Individual past live webinars and rebroadcasts can be purchased to view on-demand or save on CE by purchasing a 90-day or annual subscription.

Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

January 2020

01/24/2020 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast

January 24 @ 2:00 PM - 3:30 PM EST

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 Friday, January 24, 2020, 2:00 PM –3:30 PM EDT – no need to…

Find out more »

01/28/2020 The “Missing Link”: The Broadening Extended and LTC Planning Options – Carroll Golden – Register here – Rebroadcast

January 28 @ 3:00 PM - 4:00 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on CE Courses - Become a Subscriber Many consumers, as well as advisors, agents, and investment professionals, have “outdated” information concerning options to avoid the social, familial, and financial risks associated with the need for extended or long term care.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 from a recent live webinar and will be REBROADCAST on Tuesday, January 28, 2020, 3:00 PM –4:00 PM EST – no need to…

Find out more »

February 2020

02/03/2020 Off With Your (Rule of) Thumb! – Michael Falk – Register here – Rebroadcast

February 3 @ 1:00 PM - 2:00 PM EST

Save on CE Courses - Become a Subscriber 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”. 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, February 13, 2020, 1:00 PM – 2:00 PM EST – no need to take the online quiz to receive CE…

Find out more »

02/11/2020 No Portfolio Is An Island – David Blanchett – Register here – Rebroadcast

February 11 @ 3:00 PM - 4:00 PM EST

Save on CE Courses - Become a Subscriber 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? CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar…

Find out more »

02/29/2020 Title Coming Soon – Denise Appleby – Register here – Live Webinar

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

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 Wednesday, February 19, 2020 @ 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 this on-demand recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education…

Find out more »

02/26/20209 The Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Register here – Rebroadcast

February 26 @ 11:00 AM - 12:00 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 Wednesday, February 26, 2019, 11:00 AM – 12:00…

Find out more »

March 2020

03/06/20 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Register Here – Rebroadcast

March 6 @ 2:00 PM - 3:00 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…

Find out more »

03/10/2020 Maximizing Your Clients’ Social Security – Matthew Allen – Register here – Rebroadcast

March 10 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

03/19/2020 Title Coming Soon – – Register here – Live Webinar

March 19 @ 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 19, 2020 @ 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…

Find out more »

03/23/2020 Understanding How Different Types of Annuities Work – Wade Pfau – Register Here – Rebroadcast

March 23 @ 1:00 PM - 2:00 PM EDT

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 from a recent live webinar and will be REBROADCAST on Monday, March 23, 2020, 1:00 PM – 2 :00 PM EDT – no need to take the online quiz to…

Find out more »

April 2020

04/01/2020 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Register here – Rebroadcast

April 1 @ 11:00 AM - 1:30 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »
+ Export Events