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January 2018

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

January 1

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

January 1

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

January 1

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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Behavioral Insights to Improve Retirement Security – Jodi DiCenzo

January 1

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

January 1

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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Changing Behavior or Changing Attitudes – Diane Savage

January 1

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

January 1

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

January 1

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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Enough About the Assets Already! – Michael Falk

January 1

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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Finding Optimized Income Strategies for Middle Market Clients – Manish Malhotra

January 1

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

January 1

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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Fitting Home Equity into a Retirement Income Strategy – Wade Pfau

January 1

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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Grey Divorce and Retirement – Andrew Samalin

January 1

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

January 1

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

January 1

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

January 1

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

January 1

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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Introduction to Managing Retirement Income – Kevin Seibert

January 1

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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Investing in Bonds in a Rising Rate Environment – Greg Prost

January 1

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

January 1

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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Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher

January 1

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

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Misperceptions and Management of Retirement Risks – Carol Bogosian

January 1

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

January 1

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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No Portfolio Is An Island – David Blanchett

January 1

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

January 1

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

January 1

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

January 1

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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Protecting Your Clients from Financial Elder Fraud – David Kessler

January 1

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

January 1

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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Retirement Happiness: Planning for a Successful Transition – John Nelson

January 1

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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Reverse Mortgage Strategies for the Middle Market – Shelley Giordano

January 1

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

January 1

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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Tax-Efficient Draw Downs in Retirement – Stephen Horan

January 1

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

January 1

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

January 1

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

January 1

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

January 1

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

January 1

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

January 1

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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Understanding Communication Styles – Joseph Tabers

January 1

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

January 1

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

January 1

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

January 1

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

January 1

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

January 1

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

January 1

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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InFRE Ethics I – Diane Savage

January 1

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 1

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