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.

Loading Events

Past Events › PLAN for Retirement Readiness

Events Search and Views Navigation

Find Events

Event Views Navigation

Events Search

February 2013

Retirement as a Time to Reinvent, Rewire and Renew – Diane Savage

February 1, 2013

Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face. But in today’s increasingly complex social environment, current and future retirees face many more decisions and obstacles than their predecessors. 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…

Find out more »

Changing Behavior or Changing Attitudes – Diane Savage

February 15, 2013

Why is the prospect of saving for retirement so intimidating and what can you do to help change it? Accumulation is a critical component of preparedness. Framing the messages in the accumulation phase so that more participants will not only embrace the concept of saving, but turn that understanding into action. 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…

Find out more »

March 2013

Understanding Communication Styles – Joseph Tabers

March 1, 2013 @ 12:00 PM - 1:00 PM EST

It is important for professionals to be able to identify, understand and prepare to adapt to the variety of client styles encountered in one-on-one or group counseling sessions for more successful outcomes when meeting or counseling with various clients. Identify strengths and limitations of core communication styles. 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.…

Find out more »

June 2013

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement – Michael Falk

June 13, 2013 @ 3:00 PM - 4:00 PM EDT

Retirement realities worldwide are changing because of the changes in population growth, a higher percentage of the population being in a stage of life where they don’t contribute much to the economy’s productivity, and the move toward greater individual responsibility for saving, investing and retirement income. 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…

Find out more »

July 2014

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

July 16, 2014 @ 12:00 PM - 1:00 PM EDT

Little is known about what makes an individual successful in managing through their retirement years – especially when a retiree does not appear to have sufficient assets. It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement. 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…

Find out more »

May 2015

Retirement Happiness: Planning for a Successful Transition – John Nelson

May 20, 2015 @ 12:00 PM - 1:00 PM EDT

Retirement planning and education programs provide tools and checklists for a successful financial transition. But financial security doesn’t automatically create happiness in retirement. Emerging research shows what actually leads to happiness and practical tools and checklists for planning a happy retirement. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members…

Find out more »

April 2017

Behavioral Insights to Improve Retirement Security – Jodi DiCenzo

April 11, 2017 @ 3:00 PM - 4:00 PM EDT

Behavioral research improves your ability to make informed decisions based on actual consumer or employee behavior, rather than relying on educated guesses or opinions, providing a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior. 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…

Find out more »

May 2017

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness – John Nelson

May 9, 2017 @ 3:00 PM - 4:00 PM EDT

Some workers seek out retirement planning information while others avoid it. When people do “life planning,” it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach. How can you help people become more fully engaged in designing their next stage of life? 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…

Find out more »

June 2017

Enough About the Assets Already! – Michael Falk

June 6, 2017 @ 3:00 PM - 4:00 PM EDT

As the financial industry continues to “pump out” more investment products and solutions, the financial press continues to “spill ink” on these products and concepts. While the asset side of the equation is definitely important, where is the “ink” regarding the liability side of the equation? 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…

Find out more »

August 2017

Principles of Effective One-to-One Communication – Joseph Tabers

August 8, 2017 @ 3:00 PM - 4:00 PM EDT

The challenge for retirement counselors with face-to-face client/plan participant meetings is limited time for communicating. Reaffirm and improve the communication process and outcomes by identifying barriers to avoid communication breakdown, confirm understanding, and invite greater cooperation from others. 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…

Find out more »

March 2018

Estimating the True Cost of Retirement – David Blanchett

March 6 @ 3:00 PM - 4:30 PM EST

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 online recorded webinar learning course is brought to you from a recent live webinar and is worth 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29…

Find out more »

July 2018

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Purchase now

July 10 @ 3:00 PM - 5:00 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 online recorded webinar learning course is brought to you from a recent live webinar and is worth 2 hrs…

Find out more »
+ Export Events

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.