02/04/2019 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Rebroadcast

Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement. Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients.

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, November 28, 2018, 11:00 AM – 12:00 PM EST – 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 60+ 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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01/30/2019 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

Making the wrong decision in Medicare enrollment or non-enrollment can include lifetime financial penalties. You can help your clients manage Medicare costs by referring them to resources to help them make informed decisions and better understanding how taxable investment income can affect their monthly premiums.

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, November 19 2018, 1:00 PM – 2:00 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 60+ 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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01/21/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – 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.

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 60+ live, rebroadcast, and recorded courses90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

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01/08/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

There are surprisingly many nuances in the gray divorce statistics. Understand what boomers want, experience, and what are the consequences are of gray divorce relating to financial security. Learn how to identify unique issues in divorce that are one-time opportunities for clients to maximize their outcome.

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, 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! 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 60+ 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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01/04/2019 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Register here – Rebroadcast

A medical crisis can put families into a tailspin if a plan is not in place ahead of time. Advisors must understand how a medical event might affect the retirement security of the aging client and their adult children caregivers, and what can be done to help clients be financially and legally prepared.

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, January 4, 2019, 2:00 PM – 3:00 PM EST – 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 60+ 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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12/27/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast – Register here

Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected to increase dramatically. It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse.

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 Thursday, December 27, 2018, 12:00 PM – 1:00 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 60+ 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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12/17/2018 Plan for the 21st Century Retirement – Steve Vernon – Rebroadcast – Register here

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

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, December 17, 2018, 1:00 PM – 2:00 PM EST – 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 60+ 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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12/13/2018 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – LIVE WEBINAR – Register here

An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an advance directive.

This LIVE WEBINAR in which you may ask the presenter a question will be held on December 13 @ 12:00 PM – 1:00 PM EST – 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 60+ 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 60+ 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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12/04/2018 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust – Rex Hogue – Rebroadcast – Register here

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 60+ 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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Retirement Planning Beyond the Dollars and Cents – Robert Laura – Add to cart

Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it.

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 60+ live, rebroadcast, and recorded courses90 Days for $99 or 365 Days for $199. Become a Member and save on CE.


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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Add to cart

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.

This online recorded webinar learning course is brought to you from a recent live webinar and is worth 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 60+ live, rebroadcast, and recorded courses90 Days for $99 or 365 Days for $199. Become a Member and save on CE.

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Online CE Course Store

 

Make informed retirement decisions with CE courses from today’s experts.

Our individual courses and Professional Development Membership Programs are designed to serve your needs as a retirement professional in the new retirement environment which requires that advisors take a holistic approach when managing the retirement assets, income, and risks of the middle mass and mass affluent markets. Subjects and speakers are chosen especially for retirement professionals, financial advisors, accountants, call center professionals, support staff, and public sector defined benefit, hybrid and defined contribution educators. Courses are broken down into the three components of retirement and income planning:

  • PLAN for retirement readiness (green courses below). Retirement readiness is holistic, not just financial readiness.
  • PROTECT plan from retirement risks (yellow courses below). Retirement risks can torpedo even the best-laid plans and should be assessed before designing a retirement income plan.
  • PROVIDE retirement income (purple courses below). Retirement income planning is more complex than accumulation planning. All resources available (timing of Social Security, Medicare, pre- and after-tax savings and strategies, human capital, home equity, etc.) should be integrated into a retirement income plan.

We are a CE Quality Partner of the CFP Board of Standards and have over 60 courses accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, ASPPA and other certification or designations. See our upcoming no-quiz, live webinar schedule here.

Each course is $29 when purchased separately (click on the course name for more information), Retirement Resource Center Professional Development CE Memberships
or receive access to all online and upcoming live courses when you Become a Member,
90 Days for $99 or 365 days for $199.

View entire course selection of live, rebroadcast, and recorded webinar courses below.

Scroll below to see all upcoming live and rebroadcast webinars (no quiz required for CE) and online prerecorded elearning webinar courses (online quiz required to receive CE).




Choose from 60+ high-quality, informative webinars by today's leading experts.

A - GH - MN - TT - Z

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby

Housing for Retirees: Buy, Sell or Hold?
Michael Falk

No Portfolio is an Island
David Blanchett

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin

A 21st Century Connection: Health and Wealth
Ron Mastrogiovanni

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement
Mathew Greenwald and Cindy Levering

Off With Your (Rule of) Thumbs!
Michael Falk

The Holy Grail of Retirement: How to increase income and growth while improving liquidity
Curtis Cloke

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
Sandra Timmermann
REBROADCAST
01/21/2019

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

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Cindy Hounsell

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

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

Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen
REBROADCAST
01/08/2019

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff
LIVE WEBINAR
12/13/2018

Advance Care Planning: A Critical Component for Building Client Relationships
Paul Malley

How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon
REBROADCAST
12/17/2018

Plan for the 21st Century Retirement
Steve Vernon

The Silver Tsunami and Long-Term Care
Nyal Bischoff

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo
REBROADCAST
01/04/2019

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

Principles of Effective One-to-One Communication

Joe Tabers

The Stage is Set for Serving the Mid-Market
Betty Meredith

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies
Roy Ramthun and Aaron Benway

Integrating Home Equity and Retirement Savings through the "Rule of 30"
Neuwirth and Sacks
REBROADCAST
12/27/2018

Protecting Your Clients From Financial Abuse
Bob Mauterstock

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

Changing Behavior or Changing Attitudes

Diane Savage

Introduction to Managing Retirement Income
Kevin Seibert

Protecting Your Clients from Financial Elder Fraud
David Kessler

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Denise Appleby

Don't Let Disability Derail Retirement Security
Rappaport and Kaleda

Investing in Bonds in a Rising Rate Environment
Greg Prost

Retirement as a Time to Reinvent, Rewire, and Renew

Diane Savage

Understanding Communication Styles

Joe Tabers

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
Amber Woodland

IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
Rex Hogue

Retirement Happiness: Planning for a Successful Transition

John Nelson

What Advisors Need to Know About Qualified Longevity Annuity Contracts
Gary Baker

Enough About the Assets Already!

Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement

Michael Falk

Retirement Planning Beyond the Dollars and Cents
Robert Laura

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

Estimating the True Cost of Retirement
David Blanchett

Maximizing Your Clients’ Social Security
Matthew Allen

Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer
Shelley Giordano

What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Sandra Timmermann

Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra
REBROADCAST
01/30/2019

Medicare 101 – The As, Bs, Cs, and Ds of Medicare
Erin Fisher
REBROADCAST
02/04/2019

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects
Heather Schreiber

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
Michael Sullivan

Misperceptions and Management of Retirement Risks
Carol Bogosian

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions
John Salter

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

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

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

Tax-Efficient Draw Downs in Retirement
Stephen Horan

Year-end Planning and Compliance Requirements for IRAs
Denise Appleby

Grey Divorce and Retirement
Andrew Samalin

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups

Greenwald and Bogosian
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