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June 2018

06/21/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – LIVE WEBINAR

June 21 @ 12:00 PM - 1:00 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 LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, June 21, 2018, Noon - 1:00 PM EDT…

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06/29/2018 How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon – Rebroadcast

June 29 @ 2:00 PM - 3:00 PM EDT

The "Spend Safely in Retirement Strategy" is a straightforward method for middle-income workers to generate reliable, lifetime retirement income from any IRA or 401(k) plan. It was one outcome of a substantial research project conducted by the Stanford Center on Longevity, in collaboration with the Society of Actuaries. 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, June 29, 2018, 2:00 PM…

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July 2018

07/02/2018 Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Rebroadcast

July 2 @ 1:00 PM - 2:00 PM EDT

Most people reaching retirement age have savings in a 401(k) account or otherwise that are inadequate to meet their consumption needs during retirement. Recent research has shown that integrating home equity with retirement savings provides a strong enhancement of the amount available throughout 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, July 2, 2018, 1:00 PM – 2:00 PM EDT…

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07/27/2018 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Rebroadcast

July 27 @ 2:00 PM - 3:00 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 Friday,…

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August 2018

08/01/2018 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff -Rebroadcast

August 1 @ 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, August 1, 2018, 11:00 AM – 12:00…

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September 2018

09/05/2018 Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes – Rebroadcast

September 5 @ 11:00 AM - 12:00 PM EDT

Most senior adults prefer to stay in their home as long as possible - after all, home is where the heart is. People who will soon retire say their future health care costs are an important financial concern. Advisors may be able to address some of these concerns. 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, September 5, 2018, 11:00 AM…

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