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June 2018

06/21/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – LIVE WEBINAR

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

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 LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, June 21, 2018, Noon - 1:00 PM EDT…

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06/29/2018 How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon – Rebroadcast

June 29 @ 2:00 PM - 3:00 PM EDT

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 course is brought to you from a recent live webinar and will be REBROADCAST on Friday, June 29, 2018, 2:00 PM…

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July 2018

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

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

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 2, 2018, 1:00 PM – 2:00 PM EDT…

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07/10/2018 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – REBROADCAST

July 10 @ 3:00 PM - 4:30 PM EDT

In retirement, women are more at risk than men of living longer than expected, surviving a spouse, experiencing a “grey divorce”, being a caregiver, dealing with the long-term care expenses of a spouse, and eventually relying solely on Social Security for their retirement income. Help women clients prepare in advance. 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, July 10, 2018,…

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

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

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 live webinar and will be REBROADCAST on Friday,…

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August 2018

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

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

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 Wednesday, August 1, 2018, 11:00 AM – 12:00…

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08/07/2018 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – REBROADCAST

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 course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, August 7, 2018, 3:00 PM -…

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08/24/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Rebroadcast

August 24 @ 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 course is brought to you from a recent live webinar and will be REBROADCAST on Friday, August 24, 2018, 2:00…

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08/27/2018 Estimating the True Cost of Retirement – David Blanchett – Rebroadcast

August 27 @ 1:00 PM - 2:30 PM EDT

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, August 27, 2018, 1:00 PM – 2:30 PM EDT – no need to take the online quiz to receive CE…

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September 2018

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

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

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 REBROADCAST on Wednesday, September 5, 2018, 11:00 AM…

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09/11/2018 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – REBROADCAST

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 course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, September 11, 2018, 3:00 PM - 4:00…

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October 2018

10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – REBROADCAST

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

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 be REBROADCAST on Tuesday, October 2, 2018, 3:00…

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November 2018

11/06/2018 Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – REBROADCAST

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 course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, November 6, 2018, 3:00 PM…

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December 2018

12/04/2018 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust – Rex Hogue – REBROADCAST

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

Qualified retirement plans can create numerous estate planning problems. Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries. 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 4, 2018, 3:00 PM - 4:00 PM EST – no…

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