All upcoming no-quiz live and rebroadcast webinars are listed under Upcoming Events.
All online CE courses from past webinars are listed alphabetically here under Past Events.

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September 2018

09/20/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – LIVE WEBINAR

September 20 @ 12:00 PM - 1:00 PM EDT

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…

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09/24/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – REBROADCAST

September 24 @ 1:00 PM - 2:00 PM EDT

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, September 24, 2018, 1:00 PM - 2:00 PM…

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October 2018

10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – REBROADCAST

October 2 @ 3:00 PM - 4:00 PM EDT

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, there are many questions about Social Security. The average couple receives over $1 million in lifetime Social Security benefits, so for many this will be a critical component of their overall retirement planning. 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, October 2, 2018, 3:00…

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10/08/2018 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – REBROADCAST

October 8 @ 1:00 PM - 2:00 PM EDT

A medical crisis can put families into a tailspin if a plan is not in place ahead of time. Advisors must understand how a medical event might affect the retirement security of the aging client and their adult children caregivers, and what can be done to help clients be financially and legally prepared. 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,…

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10/24/2018 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – REBROADCAST

October 24 @ 11:00 AM - 12:00 PM EDT

There are surprisingly many nuances in the gray divorce statistics. Understand what boomers want, experience, and what are the consequences are of gray divorce relating to financial security. Learn how to identify unique issues in divorce that are one-time opportunities for clients to maximize their outcome. 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, October 24, 2018, 11:00 AM – 12:00…

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November 2018

11/15/2018 – Retirement Planning Beyond the Dollars and Cents – Robert Laura – LIVE WEBINAR

November 15 @ 12:00 PM - 1:00 PM EST

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 LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, November 15, 2018, 12-1pm EST…

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11/28/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – REBROADCAST

November 28 @ 11:00 AM - 12:00 PM EST

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…

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December 2018

12/13/2018 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – LIVE WEBINAR

December 13 @ 12:00 PM - 1:00 PM EST

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…

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All upcoming no-quiz live and rebroadcast webinars are listed under Upcoming Events.
All online CE courses from past webinars are listed alphabetically here under Past Events.