All upcoming no-quiz live and rebroadcast webinars are listed under Upcoming Events.
All online CE courses from past webinars are listed under Past Events.
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11/19/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Rebroadcast – Register here
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 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…Find out more »
11/28/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Rebroadcast – Register here
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 This course is brought to you…Find out more »
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 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…Find out more »
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. CFP BOARD - CE Quality Partner - Retirement Resource Center 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…Find out more »
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 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…Find out more »
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…Find out more »