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January 2013

InFRE Ethics I – Diane Savage

January 1, 2013

This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting. A key feature of InFRE's Ethics I course is the presentation of “ethical tests” to use in different situations. The course also addresses the role of managers in creating an ethical environment in the workplace. The InFRE Code of Ethics is presented, with several scenarios to illustrate and apply the eight principles. This session meets InFRE’s requirement of two hours…

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InFRE Ethics II Mary Willett

January 15, 2013

"knowing and doing": This advanced ethics course provides practical examples that help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma. Knowing the ethical thing to do and actually doing it can be very difficult. A brief review of the InFRE Code of Ethics will be followed by examples, case studies and discussion to explore the practical side of ethical decision making. This course fulfills the continuing education…

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February 2013

Retirement as a Time to Reinvent, Rewire and Renew – Diane Savage

February 1, 2013

Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face. But in today’s increasingly complex social environment, current and future retirees face many more decisions and obstacles than their predecessors. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is…

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Changing Behavior or Changing Attitudes – Diane Savage

February 15, 2013

Why is the prospect of saving for retirement so intimidating and what can you do to help change it? Accumulation is a critical component of preparedness. Framing the messages in the accumulation phase so that more participants will not only embrace the concept of saving, but turn that understanding into action. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you…

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March 2013

Understanding Communication Styles – Joseph Tabers

March 1, 2013 @ 12:00 PM - 1:00 PM EST

It is important for professionals to be able to identify, understand and prepare to adapt to the variety of client styles encountered in one-on-one or group counseling sessions for more successful outcomes when meeting or counseling with various clients. Identify strengths and limitations of core communication styles. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.…

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Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions – John Salter

March 14, 2013 @ 12:00 PM - 1:00 PM EDT

As retirement counselors, we need to understand options for helping retired clients appropriately use their home equity. Learn how a reverse mortgage home equity line of credit can be used to increase the longevity of a retiree's investment portfolio and increase the chances of their savings lasting their lifetime. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the…

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June 2013

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement – Michael Falk

June 13, 2013 @ 3:00 PM - 4:00 PM EDT

Retirement realities worldwide are changing because of the changes in population growth, a higher percentage of the population being in a stage of life where they don’t contribute much to the economy’s productivity, and the move toward greater individual responsibility for saving, investing and retirement income. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The…

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August 2013

Misperceptions and Management of Retirement Risks – Carol Bogosian

August 15, 2013 @ 12:00 PM - 1:00 PM EDT

How can you help increase your clients’ and employees’ chances of retirement success? Learn key research conducted by the Society of Actuaries concerning misunderstandings of the risks faced by the mid-market in their post-retirement years and how most people are simply unprepared. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for…

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October 2013

Introduction to Managing Retirement Income – Kevin Seibert

October 1, 2013 @ 12:00 PM - 1:00 PM EDT

Retirement income management is as much or more about managing retirement-specific risks as it is about producing income. It requires the assessment of all retirement resources in order to provide clients with the greatest potential for their money to last as long as needed. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is…

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November 2013

The Stage is Set for Serving the Mid-Market – Betty Meredith

November 20, 2013 @ 12:00 PM - 1:00 PM EST

New technology, planning methodologies, retirement products and federal regulations have set the stage for retirement professionals who are passionate about serving the needs of the middle market. Learn how the industry is changing and where it still needs to go to improve the retirement security of the middle market. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the…

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December 2013

Don’t Let Disability Derail Retirement Security – Rappaport and Kaleda

December 9, 2013 @ 12:00 PM - 1:00 PM EST

Traditional defined benefit plans usually included some protection so that disability would not destroy retirement plans. In contrast, defined contribution plans have no built-in protection. How are we helping our clients plan for retirement considering disability risks in an increasingly DC-only world? This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for…

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February 2014

Money for Life: Help your plan participants avoid going broke in retirement – Steve Vernon

February 13, 2014 @ 12:00 PM - 1:00 PM EST

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings. People with a DC plan as their primary saving vehicle may be at risk of running out of money. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you…

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April 2014

Finding Optimized Income Strategies for Middle Market Clients – Manish Malhotra

April 16, 2014 @ 12:00 PM - 1:00 PM EDT

Retirees and pre-retirees are puzzled by choices in structuring their retirement income and the many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP). A common risk-reward framework for retirement income is needed. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for…

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June 2014

What’s Trending in the Field of Aging? Connecting the Dots with Financial Services – Sandra Timmermann

June 12, 2014 @ 12:00 PM - 1:00 PM EDT

Boomers are redefining aging in retirement and heralding in new community movements, technology and services. Find out how these new trends connect with financial services and retirement planning, and gain insights into what’s important to Boomers and older clients. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members or free…

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July 2014

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups – Greenwald and Bogosian

July 16, 2014 @ 12:00 PM - 1:00 PM EDT

Little is known about what makes an individual successful in managing through their retirement years – especially when a retiree does not appear to have sufficient assets. It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you…

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January 2015

Off With Your (Rule of) Thumbs! – Michael Falk

January 29, 2015 @ 12:00 PM - 1:00 PM EST

There are several well-accepted schools of thought used today by many professionals for retirement planning. Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, “immunize before we optimize”. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members or…

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May 2015

Retirement Happiness: Planning for a Successful Transition – John Nelson

May 20, 2015 @ 12:00 PM - 1:00 PM EDT

Retirement planning and education programs provide tools and checklists for a successful financial transition. But financial security doesn’t automatically create happiness in retirement. Emerging research shows what actually leads to happiness and practical tools and checklists for planning a happy retirement. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members…

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August 2015

What Advisors Need to Know About Qualified Longevity Annuity Contracts – Gary Baker

August 5, 2015 @ 12:00 PM - 1:00 PM EDT

In July, 2014 the U.S. Treasury announced a change that allows for the deferral of income from a qualified DIA (Deferred Income Annuity) to extend past the mandatory RMD age of 70½. The QLAC ruling provided some new and additional opportunities and strategies for deploying annuitized assets to benefit retirees. CFP BOARD - CE Quality Partner - Retirement Resource CenterThis online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®,…

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October 2015

A 21st Century Connection: Health and Wealth – Ron Mastrogiovanni

October 1, 2015 @ 12:00 PM - 1:00 PM EDT

Most retirement income plans typically target a 75% to 85% income replacement ratio. With the goal of helping retirees plan their future income requirements based on pre-retirement expenses, income replacement ratios are the basis of many retirement income plans and calculators. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other Continuing Education Credit when you pass the online quiz. This…

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The Silver Tsunami and Long-Term Care: Ride the Wave or Get Swept Away – Nyal Bischoff

October 14, 2015 @ 12:00 PM - 1:00 PM EDT

There have been sweeping changes in the Extended Care Industry in the last few years. In just 11 short years the first boomers will turn 80. This is the average age when an extended care event occurs that can possibly dismantle even the most well-constructed estate plan. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.…

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November 2015

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients – Michael Sullivan

November 4, 2015 @ 12:00 PM - 1:00 PM EST

As individuals age, their ability to accurately, completely and quickly process information tends to decline. You need to adjust your presentation and conversations to help them understand better, by using techniques that increase client comprehension and can help to move the process of understanding forward. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course…

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March 2016

Housing for Retirees: Buy, Sell or Hold? – Michael Falk

March 10, 2016 @ 12:00 PM - 1:00 PM EST

A home is dear to the hearts of many retirees, but it may also be a large and illiquid asset, and/or liability. Income is paramount, but reaching for yield is perilous. What you should consider doing with the home is much more complex than often discussed. Consider options: HELOC, Reverse Mortgage, downsize, sell. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit…

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September 2016

Grey Divorce and Retirement – Andrew Samalin

September 8, 2016 @ 12:00 PM - 1:00 PM EDT

Grey divorce is a term referring to the demographic trend of an increasing divorce rate for older (“grey-haired”) couples in long-lasting marriages. How assets and income are divided at such a late stage in life can have a tremendous impact on the retirement security of each spouse. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.…

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October 2016

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps – Sandra Timmermann

October 25, 2016 @ 3:00 PM - 4:00 PM EDT

As our clients age, some will develop diseases. What are some steps that might be taken if their behavior changes due to cognitive impairment? Those who are cognitively impaired may put their own retirement security at risk, at the same time, can cause ethical and practical dilemmas for their financial advisors. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you…

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November 2016

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement – Greenwald

November 22, 2016 @ 3:00 PM EST

The Society of Actuaries recently conducted 12 focus groups with people who have been retired for at least 15 years to gain insights on which, if any, financial shocks they experienced and how they handled those financial shocks. This work helps advisors gain insight into the most common of those financial shocks. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when…

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December 2016

Reverse Mortgage Strategies for the Middle Market – Shelley Giordano

December 20, 2016 @ 3:00 PM - 4:00 PM EST

Because of key changes made to reverse mortgages by the Federal Housing Administration to the Home Equity Conversion Mortgage program, the safety and functionality of accessing home equity now goes beyond supplementing retirement income, and can help bridge the income gap for social security deferral. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course…

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January 2017

Investing in Bonds in a Rising Rate Environment – Greg Prost

January 10, 2017 @ 3:00 PM - 4:00 PM EST

What can clients and plan participants who are within 10 years of retirement do to better protect the value of their savings as we enter a new era for interest rates & bonds? It appears we’re poised for increasing bond rates over the next several years (and with it, lower bond values for existing bond positions). This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other…

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March 2017

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting – Denise Appleby – Add to cart

March 7, 2017 @ 3:00 PM - 4:00 PM EST

Distributions from IRAs are usually considered ordinary income and as such, may be subject to income tax. Additionally, distributions from IRAs may be optional. Gain ideas for helping clients take their traditional IRA required Minimum Distributions (RMDs) on time – and avoid penalties. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29…

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April 2017

Behavioral Insights to Improve Retirement Security – Jodi DiCenzo

April 11, 2017 @ 3:00 PM - 4:00 PM EDT

Behavioral research improves your ability to make informed decisions based on actual consumer or employee behavior, rather than relying on educated guesses or opinions, providing a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members or free…

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May 2017

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness – John Nelson

May 9, 2017 @ 3:00 PM - 4:00 PM EDT

Some workers seek out retirement planning information while others avoid it. When people do “life planning,” it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach. How can you help people become more fully engaged in designing their next stage of life? This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit…

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June 2017

Enough About the Assets Already! – Michael Falk

June 6, 2017 @ 3:00 PM - 4:00 PM EDT

As the financial industry continues to “pump out” more investment products and solutions, the financial press continues to “spill ink” on these products and concepts. While the asset side of the equation is definitely important, where is the “ink” regarding the liability side of the equation? This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The…

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July 2017

Protecting Your Clients from Financial Elder Fraud – David Kessler

July 11, 2017 @ 3:00 PM - 4:00 PM EDT

Retirement professionals need to understand the symptoms of financial elder abuse and what can be done to protect the elderly from crimes of fraud. Too often, incidents of stealing from an elderly victim are misdiagnosed as a “family matter,” or a civil court issue, but these under-reported crimes are theft of dignity. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when…

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August 2017

Principles of Effective One-to-One Communication – Joseph Tabers

August 8, 2017 @ 3:00 PM - 4:00 PM EDT

The challenge for retirement counselors with face-to-face client/plan participant meetings is limited time for communicating. Reaffirm and improve the communication process and outcomes by identifying barriers to avoid communication breakdown, confirm understanding, and invite greater cooperation from others. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members or free for…

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September 2017

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? – Alexandra Macqueen

September 12, 2017 @ 3:00 PM - 4:00 PM EDT

With the rapid decline of traditional pensions over the past few decades, retirees must now create their own plans to ensure the savings they’ve accumulated last a lifetime. How can your clients determine an optimal product mix that incorporates maximizing a sustainable lifetime income and planned financial legacy? This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online…

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October 2017

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! – Cindy Hounsell

October 10, 2017 @ 3:00 PM - 4:00 PM EDT

In an estimated 36.5 million households across the country, an adult is providing unpaid care to a family member. What can be done to protect their retirement security. the personal financial and retirement consequences experienced by caregivers who provide unpaid care to family members? This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is…

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The DOL Fiduciary Rule and Your Duty of Care – Blaine Aikin

October 19, 2017 @ 12:00 PM - 1:00 PM EDT

While managing conflicts of interest (fiduciary duty of loyalty) is the central focus of the Department of Labor Fiduciary Rule, the keys to compliance and advisor success are having policies, procedures, and practices in place to fulfil the fiduciary duty of care. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for…

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November 2017

Year-end Planning and Compliance Requirements for IRAs – Denise Appleby – Add to cart

November 14, 2017 @ 3:00 PM - 4:00 PM EST

Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients. Gain new insights and important reminders about how to help clients, employees, family and friends protect their retirement savings from avoidable penalties. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members or free for…

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December 2017

Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival – Bruce McPherson

December 12, 2017 @ 3:00 PM - 4:00 PM EST

Home equity is the largest financial asset for all but the wealthiest Americans. Retirement counselors need to understand options for helping clients appropriately use their home equity if their economic situation requires it, including options for proactive implementation of reverse mortgage strategies for portfolios. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is…

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January 2018

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors – Amber Woodland

January 16 @ 3:00 PM - 4:00 PM EST

The average cost of nursing home care can quickly reduce your clients’ net worth. Understand the asset preservation strategies available to your clients. It is vital to understand asset preservation strategies. Learn the basics of sheltering assets while achieving eligibility for long term care government benefits. 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 2 hrs CFP®, CRC®, and other…

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How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon

January 18 @ 12:00 PM - 1:00 PM EST

The "Spend Safely in Retirement Strategy" is a straightforward method for middle-income workers to generate reliable, lifetime retirement income from any IRA or 401(k) plan. It was one outcome of a substantial research project conducted by the Stanford Center on Longevity, in collaboration with the Society of Actuaries. 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®, CRC®,…

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February 2018

Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes

February 6 @ 3:00 PM - 4:00 PM EST

Most senior adults prefer to stay in their home as long as possible - after all, home is where the heart is. People who will soon retire say their future health care costs are an important financial concern. Advisors may be able to address some of these concerns. 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®, CRC®,…

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Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Purchase now

February 15 @ 12:00 PM - 1:00 PM EST

Most people reaching retirement age have savings in a 401(k) account or otherwise that are inadequate to meet their consumption needs during retirement. Recent research has shown that integrating home equity with retirement savings provides a strong enhancement of the amount available throughout retirement. 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®, CRC®, and other Continuing Education…

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March 2018

Estimating the True Cost of Retirement – David Blanchett

March 6 @ 3:00 PM - 4:30 PM EST

Retirement is the most expensive “purchase” faced by most individuals. Retirement professionals need a framework to understand and project retirement costs for clients, and a process to better estimate the true retirement cost. 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 1.5 hrs CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29…

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

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

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 online recorded webinar learning course is brought to you from a recent live webinar and is…

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April 2018

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding

April 3 @ 3:00 PM - 4:00 PM EDT

Retirement professionals are uniquely positioned to prompt important discussions with senior clients about future lifestyle, housing, and healthcare needs. But with so many types of senior housing choices and considerations, how can you best guide your clients through the important decisions? This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members…

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May 2018

Fitting Home Equity into a Retirement Income Strategy – Wade Pfau

May 1 @ 3:00 PM - 4:00 PM EDT

How can reverse mortgages be used to better secure retirement? Learn how to think about reverse mortgages as a form of insurance to protect against market losses. The reverse mortgage option may be a method for responsible retirees to create liquidity for an otherwise illiquid asset. 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®, CRC®, and other…

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No Portfolio Is An Island – David Blanchett

May 24 @ 2:00 PM - 3:00 PM EDT

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? This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you…

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June 2018

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies – Roy Ramthun and Aaron Benway

June 5 @ 3:00 PM - 4:00 PM EDT

Most Americans are not saving enough for retirement. Further, we underestimate how much of our retirement income will be spent on health care costs. Health savings accounts (HSAs) can help fill a void by offering tax efficiency and flexibility to meet retirees’ changing needs as they age. 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®, CRC®, and…

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July 2018

Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Purchase now

July 10 @ 3:00 PM - 5:00 PM EDT

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 online recorded webinar learning course is brought to you from a recent live webinar and is worth 2 hrs…

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August 2018

The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke

August 7 @ 3:00 PM - 4:00 PM EDT

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

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September 2018

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – Add to cart

September 11 @ 3:00 PM - 4:00 PM EDT

Mistakes with IRA transactions are a common occurrence, which can result in loss of tax-deferred status and penalties being owed to the IRS. Advisors need to put measures in place to help their clients avoid mistakes and where possible, correct mistakes that have already been made. 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®, CRC®, and other…

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Tax-Efficient Draw Downs in Retirement – Stephen Horan

September 28 @ 12:00 PM - 1:00 PM EDT

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes. This session challenges that advice by leveraging the economics of the risk-return characteristics of various tax structures and provides insights into pre-retirement asset allocation. This online recorded webinar learning course is brought to you from a recent live webinar and is worth 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. The course is $29 for non-members…

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October 2018

Maximizing Your Clients’ Social Security – Matthew Allen – Add to cart

October 2 @ 4:00 PM - 5:00 PM EDT

With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, there are many questions about Social Security. The average couple receives over $1 million in lifetime Social Security benefits, so for many this will be a critical component of their overall retirement planning. 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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How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer

October 18 @ 12:00 PM - 1:00 PM EDT

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

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The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Add to cart

October 24 @ 11:00 AM - 12:00 PM EDT

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 CFP BOARD - CE Quality Partner - Retirement Resource Center This online recorded webinar learning course is brought to you from a recent live…

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November 2018

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Add to cart

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

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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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Add to cart

November 6 @ 3:00 PM - 4:30 PM EST

See highlights conclusions from a 4 phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators that could be offered in DC retirement plans, and how to use a diversified portfolio approach. 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 1.5 hrs CFP®, CRC®,…

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Retirement Planning Beyond the Dollars and Cents – Robert Laura – Add to cart

November 15 @ 12:00 PM - 1:00 PM EST

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

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All upcoming no-quiz live and rebroadcast webinars are listed under Upcoming Events.
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