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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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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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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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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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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

01/16/2018 Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors – Amber Woodland – Register here – Rebroadcast

January 16, 2018 @ 3:00 PM - 5:00 PM EST

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on…

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February 2018

02/06/2018 Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes – Register here – Rebroadcast

February 6, 2018 @ 3:00 PM - 4:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

02/15/2018 Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Register here – Live Webinar

February 15, 2018 @ 12:00 PM - 1:00 PM EST

Save on CE Courses - Become a Subscriber 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 as a live webinar and will be on Thursday, February 15, 2018,…

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March 2018

03/15/2018 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Register here – Live Webinar

March 15, 2018 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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 as a live…

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April 2018

04/03/2018 Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Register here – Rebroadcast

April 3, 2018 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber 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? 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, April 3, 2018, 3:00…

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04/19/2018 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Live Webinar

April 19, 2018 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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 as a live webinar and will be on Thursday, April…

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May 2018

05/01/2018 Fitting Home Equity into a Retirement Income Strategy – Wade Pfau – Register here – Rebroadcast

May 1, 2018 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on…

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June 2018

06/13/2018 Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors – Amber Woodland – Register here – Rebroadcast

June 13, 2018 @ 11:00 AM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on…

Find out more »

06/21/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Live Webinar

June 21, 2018 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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 gain a better understanding of how taxable investment income can affect their monthly premiums. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a live webinar and will be on…

Find out more »

July 2018

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

July 2, 2018 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

07/19/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Live Webinar

July 19, 2018 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

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

July 27, 2018 @ 2:00 PM - 3:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

August 2018

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

August 1, 2018 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

September 2018

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

September 5, 2018 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

09/20/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Register here – Live Webinar

September 20, 2018 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

09/27/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

September 24, 2018 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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 gain a better understanding of 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…

Find out more »

October 2018

10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – Register here – Rebroadcast

October 2, 2018 @ 4:00 PM - 5:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

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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 – Register here – Rebroadcast

October 8, 2018 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

10/24/2018 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

October 24, 2018 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

November 2018

11/15/2018 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Live Webinar

November 15, 2018 @ 12:00 PM - 1:00 PM EST

Save on CE Courses - Become a Subscriber 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 his course is brought to you as a live webinar and will be on…

Find out more »

11/19/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

November 19, 2018 @ 1:00 PM - 2:00 PM EST

Save on CE Courses - Become a Subscriber 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 gain a better understanding of 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…

Find out more »

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

November 28, 2018 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

December 2018

12/13/2018 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

December 13, 2018 @ 12:00 PM - 1:00 PM EST

Save on CE Courses - Become a Subscriber 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 course is brought to you as a live webinar and will be on Thursday, December 13, 2018, 12:00 PM – 1:00 PM EST – no need to take the online quiz…

Find out more »

12/27/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Register here – Rebroadcast

December 27, 2018 @ 12:00 PM - 1:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

January 2019

01/04/2019 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Register here – Rebroadcast

January 4 @ 2:00 PM - 3:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

01/08/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

January 8 @ 3:00 PM - 4:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

01/30/2019 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

January 30 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber 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 gain a better understanding of 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…

Find out more »

February 2019

02/04/2019 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Rebroadcast

February 4 @ 1:00 PM - 2:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

02/27/2019 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast – Register here

February 27 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

March 2019

03/12/2019 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast

March 12 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be…

Find out more »

03/25/2019 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

March 25 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on Monday, March 25, 2019, 1:00 PM – 2:00 PM EST – no need to take the…

Find out more »

April 2019

04/02/2019 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

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

Save on CE Courses - Become a Subscriber 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 Tuesday,…

Find out more »

04/10/2019 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Rebroadcast

April 10 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

04/18/2019 The Value of Safe Home Care – Phil Bongiorno – Register here – Live Webinar

April 18 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber A greater number of family caregivers who are caring for a loved one with a chronic or debilitating health condition are turning to home care, rather than institutional care, for their long-term care needs. ​ CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, April 18, 2019 @ 12:00 PM -1:00 PM EDT – no need to take the online…

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04/29/2019 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Register here -Rebroadcast

April 29 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

May 2019

05/22/2019 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast

May 22 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be…

Find out more »

05/31/2019 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

May 31 @ 2:00 PM - 3:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on Friday, May 31, 2019, 2:00 PM – 3:00 PM EDT – no need to take the…

Find out more »

July 2019

07/18/2019 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast

July 18 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be…

Find out more »
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