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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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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 – Add to cart

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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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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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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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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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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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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February 2017

Tax-Efficient Draw Downs in Retirement – Stephen Horan

February 7, 2017 @ 2:00 PM - 3:00 PM EST

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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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

01/16/2018 Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors – Amber Woodland – Register here – Rebroadcast

January 16, 2018 @ 3:00 PM - 5:00 PM EST

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on…

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February 2018

02/06/2018 Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes – Register here – Rebroadcast

February 6, 2018 @ 3:00 PM - 4:00 PM EST

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be…

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02/15/2018 Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Register here – Live Webinar

February 15, 2018 @ 12:00 PM - 1:00 PM EST

Save on CE Courses - Become a Subscriber 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 course is brought to you as a live webinar and will be on Thursday, February 15, 2018,…

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March 2018

03/06/2018 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast

March 6, 2018 @ 3:00 PM - 4:30 PM EST

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, March 6, 2018, 3:00 PM –4:30 PM EST – no need to…

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03/15/2018 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Register here – Live Webinar

March 15, 2018 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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 as a live…

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April 2018

04/03/2018 Where Senior Living and Retirement Planning Intersect, Opportunities Emerge – Brad Breeding – Register here – Rebroadcast

April 3, 2018 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber 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? 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, April 3, 2018, 3:00…

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04/19/2018 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Live Webinar

April 19, 2018 @ 12:00 PM - 1:00 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 as a live webinar and will be on Thursday, April…

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May 2018

05/01/2018 Fitting Home Equity into a Retirement Income Strategy – Wade Pfau – Register here – Rebroadcast

May 1, 2018 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on…

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05/17/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Live Webinar

May 17, 2018 @ 12:00 PM - 1:00 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 as a live webinar and will be…

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June 2018

06/05/2018 Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies – Roy Ramthun and Aaron Benway – Register here – Rebroadcast

June 5, 2018 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST…

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06/13/2018 Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors – Amber Woodland – Register here – Rebroadcast

June 13, 2018 @ 11:00 AM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on…

Find out more »

06/21/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Live Webinar

June 21, 2018 @ 12:00 PM - 1:00 PM EDT

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 gain a better understanding of how taxable investment income can affect their monthly premiums. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a live webinar and will be on…

Find out more »

July 2018

07/02/2018 Integrating Home Equity and Retirement Savings Through the “Rule of 30” – Neuwirth and Sacks – Register here – Rebroadcast

July 2, 2018 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on Monday, July…

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07/10/2018 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Register here – Rebroadcast

July 10, 2018 @ 3:00 PM - 5:00 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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07/19/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Live Webinar

July 19, 2018 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

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07/27/2018 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Register here – Rebroadcast

July 27, 2018 @ 2:00 PM - 3:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

August 2018

08/01/2018 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

August 1, 2018 @ 11:00 AM - 12:00 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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08/07/2018 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Register here – Rebroadcast

August 7, 2018 @ 3:00 PM - 4:00 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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08/24/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

August 24, 2018 @ 2:00 PM - 3:00 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…

Find out more »

08/27/2018 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast

August 27, 2018 @ 1:00 PM - 2:30 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on Monday, August 27, 2018, 1:00 PM –2:30 PM EDT – no need to…

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September 2018

09/05/2018 Three Steps to Helping Clients Manage Health Care Costs in Retirement – David Armes – Register here – Rebroadcast

September 5, 2018 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be…

Find out more »

09/11/2018 10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties – Denise Appleby – Register here – Rebroadcast

September 11, 2018 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be REBROADCAST on…

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09/20/2018 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Register here – Live Webinar

September 20, 2018 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

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09/27/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

September 24, 2018 @ 1:00 PM - 2:00 PM EDT

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 gain a better understanding of 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…

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October 2018

10/02/2018 Maximizing Your Clients’ Social Security – Matthew Allen – Register here – Rebroadcast

October 2, 2018 @ 4:00 PM - 5:00 PM EDT

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will…

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10/08/2018 How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger – Register here – Rebroadcast

October 8, 2018 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

10/18/2018 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

October 18, 2018 @ 12:00 PM - 1:00 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 as a live webinar and…

Find out more »

10/24/2018 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

October 24, 2018 @ 11:00 AM - 12:00 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…

Find out more »

November 2018

11/02/2018 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

November 2, 2018 @ 2:00 PM - 3:00 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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11/06/2018 Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau – Register here – Rebroadcast

November 6, 2018 @ 3:00 PM - 4:30 PM EST

Save on CE Courses - Become a Subscriber 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 course is brought to you from a recent live webinar and will be…

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11/15/2018 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Live Webinar

November 15, 2018 @ 12:00 PM - 1:00 PM EST

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 his course is brought to you as a live webinar and will be on…

Find out more »

11/19/2018 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

November 19, 2018 @ 1:00 PM - 2:00 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 gain a better understanding of 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…

Find out more »

11/28/2018 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Rebroadcast

November 28, 2018 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

December 2018

12/04/2018 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust – Rex Hogue – Register here – Rebroadcast

December 4, 2018 @ 3:00 PM - 4:00 PM EST

Qualified retirement plans can create numerous estate planning problems. Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries. 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 Credit when…

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

December 13, 2018 @ 12:00 PM - 1:00 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 as a live webinar and will be on Thursday, December 13, 2018, 12:00 PM – 1:00 PM EST – no need to take the online quiz…

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

December 27, 2018 @ 12:00 PM - 1:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

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 @ 2:00 PM - 3:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

01/08/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

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

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…

Find out more »

01/17/2019 Through the Looking Glass: Three Popular Retirement Income Philosophies – Jamie Hopkins – Register here – Live Webinar

January 17 @ 12:00 PM - 1:00 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 as a live webinar and will be on Thursday, January 17, 2019, 12:00 PM – 1:00 PM EST – no need to take the online quiz to receive CE when you attend the…

Find out more »

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 @ 1:00 PM - 2:00 PM EST

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…

Find out more »

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

January 30 @ 11:00 AM - 12:00 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 gain a better understanding of 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…

Find out more »

February 2019

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

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

Save on CE Courses - Become a Subscriber 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…

Find out more »

02/21/2019 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Live Webinar

February 21 @ 12:00 PM EST

  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 as a live webinar and will be…

Find out more »

02/27/2019 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Rebroadcast – Register here

February 27 @ 11:00 AM - 12:00 PM EST

Save on CE Courses - Become a Subscriber 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…

Find out more »

March 2019

03/08/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

March 8 @ 2:00 PM - 3:00 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…

Find out more »

03/12/2019 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast

March 12 @ 3:00 PM - 4:00 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…

Find out more »

03/21/2019 Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives – Lori Bitter – Register here – Live Webinar

March 21 @ 12:00 PM - 1:00 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 as a live webinar and will be on…

Find out more »

03/25/2019 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

March 25 @ 1:00 PM - 2:00 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 Monday, March 25, 2019, 1:00 PM – 2:00 PM EST – no need to take the…

Find out more »

April 2019

04/02/2019 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher – Register here – Rebroadcast

April 2 @ 3:00 PM - 4:00 PM EDT

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 Tuesday,…

Find out more »

04/10/2019 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber – Register here – Rebroadcast

April 10 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

04/18/2019 The Value of Safe Home Care – Phil Bongiorno – Register here – Live Webinar

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

Save on CE Courses - Become a Subscriber A greater number of family caregivers who are caring for a loved one with a chronic or debilitating health condition are turning to home care, rather than institutional care, for their long-term care needs. ​ CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, April 18, 2019 @ 12:00 PM -1:00 PM EDT – no need to take the online…

Find out more »

04/29/2019 Protecting Your Clients From Financial Abuse – Bob Mauterstock – Register here -Rebroadcast

April 29 @ 1:00 PM - 2:00 PM EDT

Save on CE Courses - Become a Subscriber 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…

Find out more »

May 2019

05/07/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

May 7 @ 3:00 PM - 4:00 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…

Find out more »

05/16/2019 No Portfolio Is An Island – David Blanchett – Register here – Rebroadcast

May 16 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber 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? CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar…

Find out more »

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 be…

Find out more »

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 the…

Find out more »

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 you…

Find out more »

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 be…

Find out more »

06/18/2019 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Live Webinar

June 18 @ 12:00 PM - 1:00 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 as a LIVE WEBINAR on Thursday, June 18, 2019 @ 12:00 PM -1:00 PM…

Find out more »

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…

Find out more »

July 2019

07/01/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

July 1 @ 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…

Find out more »

07/09/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

July 9 @ 3:00 PM - 4:00 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…

Find out more »

07/18/2019 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast

July 18 @ 12:00 PM - 1:00 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…

Find out more »

07/23/2019 No Portfolio Is An Island – David Blanchett – Register here – Rebroadcast

July 23 @ 11:00 AM - 12:00 PM EDT

Save on CE Courses - Become a Subscriber 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? CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you from a recent live webinar…

Find out more »

August 2019

08/02/2019 The Platinum Retirement Challenge – Gray Divorce – Lili Vasileff – Register here – Rebroadcast

August 2 @ 2:00 PM - 3:00 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…

Find out more »

08/08/2019 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Register Here – Live Webinar

August 8 @ 12:00 PM - 1:00 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 as a LIVE WEBINAR on Thursday, August 8, 2019 @ 12:00 PM -1:00 PM EDT – no need to take the online quiz to receive CE when…

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08/15/2019 Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool – Allen Chao – Register Here – Live Webinar

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

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 as a LIVE WEBINAR on Thursday, August 15, 2019 @ 12:00 PM -1:00 PM EDT – no need to take the online quiz to receive CE when…

Find out more »

08/20/2019 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Rebroadcast

August 20 @ 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 be…

Find out more »

08/28/2019 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

August 28 @ 11:00 AM - 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 Wednesday, August 28, 2019, 11:00 AM – 12:00 PM EDT – no need to take the…

Find out more »

September 2019

09/06/2019 The Value of Safe Home Care – Phil Bongiorno – Register here – Rebroadcast

September 6 @ 2:00 PM - 3:00 PM EDT

Save on CE Courses - Become a Subscriber A greater number of family caregivers who are caring for a loved one with a chronic or debilitating health condition are turning to home care, rather than institutional care, for their long-term care needs. ​ 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, September 6, 2019, 2:00 PM – 3:00 PM EDT – no…

Find out more »

09/12/2019 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Register here – Rebroadcast

September 12 @ 1:00 PM - 2:00 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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09/19/2019 Financial Planner as Retirement Architect – Dr. Gillian Leithman – Register Here – Live Webinar

September 19 @ 12:00 PM - 1:00 PM EDT

Save on CE Courses - Become a Subscriber Decades of social science research indicate that we are poor planners, fickle savers, and self-destructive investors and much of the reason lies in how we process information and make decisions. CFP BOARD - CE Quality Partner - Retirement Resource Center This course is brought to you as a LIVE WEBINAR on Thursday, September 19, 2019 @ 12:00 PM -1:00 PM EDT – no need to take the online quiz to receive CE…

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