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August 2020

08/10/20 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Register Here – Rebroadcast

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

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 Monday, August 10, 2020, 1:00 PM – 2 :00 PM EDT – no need to take the…

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08/20/2020 TBD – Heather Holmes – Register here – Live Webinar

August 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, August 20, 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…

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08/26/2020 TBD – Kevin Seibert – Register here – Live Webinar

August 26 @ 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, July 23, 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…

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September 2020

09/02/2020 Key IRA Changes Made by the SECURE Act – Denise Appleby – Register here – Rebroadcast

September 2 @ 11:00 AM - 12:00 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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09/11/2020 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Register here – Rebroadcast

September 11 @ 2:00 PM - 4:00 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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09/17/2020 TBD – Register here – Live Webinar

September 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, September 17, 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…

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09/22/2020 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

September 22 @ 3:00 PM - 4:00 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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09/28/2020 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

September 28 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber Estimates provided by traditional studies about sustainable spending may be too optimistic, or may be even higher than traditional studies imply. It is important for advisors to understand a variety of spending and asset allocation approaches in order to manage sequence of returns risk and develop sustainable spending strategies. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar and will…

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October 2020

10/07/2020 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Register here – Rebroadcast

October 7 @ 11:00 AM - 12:00 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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10/16/2020 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

October 16 @ 2:00 PM - 3:00 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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10/22/2020 TBD – Register here – Live Webinar

October 22 @ 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, October 22, 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…

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10/26/2020 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Rebroadcast

October 26 @ 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, October 26, 2020,…

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November 2020

11/04/2020 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

November 4 @ 11:00 AM - 12:00 PM EST

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, November 4, 2020, 11:00 AM – 12:00 PM EST – no need to take the…

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11/13/2020 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Register here – Rebroadcast

November 13 @ 2:00 PM - 3:00 PM EST

Save on CE Courses - Become a Subscriber 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 Friday, November 13, 2020, 2:00 PM – 3:00 PM EDT – no need to take the online quiz to receive CE when you…

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11/19/2020 TBD – Register here – Live Webinar

November 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 Thursday, November 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…

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11/23/2020 Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer- Shelley Giordano – Register here – Rebroadcast

November 23 @ 1:00 PM - 2:00 PM EST

Save on CE Courses - Become a Subscriber Home equity is the largest asset middle market retirees have after the present value of their Social Security and pension benefits (working in retirement is 3rd; savings is 4th). 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, November 23, 2020, 1:00 PM –2:00 PM EST – no need to take the online quiz…

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December 2020

12/04/2020 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

December 4 @ 2:00 PM - 3:00 PM EST

Save on CE Courses - Become a Subscriber 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 Friday,…

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12/10/2020 TBD – Register here – Live Webinar

December 10 @ 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 Thursday, December 10, 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…

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12/16/2020 Building a Generational Practice with Extended and Long Term Care – Carroll Golden – Register here – Rebroadcast

December 16 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber Combine an aging population, increasing longevity, a shrinking birth rate and we have real insight into an emerging caregiving tsunami. 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 16, 2020 @ 11:00 AM – 12:00 PM EST – no need to take the online quiz to receive CE when you attend the…

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12/21/2020 Everything You Need to Know… About Investing – Michael Falk – Register here – Rebroadcast

December 21 @ 1:00 PM - 2:00 PM EST

Save on CE Courses - Become a Subscriber The act of investing almost always has a purpose, a goal. 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 21, 2020 @ 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 on-demand recorded webinar…

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