What is included with the All Access Retirement CE Subscription?

The new retirement environment requires financial professionals to take a holistic approach when managing the retirement assets, income, and risks of the mid-market. Our Professional Development Retirement CE Subscriptions are designed to give you access to up-to-date thinking from today’s industry leaders. Subjects and speakers are chosen specifically for the retirement CE needs of financial planners, financial advisers, wealth managers and support staff, call center professionals, and public sector defined benefit, hybrid and defined contribution educators.

All Access


for 90 days

  • Access to all weekly no-quiz live/rebroadcast retirement CE webinars held during 90 days subscription (approximately twelve)
  • 24/7 full access to 60+ on-demand retirement CE courses, quiz required for CE
  • All access pdf presentation handouts for notes on all courses
  • All access to 60+ self-study, on-demand webinars to listen while driving, exercising, etc. for 90 days
  • At the end of your 90 days, the option to purchase another nine months of access to 39 more no-quiz, live/rebroadcast retirement CE courses for only $100!

$99 Register & Purchase Now!
30 Day Risk-Free Guarantee

30 Day Risk-Free Guarantee

30 Day Risk-Free Guarantee

Your satisfaction is guaranteed.

We know that you will be pleased with your purchase of any of our courses or subscription 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 help you be sure you’re comfortable navigating our online system.
We pride ourselves on our work to make our courses and subscriptions 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 - HH - PP - 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

Principles of Effective One-to-One Communication

Joe Tabers

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

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

Protecting Your Clients From Financial Abuse
Bob Mauterstock

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff

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

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

Protecting Your Clients from Financial Elder Fraud
David Kessler

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

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

Retirement as a Time to Reinvent, Rewire, and Renew

Diane Savage

The Value of Safe Home Care
Phil Bongiorno

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

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

Retirement Happiness: Planning for a Successful Transition

John Nelson

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

Behavioral Finance: Why Do We Do the Things We Do
Michael Wilson

Integrating Home Equity and Retirement Savings through the "Rule of 30"
Neuwirth and Sacks

Retirement Planning Beyond the Dollars and Cents
Robert Laura

Through the Looking Glass: Three Popular Retirement Income Philosophies
Jamie Hopkins

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo

Introduction to Managing Retirement Income
Kevin Seibert

Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool
Allen Chao

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

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

Investing in Bonds in a Rising Rate Environment
Greg Prost

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

Understanding Communication Styles

Joe Tabers

Changing Behavior or Changing Attitudes

Diane Savage

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

Michael Falk

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

Understanding How Different Types of Annuities Work
Wade Phau

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

Maximizing Your Clients’ Social Security
Matthew Allen

Tax-Efficient Draw Downs in Retirement
Stephen Horan

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

Enough About the Assets Already!

Michael Falk

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

The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition
Dorian Mintzer

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

Estimating the True Cost of Retirement
David Blanchett
Medicare Advantage vs. Medigap: Which plan is right for your clients?
Joanne Giardini-Russell and Cameron Giardini

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

Greenwald and Bogosian

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding

Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra

Misperceptions and Management of Retirement Risks
Carol Bogosian

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin

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

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

No Portfolio is an Island
David Blanchett

The Financial Planner as Retirement Architect: Using behavioral insights to foster smarter retirement decisions
Gillian Leithman

Year-end Planning and Compliance Requirements for IRAs
Denise Appleby

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

Off With Your (Rule of) Thumbs!
Michael Falk

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

Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives
Lori Bitter

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

The Impact of Retirement Age Uncertainty on Retirement Outcomes
David Blanchett

Heading Toward Social Security Reform
Bruce Schobel

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

The “Missing Link”: The Broadening Extended and LTC Planning Options
Carroll Golden
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 Retirement CE Subscriber:

  • 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 subscription 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 + handout course, making it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life.
  • All access to 60+ on-demand 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 retirement topic categories that interest you the most:

Upcoming No-Quiz Ask-the-Presenter Live Webinars
12/19/2019 Understanding How Different Types of Annuities Work – Wade Pfau – Learn more – Live Webinar


12/23/2019 The Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Learn more – Rebroadcast



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

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

  • Worry-Free monthly CE! FULL benefits at a guaranteed low price for as long as you remain a subscriber
  • 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 on-demand webinar courses 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 on-demand CE courses

Choose individual courses you prefer from more than sixty no-quiz live/rebroadcast webinars or on-demand 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

All Access Retirement CE Subscription – 90 Days for $99

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

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

Annual Premier Subscription – Year $199

Easiest way to earn CE! Attend monthly no-quiz live and weekly rebroadcast webinars, with all access to all 60+ retirement CE on-demand 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!