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November 2019

11/20/2019 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Register here – Rebroadcast

November 20 @ 1:00 PM - 2:00 PM EST

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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11/25/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

November 25 @ 1:00 PM - 2:00 PM EST

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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December 2019

12/03/2019 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Register Here – Rebroadcast

December 3 @ 3:00 PM - 4:00 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…

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12/11/2019 Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool – Allen Chao – Register Here – Rebroadcast

December 11 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber The Home Equity Conversion Mortgage (HECM) is one of the safest ways to mortgage for seniors who are 62 and above due to the program’s federal guarantees by HUD. 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, December 11, 2019, 11:00 AM – 12:00 PM EST – no need to take the online…

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12/19/2019 Understanding How Different Types of Annuities Work – Wade Pfau – Register Here – Live Webinar

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

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 as a LIVE WEBINAR on Thursday, December 19, 2019 @ 12:00 PM -1:00 PM EST – no need to take the online quiz to receive CE when you attend the…

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12/23/2019 The Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Register here – Rebroadcast

December 23 @ 1:00 PM - 2:00 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 Monday, December 23, 2019, 1:00 PM – 2:00…

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