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April 2021

04/19/2021 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Rebroadcast

April 19 @ 1:00 PM - 2:00 PM EDT

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 Monday, April 19, 2021,…

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04/28/2021 Key IRA Changes Made by the SECURE Act – Denise Appleby – Register here – Rebroadcast

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

Save on CE Courses - Become a Subscriber The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions. Practitioners must understand how these changes affect their clients, so that they can help them plan accordingly. Some of these plans will necessitate revisiting and changing beneficiary planning strategies that were implemented for IRAs. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from…

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04/29/2021 Title Coming Soon – Register here – Live Webinar

April 29 @ 2:00 PM - 4:00 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, April 29, 2021 @ 2:00 PM -4:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this on-demand recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education…

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May 2021

05/04/2021 Off With Your (Rule of) Thumb! – Michael Falk – Register here – Rebroadcast

May 4 @ 3:00 PM - 4:00 PM EDT

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 Tuesday, May 4, 2021, 3:00 PM – 4:00 PM EDT – no need to take the online quiz to receive CE…

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05/10/2021 Guaranteed Income: The Forgotten Household Asset – David Blanchett – Register here – Rebroadcast

May 10 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability.  CFP BOARD - CE Quality Partner - Retirement Resource Center his course is brought to you from a recent live webinar and will be REBROADCAST on Monday, May 10, 2021, 1:00 PM – 2:00 PM EDT…

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05/20/2021 Title Coming Soon – Register here – Live Webinar

May 20 @ 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, May 20, 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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05/26/2021 Understanding How Different Types of Annuities Work – Wade Pfau – Register Here – Rebroadcast

May 26 @ 12:00 PM - 1:00 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 Wednesday, May 26, 2021, 12:00 PM – 1 :00 PM EDT – no need to take the online quiz to…

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June 2021

06/04/2021 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Register here – Rebroadcast

June 4 @ 1:00 PM - 3:00 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…

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06/09/2021 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

June 9 @ 12:00 PM - 1:00 PM EDT

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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06/17/2021 Title Coming Soon – Register here – Live Webinar

June 17 @ 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, June 17, 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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06/21/2021 21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement – Heather Holmes – Register Here – Rebroadcast

June 21 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber Health care is the single biggest expense during retirement, and costs can vary considerably. 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, June 21, 2021 @ 1:00 PM – 2:00 PM EST – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this…

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06/29/2021 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Barry Sacks – Register here -Rebroadcast

June 29 @ 3:00 PM - 4:00 PM EDT

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 from a recent live webinar and will be REBROADCAST on Tuesday, June 29, 2021 @ 3:00 PM – 4:00 PM EST – no need to take the online quiz to receive CE when you attend…

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