in comparison to running out of family, friends, good health, and retirement happiness. It is …

Read more12/03/2025 The Psychology of Retirement Rebroadcast at 2-3 PM EST

12/17/2025 Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries Rebroadcast at 2-3 PM EST

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Buy now for $29 Overall Rating: 4.9 / 5 Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries – Denise Appleby The IRS issued its highly anticipated final regulations for required minimum distributions on July 19, 2024. These regulations incorporate rules from both the SECURE Act and SECURE 2.0 Act. With …

Read more12/17/2025 Final RMD Regulations: RMDs and the Distribution Options for IRA Owners and Beneficiaries Rebroadcast at 2-3 PM EST

12/23/2025 Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients Rebroadcast at 1-2 PM EST

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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 more12/23/2025 Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients Rebroadcast at 1-2 PM EST

Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

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Buy now for $29 Overall Rating: 4.9 / 5 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Derek Graham Parents of a child with developmental disabilities have a variety of financial implications to consider. From waivers to government benefit programs, parents need to understand how their actions (or …

Read moreHelping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

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