All courses meet Certifed Retirement Counselor (CRC®), American College designations and RICP, College for Financial Planning CRPC, Investments and Wealth Institute RMA, ASPPA, and CFP® continuing education requirements, which means courses are also accepted by most other retirement-related designations.
Bi-monthly live CFP ethics CE webinars can be purchased separately. CFP CE webinars and rebroadcasts can be purchased to view on-demand, or save on CE by purchasing a 90-day or annual subscription.
- This event has passed.
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival – Bruce McPherson
December 12, 2017 @ 3:00 PM - 4:00 PM EST
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.