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December 2018

12/13/2018 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – LIVE WEBINAR – Register here

December 13 @ 12:00 PM - 1:00 PM EST

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 LIVE WEBINAR in which you may ask the presenter a question will be held on December 13 @ 12:00 PM - 1:00 PM EST – no need to take the online quiz to receive CE! If you miss the…

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12/17/2018 Plan for the 21st Century Retirement – Steve Vernon – Rebroadcast – Register here

December 17 @ 1:00 PM - 2:00 PM EST

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, December 17, 2018, 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…

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12/27/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast – Register here

December 27 @ 12:00 PM - 1:00 PM EST

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 financial abuse. CFP BOARD - CE Quality Partner…

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January 2019

01/04/2019 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Register here – Rebroadcast

January 4, 2019 @ 2:00 PM - 3:00 PM EST

A medical crisis can put families into a tailspin if a plan is not in place ahead of time. Advisors must understand how a medical event might affect the retirement security of the aging client and their adult children caregivers, and what can be done to help clients be financially and legally prepared. 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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01/08/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

January 8, 2019 @ 3:00 PM - 4:00 PM EST

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 Tuesday, January 8, 2019, 3:00 PM – 4:00…

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01/21/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

January 21, 2019 @ 1:00 PM - 2:00 PM EST

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 online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®,…

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01/30/2019 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

January 30, 2019 @ 11:00 AM - 12:00 PM EST

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 Monday, November 19 2018, 1:00 PM – 2:00 PM…

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February 2019

02/04/2019 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Rebroadcast

February 4, 2019 @ 1:00 PM - 2:00 PM EST

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 Resource Center This course is brought to you…

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All upcoming no-quiz live and rebroadcast webinars are listed under Upcoming Events.
All online CE courses from past webinars are listed under Past Events.