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March 2019

03/25/2019 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

March 25 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Member An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an advance directive. 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 25, 2019, 1:00 PM – 2:00 PM EST – no need to take the…

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April 2019

04/02/2019 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

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

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

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04/10/2019 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Rebroadcast

April 10 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Member Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement. Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients. CFP BOARD - CE Quality Partner - Retirement…

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04/18/2019 The Value of Safe Home Care – Phil Bongiorno – Live Webinar

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

Save on CE Courses - Become a Member 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 as a LIVE WEBINAR on Thursday, April 18, 2019 @ 12:00 PM -1:00 PM EDT – no need to take the online…

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04/26/2019 Plan for the 21st Century Retirement – Steve Vernon – Register here – Rebroadcast

April 26 @ 2:00 PM - 3:00 PM EDT

Save on CE Courses - Become a Member Critical decisions faced by older workers are influenced by behavioral economics factors. Retirement professionals are ideally positioned to help their clients navigate these decisions. 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, April 26, 2019, 2:00 PM – 3:00 PM EST – no need to take the online quiz to receive CE when…

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04/29/2019 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Register here -Rebroadcast

April 29 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Member Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected to increase dramatically. It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from…

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May 2019

05/07/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

May 7 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Member 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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05/16/2019 Title Coming Soon – Speaker to be announced – Live Webinar

May 16 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Member Details Coming soon CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, May 16, 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 for 1 hr CFP®, CRC®, and other Continuing Education…

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05/22/2019 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast

May 22 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Member Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. 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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05/31/2019 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

May 31 @ 2:00 PM - 3:00 PM EDT

Save on CE Courses - Become a Member An overlooked aspect of an advisor’s role is advance care planning – or defining, communicating and documenting healthcare wishes. Currently, less than 30 percent of adults have an advance directive. 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, May 31, 2019, 2:00 PM – 3:00 PM EDT – no need to take the…

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June 2019

06/03/2019 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Register here – Rebroadcast

June 3 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Member 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 Monday, June 3, 2019, 1:00 PM – 2:00 PM EDT – no need to take the online quiz to receive CE when you…

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06/11/2019 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Rebroadcast

June 11 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Member 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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06/20/2019 Title Coming Soon – Speaker to be announced – Live Webinar ( Duplicate )

June 20 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Member Details Coming soon CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, May 16, 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 for 1 hr CFP®, CRC®, and other Continuing Education…

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06/26/2019 Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives – Lori Bitter – Register here – Rebroadcast

June 26 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Member Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a live webinar and will be on…

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