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.

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

A - H	H - O	O - T	T - Z
10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties Denise Appleby	LIVE WEBINAR 10/10/2019 Heading Toward Social Security Reform Bruce Schobel	Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans Steve Vernon and Wade Pfau	REBROADCAST 09/12/2019 The Holy Grail of Retirement: How to increase income and growth while improving liquidity Curtis Cloke
A 21st Century Connection: Health and Wealth Ron Mastrogiovanni	Housing for Retirees: Buy, Sell or Hold? Michael Falk	Pensionizing Your (Client’s) Nest Eggs: What, How and Why? Alexandra MacQueen	The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! Cindy Hounsell
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps Sandra Timmermann	How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement Mathew Greenwald and Cindy Levering	Principles of Effective One-to-One Communication Joe Tabers	REBROADCAST 10/29/2019 The Platinum Retirement Challenge - Gray Divorce Lili Vasileff
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival Bruce McPherson	REBROADCAST 10/02/2019 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies Wade Pfau	Protecting Your Clients From Financial Abuse Bob Mauterstock	The Stage is Set for Serving the Mid-Market Betty Meredith
REBROADCAST 08/28/2019 Advance Care Planning: A Critical Component for Building Client Relationships Paul Malley	REBROADCAST 11/25/2019 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies William Meyer	Protecting Your Clients from Financial Elder Fraud David Kessler	REBROADCAST 09/06/2019 The Value of Safe Home Care Phil Bongiorno
REBROADCAST 12/03/2019 Behavioral Finance: Why Do We Do the Things We Do Michael Wilson	How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis Annalee Kruger	Retirement as a Time to Reinvent, Rewire, and Renew Diane Savage	Three Steps to Helping Clients Manage Health Care Costs in Retirement David Armes
Behavioral Insights to Improve Retirement Security Jodi DiCenzo	Integrating Home Equity and Retirement Savings through the "Rule of 30" Neuwirth and Sacks	Retirement Happiness: Planning for a Successful Transition John Nelson	REBROADCAST 09/24/2019 Through the Looking Glass: Three Popular Retirement Income Philosophies Jamie Hopkins
Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies Roy Ramthun and Aaron Benway	Introduction to Managing Retirement Income Kevin Seibert	Retirement Planning Beyond the Dollars and Cents Robert Laura	Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting Denise Appleby
Changing Behavior or Changing Attitudes Diane Savage	Investing in Bonds in a Rising Rate Environment Greg Prost	REBROADCAST 12/11/2019 Reverse Mortgage for Purchase: Helping Seniors Buy a Right-Size Home with the Right Tool Allen Chao	Understanding Communication Styles Joe Tabers
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors Amber Woodland	Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Michael Falk	Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer Shelley Giordano	LIVE WEBINAR 12/19/2019 Understanding How Different Types of Annuities Work Wade Phau
Enough About the Assets Already! Michael Falk	Maximizing Your Clients’ Social Security Matthew Allen	Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Heather Schreiber	What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness John Nelson
Estimating the True Cost of Retirement David Blanchett	Medicare 101 – The As, Bs, Cs, and Ds of Medicare Erin Fisher	Tax-Efficient Draw Downs in Retirement Stephen Horan	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	Medicare Advantage vs. Medigap: Which plan is right for your clients? Joanne Giardini-Russell and Cameron Giardini	The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition Dorian Mintzer	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	The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups Greenwald and Bogosian	Women and Retirement Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Fitting Home Equity into a Retirement Income Strategy Wade Pfau	No Portfolio is an Island David Blanchett	The DOL Fiduciary Rule and Your Duty of Care Blaine Aikin	Year-end Planning and Compliance Requirements for IRAs Denise Appleby
Hacking Longevity: How Three Generations Over 50 are Navigating Longer Lives Lori Bitter	Off With Your (Rule of) Thumbs! Michael Falk	LIVE WEBINAR 09/19/2019 The Financial Planner as Retirement Architect: Using behavioral insights to foster smarter retirement decisions Gillian Leithman

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:

• PLAN for Retirement Readiness Retirement readiness is holistic. It’s not just financial readiness. We help you PLAN for retirement readiness.
• PROTECT from Retirement Risk Retirement risks can torpedo even the best-laid plans. We help you PROTECT the plan from retirement risks.
• PROVIDE for Retirement Income Retirement income planning is more complex than accumulation planning. We help you PROVIDE retirement income.

Upcoming No-Quiz Ask-the-Presenter Live Webinars

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

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09/06/2019 The Value of Safe Home Care – Phil Bongiorno – Learn more – Rebroadcast

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

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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