NEW! WEEKLY no-quiz rebroadcasts starting in June!

We always enjoy feedback from you… and you said you would like more opportunities to take no-quiz webinars.
Starting in June, we are providing a webinar EVERY WEEK, on a rotating time schedule.

 

International Foundation for Retirement Education® (InFRE)

International Foundation for Retirement Education (InFRE)

We are the professional development partner of the International Foundation for Retirement Education® (InFRE).

The Retirement Resource Center provides retirement-specific training and education programs by leading experts so Certified Retirement Counselors and other retirement professionals make decisions that fortify their client’s retirement security and peace of mind.

We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost thirty years in the financial industry. We are pleased to bring them to your desktop in a terrific selection of retirement-specific continuing education and professional development courses in a variety of media formats. New courses are added on a monthly basis!

Full access to 50+ CE Courses - Compare memberships - 90 Days/$99 or 365 Days/$199

SAVE on CE with FULL ACCESS Memberships

BEST VALUE: Become a Member

Full access to 50+ no-quiz live and rebroadcast webinars, online recorded webinars, and InFRE Ethics.

Courses are regularly $29 each, or have unlimited access to all live and rebroadcast courses for $99/90 days or $199/365 days!

  • Easily manage your professional development by scheduling courses of interest and tracking your progress on our learning management system.
  • No quiz monthly live courses and weekly rebroadcasts – The best way to earn CE throughout the year! Courses are initially delivered as live webinars, when you have the opportunity to ask the expert questions.
  • Recorded webinars (online elearning courses) – Browse our selection of courses and enroll to view when convenient.  Our recorded webinar or MP3 options make it convenient for you to learn and acquire CE credit in the format and time-frame that fits your busy life.
  • A printable certificate is available immediately upon completion. CRC® and CFP® credit will be reported to the respective certifying organization for you.  You are responsible for self-reporting other designation CE.
  • Click on the links in the table below to view individual course descriptions, or view courses on the topics of Planning for Retirement Readiness, Protecting from Retirement Risks, and Providing Retirement Income.

What Members Say

We are a CFP Board of Standards CE Quality Partner

  • It’s an experience where you come out with acquired knowledge. Thank you!
  • I enjoy the webinars because they inform us of topics we don’t know too much about.
  • OUTSTANDING! I love being in this profession!!!
  • The courses are interesting and show us things to look for and better serve our members.

InFRE ethics courses

InFRE Ethics courses are $29 each or included with all of the courses below as part of the $99/90 Day and $199/365 Day memberships.

Choose from 50+ high-quality, informative webinars by today's leading experts.

A - GH - MM - TT - Z
REBROADCAST
09/11/2018

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
REBROADCAST
08/07/2018

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

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

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
Sandra Timmermann
REBROADCAST
08/24/2018

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies
Wade Pfau
REBROADCAST
11/06/2018

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau
REBROADCAST
08/01/2018

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

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

How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon

Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen

The Silver Tsunami and Long-Term Care
Nyal Bischoff

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo
REBROADCAST
07/27/2018

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

Protecting Your Clients from Financial Elder Fraud
David Kessler
REBROADCAST
09/05/2018

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

Retirement as a Time to Reinvent, Rewire, and Renew

Diane Savage

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 Happiness: Planning for a Successful Transition

John Nelson

Understanding Communication Styles

Joe Tabers

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
Amber Woodland
REBROADCAST
12/04/2018

IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
Rex Hogue
LIVE WEBINAR
07/19/2018

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

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

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

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
John Nelson
REBROADCAST
08/27/2018

Estimating the True Cost of Retirement
David Blanchett
REBROADCAST
10/02/2018

Maximizing Your Clients’ Social Security
Matthew Allen

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

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

Medicare 101 – The As, Bs, Cs, and Ds of Medicare
Erin Fisher

Tax-Efficient Draw Downs in Retirement
Stephen Horan

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

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

Greenwald and Bogosian

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

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin

Year-end Planning and Compliance Requirements for IRAs
Denise Appleby

Grey Divorce and Retirement
Andrew Samalin