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February 2013
Retirement as a Time to Reinvent, Rewire and Renew – Diane Savage
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
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
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
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
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
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
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
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
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
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
03/06/2018 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber 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 Tuesday, March 6, 2018, 3:00 PM –4:30 PM EST – no need to…
Find out more »July 2018
07/10/2018 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber 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…
Find out more »August 2018
08/27/2018 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber 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…
Find out more »January 2019
01/17/2019 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Register here – Live Webinar
Save on CE Courses - Become a Subscriber Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a live webinar and will be on Thursday, January 17, 2019, 12:00 PM – 1:00 PM EST – no need to take the online quiz to receive CE when you attend the…
Find out more »February 2019
02/21/2019 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Live Webinar
Save on CE Courses - Become a Subscriber People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning. It's important for people to think about what they are retiring TO rather than just what they're retiring FROM. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a live webinar and will be…
Find out more »March 2019
03/21/2019 Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives – Lori Bitter – Register here – Live Webinar
Save on CE Courses - Become a Subscriber Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a live webinar and will be on…
Find out more »May 2019
05/22/2019 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »June 2019
06/03/2019 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. 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, June 3, 2019, 1:00 PM – 2:00 PM EDT – no need to take the online quiz to receive CE when you…
Find out more »06/11/2019 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning. It's important for people to think about what they are retiring TO rather than just what they're retiring FROM. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »06/18/2019 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Live Webinar
Save on CE Courses - Become a Subscriber We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, June 18, 2019 @ 12:00 PM -1:00 PM…
Find out more »06/26/2019 Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives – Lori Bitter – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »July 2019
07/18/2019 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »August 2019
08/20/2019 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning. It's important for people to think about what they are retiring TO rather than just what they're retiring FROM. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »September 2019
09/19/2019 Financial Planner as Retirement Architect – Dr. Gillian Leithman – Register Here – Live Webinar
Save on CE Courses - Become a Subscriber Decades of social science research indicate that we are poor planners, fickle savers, and self-destructive investors and much of the reason lies in how we process information and make decisions. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, September 19, 2019 @ 12:00 PM -1:00 PM EDT – no need to take the online quiz to receive CE…
Find out more »09/24/2019 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. 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, September 24, 2019, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE when you…
Find out more »November 2019
11/06/2019 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Rebroadcast
Save on CE Courses - Become a Subscriber We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be REBROADCAST on Wednesday, November 6, 2019,…
Find out more »January 2020
01/16/2020 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »01/16/2020 Understanding Communication Styles for More Effective Client Relations – Joseph Tabers – Register here – Live Webinar
Save on CE Courses - Become a Subscriber Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward conveying important information and building trust with the people you serve. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, January 16, 2020 @ 12:00 PM -1:00 PM EST – no need to…
Find out more »01/24/2020 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber 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 Friday, January 24, 2020, 2:00 PM –3:30 PM EDT – no need to…
Find out more »March 2020
03/19/2020 Effective One-to-One Communication for Advisors and Retirement Counselors- Joseph Tabers – Register here – Live Webinar
Save on CE Courses - Become a Subscriber One of the challenges for retirement professionals who meet face-to-face or over-the-phone with clients is limited or compressed time for communicating. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, March 19, 2020 @ 12:00 PM -1:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take…
Find out more »April 2020
04/01/2020 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber 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…
Find out more »May 2020
05/11/2020 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Rebroadcast
Save on CE Courses - Become a Subscriber We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. 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, May 11, 2020,…
Find out more »05/21/2020 Understanding Communication Styles for More Effective Client Relations – Joseph Tabers – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward conveying important information and building trust with the people you serve. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be REBROADCAST on Thursday, May 21, 2020, 12:00 PM –1:00 PM EDT…
Find out more »July 2020
07/10/2020 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »07/13/2020 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber 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, July 13, 2020, 1:00 PM –2:30 PM EDT – no need to…
Find out more »September 2020
09/11/2020 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber 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…
Find out more »October 2020
10/26/2020 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Rebroadcast
Save on CE Courses - Become a Subscriber We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving now for an unknown period of time in retirement. 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, October 26, 2020,…
Find out more »November 2020
11/13/2020 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. 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, November 13, 2020, 2:00 PM – 3:00 PM EDT – no need to take the online quiz to receive CE when you…
Find out more »January 2021
01/06/2021 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »February 2021
02/08/2021 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Rebroadcast
Save on CE Courses - Become a Subscriber People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning. It's important for people to think about what they are retiring TO rather than just what they're retiring FROM. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…
Find out more »