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October 2013

Introduction to Managing Retirement Income – Kevin Seibert

October 1, 2013 @ 12:00 PM - 1:00 PM EDT

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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November 2013

The Stage is Set for Serving the Mid-Market – Betty Meredith

November 20, 2013 @ 12:00 PM - 1:00 PM EST

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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February 2014

Money for Life: Help your plan participants avoid going broke in retirement – Steve Vernon

February 13, 2014 @ 12:00 PM - 1:00 PM EST

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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April 2014

Finding Optimized Income Strategies for Middle Market Clients – Manish Malhotra

April 16, 2014 @ 12:00 PM - 1:00 PM EDT

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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January 2015

Off With Your (Rule of) Thumbs! – Michael Falk

January 29, 2015 @ 12:00 PM - 1:00 PM EST

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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August 2015

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

August 5, 2015 @ 12:00 PM - 1:00 PM EDT

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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December 2016

Reverse Mortgage Strategies for the Middle Market – Shelley Giordano

December 20, 2016 @ 3:00 PM - 4:00 PM EST

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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January 2017

Investing in Bonds in a Rising Rate Environment – Greg Prost

January 10, 2017 @ 3:00 PM - 4:00 PM EST

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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March 2017

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting – Denise Appleby – Add to cart

March 7, 2017 @ 3:00 PM - 4:00 PM EST

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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September 2017

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

September 12, 2017 @ 3:00 PM - 4:00 PM EDT

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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October 2017

The DOL Fiduciary Rule and Your Duty of Care – Blaine Aikin

October 19, 2017 @ 12:00 PM - 1:00 PM EDT

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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November 2017

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

November 14, 2017 @ 3:00 PM - 4:00 PM EST

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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December 2017

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

December 12, 2017 @ 3:00 PM - 4:00 PM EST

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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January 2018

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

January 18 @ 12:00 PM - 1:00 PM EST

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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May 2018

No Portfolio Is An Island – David Blanchett

May 24 @ 2:00 PM - 3:00 PM EDT

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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June 2018

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies – Roy Ramthun and Aaron Benway

June 5 @ 3:00 PM - 4:00 PM EDT

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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August 2018

The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke

August 7 @ 3:00 PM - 4:00 PM EDT

It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be lost if dying to soon. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals. 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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September 2018

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – Add to cart

September 11 @ 3:00 PM - 4:00 PM EDT

Mistakes with IRA transactions are a common occurrence, which can result in loss of tax-deferred status and penalties being owed to the IRS. Advisors need to put measures in place to help their clients avoid mistakes and where possible, correct mistakes that have already been made. 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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Tax-Efficient Draw Downs in Retirement – Stephen Horan

September 28 @ 12:00 PM - 1:00 PM EDT

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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October 2018

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer

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

How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts. Learn how to beat the “conventional wisdom” used to generate retirement income for your clients. 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…

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November 2018

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Add to cart

November 2 @ 2:00 PM - 3:00 PM EDT

Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply. It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies. 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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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Add to cart

November 6 @ 3:00 PM - 4:30 PM EST

See highlights conclusions from a 4 phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators that could be offered in DC retirement plans, and how to use a diversified portfolio approach. 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 1.5 hrs 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.