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January 2021

01/26/2021 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself – Kelley Long – Register here – Rebroadcast

January 26 @ 3:00 PM - 4:00 PM EST

Save on CE Courses - Become a Subscriber Funding healthcare costs and long term care in retirement is a key concern for most Americans. 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, January 26, 2021, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take…

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February 2021

02/05/2021 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

February 5 @ 2:00 PM - 3:00 PM EST

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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02/08/2021 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Rebroadcast

February 8 @ 1:00 PM - 2:00 PM EST

Save on CE Courses - Become a Subscriber People are living longer and retirement is no longer thought of as a destination, but as a transition: with an ending, a period of unknowns and a new beginning. It's important for people to think about what they are retiring TO rather than just what they're retiring FROM. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will be…

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02/18/2021 Using Housing Wealth to Improve Financial Outcomes in Retirement: An overview for financial planners and their clients – Barry Sacks – Register here – Live Webinar

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

Save on CE Courses - Become a Subscriber As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, February 18, 2021 @ 12:00 PM -1:00 PM EST – no need to take the online quiz to receive CE when you attend the webinar! Or you may take…

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02/23/2021 21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang – Register here – Rebroadcast

February 23 @ 3:00 PM - 4:00 PM EST

Save on CE Courses - Become a Subscriber It is important that your clients have a clear understanding of costs relating to their future health expenses with Medicare.  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, February 23, 2021, 3:00 PM – 4:00 PM EST – no need to take the online quiz to receive CE when you attend the webinar!…

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March 2021

03/03/2021 The Value of Safe Home Care – Phil Bongiorno – Register here – Rebroadcast

March 3 @ 12:00 PM - 1:00 PM EST

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 from a recent live webinar and will be REBROADCAST on Wednesday, Marcj 3, 2021, 12:00 PM – 1:00 PM EST – no…

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03/12/2021 Managing Retirement Income: What Your Clients Need to Know – Kevin Seibert – Register here – Rebroadcast

March 12 @ 2:00 PM - 3:00 PM EST

Save on CE Courses - Become a Subscriber Many of your clients are part of the 78 million baby boomers approaching or already 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 Friday, March 12, 2021 @ 2:00 PM – 3:00 PM EST – no need to take the online quiz to receive CE when you attend the webinar! Or you…

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03/18/2021 Title Coming Soon – Register here – Live Webinar

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

Save on CE Courses - Become a Subscriber Description Coming Soon! CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, March 18, 2021 @ 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 for 1 hr CFP®, CRC®, and other Continuing Education…

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03/22/2021 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast

March 22 @ 1:00 PM - 2:30 PM EDT

Save on CE Courses - Become a Subscriber Retirement is the most expensive “purchase” faced by most individuals. Retirement professionals need a framework to understand and project retirement costs for clients, and a process to better estimate the true retirement cost. 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 22, 2021, 1:00 PM –2:30 PM EDT – no need to…

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03/31/21 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Register Here – Rebroadcast

March 31 @ 12:00 PM - 1:00 PM EDT

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 Wednesday, March 31,2021 12:00 PM – 1 :00 PM EDT – no need to take the online…

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