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March 2013

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

March 14, 2013 @ 12:00 PM - 1:00 PM EDT

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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August 2013

Misperceptions and Management of Retirement Risks – Carol Bogosian

August 15, 2013 @ 12:00 PM - 1:00 PM EDT

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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December 2013

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

December 9, 2013 @ 12:00 PM - 1:00 PM EST

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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June 2014

What’s Trending in the Field of Aging? Connecting the Dots with Financial Services – Sandra Timmermann

June 12, 2014 @ 12:00 PM - 1:00 PM EDT

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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October 2015

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

October 1, 2015 @ 12:00 PM - 1:00 PM EDT

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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The Silver Tsunami and Long-Term Care: Ride the Wave or Get Swept Away – Nyal Bischoff

October 14, 2015 @ 12:00 PM - 1:00 PM EDT

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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November 2015

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

November 4, 2015 @ 12:00 PM - 1:00 PM EST

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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March 2016

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

March 10, 2016 @ 12:00 PM - 1:00 PM EST

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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September 2016

Grey Divorce and Retirement – Andrew Samalin

September 8, 2016 @ 12:00 PM - 1:00 PM EDT

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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October 2016

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

October 25, 2016 @ 3:00 PM - 4:00 PM EDT

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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November 2016

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement – Greenwald

November 22, 2016 @ 3:00 PM EST

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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July 2017

Protecting Your Clients from Financial Elder Fraud – David Kessler

July 11, 2017 @ 3:00 PM - 4:00 PM EDT

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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October 2017

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

October 10, 2017 @ 3:00 PM - 4:00 PM EDT

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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January 2018

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

January 16 @ 3:00 PM - 4:00 PM EST

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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February 2018

Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes

February 6 @ 3:00 PM - 4:00 PM EST

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 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

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

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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March 2018

How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Register here

March 15 @ 12:00 PM - 1:00 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 online recorded webinar learning course is brought to you from a recent live webinar and is…

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April 2018

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

April 3 @ 3:00 PM - 4:00 PM EDT

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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May 2018

Fitting Home Equity into a Retirement Income Strategy – Wade Pfau

May 1 @ 3:00 PM - 4:00 PM EDT

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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October 2018

Maximizing Your Clients’ Social Security – Matthew Allen – Add to cart

October 2 @ 4:00 PM - 5:00 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 online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®,…

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The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Add to cart

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 CFP BOARD - CE Quality Partner - Retirement Resource Center This online recorded webinar learning course is brought to you from a recent live…

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November 2018

Retirement Planning Beyond the Dollars and Cents – Robert Laura – Add to cart

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