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July 2018

07/10/2018 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – REBROADCAST

July 10 @ 3:00 PM - 4:30 PM EDT

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income. Help women clients prepare in advance. 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, July 10, 2018,…

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August 2018

08/24/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Rebroadcast

August 24 @ 2:00 PM - 3:00 PM EDT

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 This course is brought to you from a recent live webinar and will be REBROADCAST on Friday, August 24, 2018, 2:00…

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08/27/2018 Estimating the True Cost of Retirement – David Blanchett – Rebroadcast

August 27 @ 1:00 PM - 2:30 PM EDT

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 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…

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