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January 2018

Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival – Bruce McPherson

January 1

Home equity is the largest financial asset for all but the wealthiest Americans. Retirement counselors need to understand options for helping clients appropriately use their home equity if their economic situation requires it, including options for proactive implementation of reverse mortgage strategies for portfolios. 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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Finding Optimized Income Strategies for Middle Market Clients – Manish Malhotra

January 1

Retirees and pre-retirees are puzzled by choices in structuring their retirement income and the many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP). A common risk-reward framework for retirement income is needed. 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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Introduction to Managing Retirement Income – Kevin Seibert

January 1

Retirement income management is as much or more about managing retirement-specific risks as it is about producing income. It requires the assessment of all retirement resources in order to provide clients with the greatest potential for their money to last as long as needed. 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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Investing in Bonds in a Rising Rate Environment – Greg Prost

January 1

What can clients and plan participants who are within 10 years of retirement do to better protect the value of their savings as we enter a new era for interest rates & bonds? It appears we’re poised for increasing bond rates over the next several years (and with it, lower bond values for existing bond positions). 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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Money for Life: Help your plan participants avoid going broke in retirement – Steve Vernon

January 1

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings. People with a DC plan as their primary saving vehicle may be at risk of running out of money. 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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Off With Your (Rule of) Thumbs! – Michael Falk

January 1

There are several well-accepted schools of thought used today by many professionals for retirement planning. Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, “immunize before we optimize”. 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…

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Pensionizing Your (Client’s) Nest Eggs: What, How and Why? – Alexandra Macqueen

January 1

With the rapid decline of traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated last a lifetime. How can your clients determine an optimal product mix that incorporates maximizing a sustainable lifetime income and planned financial legacy? 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…

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Reverse Mortgage Strategies for the Middle Market – Shelley Giordano

January 1

Because of key changes made to reverse mortgages by the Federal Housing Administration to the Home Equity Conversion Mortgage program, the safety and functionality of accessing home equity now goes beyond supplementing retirement income, and can help bridge the income gap for social security deferral. 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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Tax-Efficient Draw Downs in Retirement – Stephen Horan

January 1

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes. This session challenges that advice by leveraging the economics of the risk-return characteristics of various tax structures and provides insights into pre-retirement asset allocation. 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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The DOL Fiduciary Rule and Your Duty of Care – Blaine Aikin

January 1

While managing conflicts of interest (fiduciary duty of loyalty) is the central focus of the Department of Labor Fiduciary Rule, the keys to compliance and advisor success are having policies, procedures, and practices in place to fulfil the fiduciary duty of care. 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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The Stage is Set for Serving the Mid-Market – Betty Meredith

January 1

New technology, planning methodologies, retirement products and federal regulations have set the stage for retirement professionals who are passionate about serving the needs of the middle market. Learn how the industry is changing and where it still needs to go to improve the retirement security of the middle market. 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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Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting – Denise Appleby

January 1

Distributions from IRAs are usually considered ordinary income and as such, may be subject to income tax. Additionally, distributions from IRAs may be optional. Gain ideas for helping clients take their traditional IRA required Minimum Distributions (RMDs) on time – and avoid penalties. 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…

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What Advisors Need to Know About Qualified Longevity Annuity Contracts – Gary Baker

January 1

In July, 2014 the U.S. Treasury announced a change that allows for the deferral of income from a qualified DIA (Deferred Income Annuity) to extend past the mandatory RMD age of 70½. The QLAC ruling provided some new and additional opportunities and strategies for deploying annuitized assets to benefit retirees. CFP BOARD - CE Quality Partner - Retirement Resource CenterThis online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®,…

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Year-end Planning and Compliance Requirements for IRAs – Denise Appleby

January 1

Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients. Gain new insights and important reminders about how to help clients, employees, family and friends protect their retirement savings from avoidable penalties. 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 for…

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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.