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May 2019

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 Subscriber 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…

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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 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 Friday, May 31, 2019, 2:00 PM – 3:00 PM EDT – no need to take…

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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 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 Monday, June 3, 2019, 1:00 PM – 2:00 PM EDT – no need to take the online quiz to receive CE when…

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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 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…

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06/20/2019 Title Coming Soon – Speaker to be announced – Live Webinar

June 20 @ 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, 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…

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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 Subscriber 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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