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January 2018

A 21st Century Connection: Health and Wealth – Ron Mastrogiovanni

January 1

Most retirement income plans typically target a 75% to 85% income replacement ratio. With the goal of helping retirees plan their future income requirements based on pre-retirement expenses, income replacement ratios are the basis of many retirement income plans and calculators. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other Continuing Education Credit when you pass the online quiz. This…

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A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps – Sandra Timmermann

January 1

As our clients age, some will develop diseases. What are some steps that might be taken if their behavior changes due to cognitive impairment? Those who are cognitively impaired may put their own retirement security at risk, at the same time, can cause ethical and practical dilemmas for their financial advisors. 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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Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies – Roy Ramthun and Aaron Benway

January 1

Most Americans are not saving enough for retirement. Further, we underestimate how much of our retirement income will be spent on health care costs. Health savings accounts (HSAs) can help fill a void by offering tax efficiency and flexibility to meet retirees’ changing needs as they age. 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®, CRC®, and…

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Don’t Let Disability Derail Retirement Security – Rappaport and Kaleda

January 1

Traditional defined benefit plans usually included some protection so that disability would not destroy retirement plans. In contrast, defined contribution plans have no built-in protection. How are we helping our clients plan for retirement considering disability risks in an increasingly DC-only world? 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…

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Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors – Amber Woodland

January 1

The average cost of nursing home care can quickly reduce your clients’ net worth. Understand the asset preservation strategies available to your clients. It is vital to understand asset preservation strategies. Learn the basics of sheltering assets while achieving eligibility for long term care government benefits. 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 CFP®, CRC®, and other…

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Finding the Gold in Gray: Keys to Serving Boomers and Older Clients – Michael Sullivan

January 1

As individuals age, their ability to accurately, completely and quickly process information tends to decline. You need to adjust your presentation and conversations to help them understand better, by using techniques that increase client comprehension and can help to move the process of understanding forward. 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…

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Fitting Home Equity into a Retirement Income Strategy – Wade Pfau

January 1

How can reverse mortgages be used to better secure retirement? Learn how to think about reverse mortgages as a form of insurance to protect against market losses. The reverse mortgage option may be a method for responsible retirees to create liquidity for an otherwise illiquid asset. 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®, CRC®, and other…

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Grey Divorce and Retirement – Andrew Samalin

January 1

Grey divorce is a term referring to the demographic trend of an increasing divorce rate for older (“grey-haired”) couples in long-lasting marriages. How assets and income are divided at such a late stage in life can have a tremendous impact on the retirement security of each spouse. 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.…

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Housing for Retirees: Buy, Sell or Hold? – Michael Falk

January 1

A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability. Income is paramount, but reaching for yield is perilous. What you should consider doing with the home is much more complex than often discussed. Consider options: HELOC, Reverse Mortgage, downsize, sell. 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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How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement – Greenwald

January 1

The Society of Actuaries recently conducted 12 focus groups with people who have been retired for at least 15 years to gain insights on which, if any, financial shocks they experienced and how they handled those financial shocks. This work helps advisors gain insight into the most common of those financial shocks. 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…

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How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon – Purchase now

January 1

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

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Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Purchase now

January 1

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 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…

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Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher

January 1

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

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Misperceptions and Management of Retirement Risks – Carol Bogosian

January 1

How can you help increase your clients’ and employees’ chances of retirement success? Learn key research conducted by the Society of Actuaries concerning misunderstandings of the risks faced by the mid-market in their post-retirement years and how most people are simply unprepared. 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…

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No Portfolio Is An Island – David Blanchett

January 1

Financial assets such as stocks are only one component of an investor’s total economic worth. Other assets such as real estate and pensions often represent a significant portion of an investor’s total wealth, but are commonly ignored. How can we help our clients prepare for retirement by considering their total wealth? 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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Protecting Your Clients from Financial Elder Fraud – David Kessler

January 1

Retirement professionals need to understand the symptoms of financial elder abuse and what can be done to protect the elderly from crimes of fraud. Too often, incidents of stealing from an elderly victim are misdiagnosed as a “family matter,” or a civil court issue, but these under-reported crimes are theft of dignity. 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…

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Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions – John Salter

January 1

As retirement counselors, we need to understand options for helping retired clients appropriately use their home equity. Learn how a reverse mortgage home equity line of credit can be used to increase the longevity of a retiree's investment portfolio and increase the chances of their savings lasting their lifetime. 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…

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The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! – Cindy Hounsell

January 1

In an estimated 36.5 million households across the country, an adult is providing unpaid care to a family member. What can be done to protect their retirement security. the personal financial and retirement consequences experienced by caregivers who provide unpaid care to family members? 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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The Silver Tsunami and Long-Term Care: Ride the Wave or Get Swept Away – Nyal Bischoff

January 1

There have been sweeping changes in the Extended Care Industry in the last few years. In just 11 short years the first boomers will turn 80. This is the average age when an extended care event occurs that can possibly dismantle even the most well-constructed estate plan. 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’s Trending in the Field of Aging? Connecting the Dots with Financial Services – Sandra Timmermann

January 1

Boomers are redefining aging in retirement and heralding in new community movements, technology and services. Find out how these new trends connect with financial services and retirement planning, and gain insights into what’s important to Boomers and older clients. 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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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.