12/04/2018 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust – Rex Hogue – REBROADCAST

Qualified retirement plans can create numerous estate planning problems. Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, December 4, 2018, 3:00 PM – 4:00 PM EST – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.opment-ce-memberships/” target=”_blank” title=”Retirement Professional Development CE Memberships”>Become a Member and save on CE.


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11/06/2018 Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – REBROADCAST

See highlights conclusions from a 4 phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators that could be offered in DC retirement plans, and how to use a diversified portfolio approach.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, November 6, 2018, 3:00 PM – 4:30 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.opment-ce-memberships/” target=”_blank” title=”Retirement Professional Development CE Memberships”>Become a Member and save on CE.


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10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – REBROADCAST

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, there are many questions about Social Security. The average couple receives over $1 million in lifetime Social Security benefits, so for many this will be a critical component of their overall retirement planning.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, October 2, 2018, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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09/11/2018 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – REBROADCAST

Mistakes with IRA transactions are a common occurrence, which can result in loss of tax-deferred status and penalties being owed to the IRS. Advisors need to put measures in place to help their clients avoid mistakes and where possible, correct mistakes that have already been made.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, September 11, 2018, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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09/05/2018 Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes – Rebroadcast

Most senior adults prefer to stay in their home as long as possible – after all, home is where the heart is. People who will soon retire say their future health care costs are an important financial concern. Advisors may be able to address some of these concerns.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This course is brought to you from a recent live webinar and will be REBROADCAST on Wednesday, September 5, 2018, 11:00 AM – 12:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.opment-ce-memberships/” target=”_blank” title=”Retirement Professional Development CE Memberships”>Become a Member and save on CE.


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08/27/2018 Estimating the True Cost of Retirement – David Blanchett – Rebroadcast

Retirement is the most expensive “purchase” faced by most individuals. Retirement professionals need a framework to understand and project retirement costs for clients, and a process to better estimate the true retirement cost.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This course is brought to you from a recent live webinar and will be REBROADCAST on Monday, August 27, 2018, 1:00 PM – 2:30 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.opment-ce-memberships/” target=”_blank” title=”Retirement Professional Development CE Memberships”>Become a Member and save on CE.


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08/24/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Rebroadcast

Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply. It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies.

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

This course is brought to you from a recent live webinar and will be REBROADCAST on Friday, August 24, 2018, 2:00 PM – 3:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this online recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.opment-ce-memberships/” target=”_blank” title=”Retirement Professional Development CE Memberships”>Become a Member and save on CE.


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08/16/2018 Plan for the 21st Century Retirement – Steve Vernon – LIVE WEBINAR

Critical decisions faced by older workers are influenced by behavioral economics factors. Retirement professionals are ideally positioned to help their clients navigate these decisions.

This LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, August 16, 2018, Noon – 1:00 PM EDT – no need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz LIVE webinar when you can ask the presenter questions, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

Click here to ask the presenter your question!

Ask your question to the presenter of this webinarEach month we feature a LIVE webinar speaker in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:

  • A 90-Day $99 membership for free, giving you full access to 50+ courses and any no-quiz webinars and rebroadcasts held during that time!
  • Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!

You do not need to make a purchase or be present to win.


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What You Need to Know About Managing Your Retirement Income – MP3

“When and how should I take income from my employer-sponsored and IRA retirement savings? When should I take Social Security? How do I protect against outliving my money?

”Once you’ve been retired several years, a gap might materialize between your retirement income and retirement expenses depending on how well income is protected against inflation. In addition, a new retirement environment of longer life expectancies, rising health care costs, and fluctuating retirement savings values will make the income stage of retirement an increasingly difficult challenge for all but the most prepared.
It is essential that you understand the challenges you will face before you retire so you can make informed decisions about when to retire and how to take distributions from your pension, 457, 403(b), and other personal retirement savings. You need to understand how to successfully transition into and manage your income and expenses in retirement so you can experience the enjoyment and peace of mind you deserve!
Who Should Take This Course
If you are a middle-income to upper-middle income pre-retiree or retiree who wants to make informed decisions about when to retire and how to convert employer retirement plan and other savings into income during retirement, then this course is for you!
Instructional Method
You will learn a retirement income decision-making process and create an actionable action plan using an interactive, hands-on approach that increases the application and retention of new skills. Completion of the worksheets from this course will help you save time and money if your choose to work with an advisor or Certified Retirement Counselor® (CRC®) to help you refine and implement a retirement income plan.
This course includes:

 

What you’ll learn:

  • Identifying your retirement income sources and how your pension works with Social Security, personal savings and post-retirement employment.
  • A six-step process for creating a retirement income plan, complete with sample worksheets.
  • The four greatest risks facing retirees today and how to manage them.
  • Identifying potential gaps in your retirement income and your options for making up the difference between your expenses and income.
  • Tax and income distribution considerations before taking income or continuing to work.
  • Why traditional income calculations and assumptions are inadequate.
  • Tips on creating a secure income stream that lasts a lifetime.

What Participants are Saying about the “What You Need to Know About Managing Retirement Income™” Workshop

“Provided things to think about that I had not previous considered.”

“Helpful with showing how inflation and healthcare will affect our retirement savings/spending.”

“This showed me where I need to be for retirement.”

“No one should consider retirement without this information.”

“I would have liked to have seen this five years ago!”

“[The] worksheets are very helpful for real situations.”

“Excellent workshop – very informative; hands-on approach is very valuable.”

“This hour and a half really made us take a realistic look at retirement.”

“It helps my husband and me to start planning in a practical way that we can understand.”

“I don’t plan on retiring for 5-10 years. I wish I would have attended sooner.”

“Explained very well so the average person could understand. I learned so much!”

“The workbooks will serve as a valuable tool to assess my current economic status and how to work to make positive changes to increase a retirement savings program.”

“Really appreciate the take home information. The worksheets are very helpful. These items can be re-visited periodically during retirement.”

“The information presented in a way to understand and information that I believe will be used once in retirement.”

“I am happy we took this seminar 15 years before the planned retirement.”

“The ‘shock and awe’ strategy works!”

Presenter: Diane C. Savage, CFP®, CRC®, Goodlife

Developed by:

   Betty Meredith, CFA®, CFP®, Author Controlling Your Financial Future, Published by Discover Learning, Inc.

 

What customers say: “No one should consider retirement without this information.”

Designed for: Consumers and employees

Learning Stage: 1 – Retirement essentials

Retail: $9.95

Take a look inside: 

Available in these media formats: 

 
 Specifications: MP3 download

SKU: 01IRRCRIMWhatKnowMP311

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

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A 21st Century Connection: Health and Wealth – Ron Mastrogiovanni

Most retirement income plans typically target a 75% to 85% income replacement ratio. With the goal of helping retirees plan their future income requirements based on pre-retirement expenses, income replacement ratios are the basis of many retirement income plans and calculators.

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other Continuing Education Credit when you pass the online quiz.
This course is $29 for non-members or free for members. Membership includes 50+ courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

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A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps – Sandra Timmermann

As our clients age, some will develop diseases. What are some steps that might be taken if their 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 practical dilemmas for their financial advisors.

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival – Bruce McPherson

Home equity is the largest financial asset for all but the wealthiest Americans. Retirement counselors need to understand options for helping clients appropriately use their home equity if their economic situation requires it, including options for proactive implementation of reverse mortgage strategies for portfolios.

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

The course is $29 for non-members or free for members. Membership includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and recorded courses – 90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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