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July 2019

07/23/2019 No Portfolio Is An Island – David Blanchett – Register here – Rebroadcast

July 23 @ 11:00 AM - 12:00 PM EDT

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…

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August 2019

08/02/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

August 2 @ 2:00 PM - 3:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

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08/05/2019 Plan for the 21st Century Retirement – Steve Vernon – Register here – Rebroadcast

August 5 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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 Monday, August 5, 2019, 2:00 PM – 2:00 PM EDT – no need to take the online quiz to receive CE when…

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08/15/2019 Live Webinar

August 15 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber Details Coming soon CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, August 15, 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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08/20/2019 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Rebroadcast

August 20 @ 3:00 PM - 4:00 PM EDT

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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08/28/2019 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

August 28 @ 11:00 AM - 3:00 PM EDT

Save on CE Courses - Become a Subscriber 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 Wednesday, August 28, 2019, 11:00 AM – 12:00 PM EDT – no need to take the…

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September 2019

09/06/2019 The Value of Safe Home Care – Phil Bongiorno – Register here – Rebroadcast

September 6 @ 2:00 PM - 3:00 PM EDT

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 Friday, September 6, 2019, 2:00 PM – 3:00 PM EDT – no…

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09/09/2019 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Register here – Rebroadcast

September 9 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

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09/19/2019 Financial Planner as a Retirement Architect – Dr. Gillian Leithman – Live Webinar

September 19 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber Details Coming soon CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, September 19, 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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09/24/2019 HECM for Purchase – Chris Bruser – Rebroadcast

September 24 @ 3:00 PM EDT

Save on CE Courses - Become a Subscriber Details Coming soon 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 24, 2019, 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 this on-demand recorded webinar learning course at any time for 1 hr CFP®, CRC®,…

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