What is included with the Full Access Membership?

Full Access

$99

for 90 days

  • Access to all weekly no-quiz live/rebroadcast CE webinars held during 90 days membership (approximately twelve)
  • 24/7 Full access to 60+ online courses, quiz required for CE
  • Full access pdf presentation handouts for notes on all courses
  • Full access to 60+ MP3 versions of self study, on-demand webinars to listen while driving, exercising, etc. for 90 days
  • You may apply your $99 membership fee toward 365-Days/$199 Membership before 90 Day membership expires!

$99 Register & Purchase Now!
 

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We know that you will be pleased with your purchase of any of our courses or membership products.
If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.

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We pride ourselves on our work to make our courses and memberships user-friendly. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

 

Choose from 60+ high-quality, informative webinars by today's leading experts.

A - GH - MN - TT - Z

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby

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

No Portfolio is an Island
David Blanchett

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin

A 21st Century Connection: Health and Wealth
Ron Mastrogiovanni

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

Off With Your (Rule of) Thumbs!
Michael Falk

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

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
Sandra Timmermann
REBROADCAST
01/21/2019

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

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau

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

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

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies
William Meyer

Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen
REBROADCAST
01/08/2019

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff
LIVE WEBINAR
12/13/2018

Advance Care Planning: A Critical Component for Building Client Relationships
Paul Malley

How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon
REBROADCAST
12/17/2018

Plan for the 21st Century Retirement
Steve Vernon

The Silver Tsunami and Long-Term Care
Nyal Bischoff

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo
REBROADCAST
01/04/2019

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

Principles of Effective One-to-One Communication

Joe Tabers

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

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

Integrating Home Equity and Retirement Savings through the "Rule of 30"
Neuwirth and Sacks
REBROADCAST
12/27/2018

Protecting Your Clients From Financial Abuse
Bob Mauterstock

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

Changing Behavior or Changing Attitudes

Diane Savage

Introduction to Managing Retirement Income
Kevin Seibert

Protecting Your Clients from Financial Elder Fraud
David Kessler

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

Don't Let Disability Derail Retirement Security
Rappaport and Kaleda

Investing in Bonds in a Rising Rate Environment
Greg Prost

Retirement as a Time to Reinvent, Rewire, and Renew

Diane Savage

Understanding Communication Styles

Joe Tabers

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

IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
Rex Hogue

Retirement Happiness: Planning for a Successful Transition

John Nelson

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

Enough About the Assets Already!

Michael Falk

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

Michael Falk

Retirement Planning Beyond the Dollars and Cents
Robert Laura

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

Estimating the True Cost of Retirement
David Blanchett

Maximizing Your Clients’ Social Security
Matthew Allen

Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer
Shelley Giordano

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

Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra
REBROADCAST
01/30/2019

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

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects
Heather Schreiber

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding

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

Misperceptions and Management of Retirement Risks
Carol Bogosian

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

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

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

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

Tax-Efficient Draw Downs in Retirement
Stephen Horan

Year-end Planning and Compliance Requirements for IRAs
Denise Appleby

Grey Divorce and Retirement
Andrew Samalin

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

Greenwald and Bogosian
 
CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

What you’ll receive as a 90 Day / $99 Member:

  • Member courses are initially delivered as monthly live webinars when you have the opportunity to ask the expert questions.
  • No exam is required for live webinar attendees to earn CE — the best way to painlessly earn CE throughout the year on topics in which you’re most interested.
  • You earn approximately 12 CE credits during your membership term without the need for additional exams, by attending live and rebroadcast webinars.
  • Shortly after the live broadcast, all webinars then also become available as a recorded webinar course or an audio (MP3 download) + handout course, making it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life.
  • Full access to 60+ online courses for the full 90 days.
  • A printable certificate is available certifying that you successfully earned CE credit after you take a recorded webinar and/or audio course and pass the online quiz.
 

Choose courses from any of the topic categories that interest you the most:

 
 
 
Upcoming No-Quiz Ask-the-Presenter Live Webinars
12/13/2018 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – LIVE WEBINAR – Learn more

...

12/17/2018 Plan for the 21st Century Retirement – Steve Vernon – Rebroadcast – Learn more

...

 
 
 

Still deciding? Compare membership levels – $99/90 days or $199/Year – which is the best level for you?

With both the $99/90 Day and $199/Year membership levels you receive:

  • Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member
  • Meet CFP®, CRC®, ASPPA, American College and other CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty.
  • Unlimited access to 60+ live webinars, self study recorded webinar courses, audio downloads, with CFP®, CRC®, ASPPA, American College and other CE credit available.
  • View alphabetical list of all courses
 
Single courses - $29 each

No-quiz webinars and online CE courses

Choose individual courses you prefer from more than sixty no-quiz live/rebroadcast webinars or online courses with quiz for CFP®, CRC®, ASPPA, American College, and other CE credit – $29 each.
See individual courses here.

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60+ Courses - 90 Days - $99

Full Access Membership – 90 Days for $99

Save on CE with full access to all 60+ online courses! You also receive access to all no-quiz live webinars and rebroadcasts held within your 90 day membership, only $99 for 90 Days.
Learn more: 60+ courses – 90 Days/$99

90 Days/$99 Purchase Now!
60+ Courses - 365 Days - $199

Annual Premier Membership – Year $199

Easiest way to earn CE! Attend monthly no-quiz live and weekly rebroadcast webinars, with full access to all 60+ online courses and presentation notes for an entire year, Pain-free CE just $199 for 365 Days.
Learn more: 60+ courses – 365 Days/$199

365 Days/$199 Purchase Now!