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.opment-ce-memberships/” target=”_blank” title=”Retirement Professional Development CE Memberships”>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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08/07/2018 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – REBROADCAST

It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be lost if dying to soon. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals.

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, August 7, 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.opment-ce-memberships/” target=”_blank” title=”Retirement Professional Development CE Memberships”>Become a Member and save on CE.


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08/01/2018 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff -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 Wednesday, August 1, 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 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.opment-ce-memberships/” target=”_blank” title=”Retirement Professional Development CE Memberships”>Become a Member and save on CE.


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07/27/2018 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – 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, July 27, 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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07/19/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – LIVE Webinar

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.

This LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, July 19, 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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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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