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.

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

September 12, 2017 @ 3:00 PM - 4:00 PM EDT

With the rapid decline of traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated last a lifetime. How can your clients determine an optimal product mix that incorporates maximizing a sustainable lifetime income and planned financial legacy?

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.


September 12, 2017
3:00 PM - 4:00 PM EDT
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