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September 2019

09/24/2019 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Register here – Rebroadcast

September 24 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber Providing comprehensive retirement income planning services helps separate your practice from the pack, keep clients for life, and get them through retirement securely. 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, September 24, 2019, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE when you…

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October 2019

10/02/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

October 2 @ 11:00 AM - 12:00 PM EDT

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

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10/10/2019 Heading Toward Social Security Reform – Bruce Schobel – Register here – Live Webinar

October 10 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber The Social Security program is heading toward a financial crisis around 2035. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, October 10, 2019 @ 12:00 PM -1:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this on-demand recorded webinar learning course at any time…

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10/24/2019 The Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Register here – Live Webinar

October 24 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett's award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier ages than expected. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, October 24, 2019 @ 12:00 PM -1:00 PM EDT – no need…

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10/29/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

October 29 @ 3:00 PM - 4:00 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…

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November 2019

11/06/2019 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Rebroadcast

November 6 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber We all know there are certain things we should do, like eat right, exercise, get plenty of sleep, etc. The same is true for retirement saving: we all know we should be saving now for an unknown period of time in 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 Wednesday, November 6, 2019,…

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11/14/2019 Understanding the Broadening Options for Extended and Long-Term Care Planning – Carroll Golden – Register here – Live Webinar

November 14 @ 12:00 PM - 1:00 PM EST

Save on CE Courses - Become a Subscriber Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks associated with the need for extended or long term care. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, November 14, 2019 @ 12:00 PM -1:00 PM EST – no need to take the online quiz…

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11/20/2019 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Register here – Rebroadcast

November 20 @ 1:00 PM - 2:00 PM EST

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

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11/25/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

November 25 @ 1:00 PM - 2:00 PM EST

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

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December 2019

12/03/2019 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Register Here – Rebroadcast

December 3 @ 3:00 PM - 4:00 PM EST

Save on CE Courses - Become a Subscriber When it is time to sign up for Medicare, your clients are faced with two seemingly simple options: should I choose a Medicare Advantage plan or a Medigap contract? 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, December 3, 2019, 3:00 PM – 4 :00 PM EST – no need to take the…

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12/11/2019 Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool – Allen Chao – Register Here – Rebroadcast

December 11 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber The Home Equity Conversion Mortgage (HECM) is one of the safest ways to mortgage for seniors who are 62 and above due to the program’s federal guarantees by HUD. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be REBROADCAST on Wednesday, December 11, 2019, 11:00 AM – 12:00 PM EST – no need to take the online…

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12/19/2019 Understanding How Different Types of Annuities Work – Wade Pfau – Register Here – Live Webinar

December 19 @ 12:00 PM - 1:00 PM EST

Save on CE Courses - Become a Subscriber Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, December 19, 2019 @ 12:00 PM -1:00 PM EST – no need to take the online quiz to receive CE when you attend the…

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12/23/2019 The Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Register here – Rebroadcast

December 23 @ 1:00 PM - 2:00 PM EST

Save on CE Courses - Become a Subscriber While encouraging planners to consider modeling early retirement to ensure clients are prepared, Blanchett's award-winning research addresses the implications of retirement age assumptions and the impact on retirement savings for individuals who retire at earlier ages than expected. 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, December 23, 2019, 1:00 PM – 2:00…

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