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January 2018

Behavioral Insights to Improve Retirement Security – Jodi DiCenzo

January 1

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…

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Changing Behavior or Changing Attitudes – Diane Savage

January 1

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…

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Enough About the Assets Already! – Michael Falk

January 1

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…

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Estimating the True Cost of Retirement – David Blanchett

January 1

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. 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 or free for members. Membership includes this no-quiz…

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How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau

January 1

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 online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®,…

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

January 1

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…

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

January 1

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…

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

January 1

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…

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Retirement Happiness: Planning for a Successful Transition – John Nelson

January 1

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…

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

January 1

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…

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Understanding Communication Styles – Joseph Tabers

January 1

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.…

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

January 1

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…

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Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding

January 1

Retirement professionals are uniquely positioned to prompt important discussions with senior clients about future lifestyle, housing, and healthcare needs. But with so many types of senior housing choices and considerations, how can you best guide your clients through the important decisions? 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…

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